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Microsoft Dynamics 365 Sales

Create exceptional experiences, increase revenue, and drive more qualified leads

Dynamics 365 Sales Automation Solution

Microsoft Dynamics 365 Sales is an intelligent platform that offers best-in-class sales automation capable of managing your entire business development process end-to-end. This provides your sales team with the tools required to support them in winning more deals, enhancing productivity, and fostering existing relationships. Microsoft Dynamics 365 Sales is a sales management software designed to help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.

Find out how our industry solutions built on
Microsoft Dynamics 365 can help your business.

Microsoft Dynamics 365 Sales: Features

At sa.global, being a Microsoft Gold Partner, we are equipped to implement Microsoft Dynamics 365 Supply Chain Management to help your company leverage all its features and shift your operations from being reactive to proactive. The benefits that the solution brings include:

Contextual AI to enable smarter selling

Focus on the right clients and build trusted relationships with unified relationship data and contextual AI-driven insights.

Advanced insights to increase sales profitably

Provide the sales team with contextual AI-driven insights to sell smarter and replicate successful sales calls with conversation intelligence.

Adaptable sales solutions that help innovate

Drive innovation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.

Unified tools to boost sales productivity

Streamline the sales process with the support of familiar and cohesive tools and intelligent optimization, giving your sales team more time to sell.

Integration with Microsoft products

Enhance user experience with built-in integrations with Office 365, LinkedIn, Cortana Intelligence, Power Apps, and Power Automate among other Microsoft products.

Stronger client relationships with smarter insights

Provide unified sales solutions and data across LinkedIn Sales Navigator, and Microsoft Dynamics 365 Sales, allowing you to concentrate on building better relationships.

Improved coaching and sales performance

Coach sellers with data-driven feedback and make decisions based on real-time data and emerging trends. Drive revenue with pipeline analysis, deal insights, relationship analytics, and conversation intelligence.

Microsoft Dynamics 365 Sales: Benefits

With a sales management software such as Microsoft Dynamics 365 Sales, you can increase the impact of your sales processes by nurturing more demand, personalizing buyer experiences, building relationships at scale, and making insight-driven decisions across the entire client journey, and sa.global is a Dynamics 365 Sales partner who can get you there.

Sell better with insightful data

  • Increase conversion and win rates by utilizing advanced scoring models to prioritize leads and opportunities, helping you focus on clients most likely to buy.
  • Customize communication points and next steps with contextual insights that help tailor engagement.
  • Get a clear picture of when and how clients correspond/respond to emails. This will help the sales team get more proactive and responsive in email communications.
  • Utilize the updates and signals from Microsoft Dynamics 365 and Microsoft Office 365 to track and look into the status and risks of your relationship with clients.

Form stronger relationships and network with personalized engagement

  • Collate data and processes by integrating LinkedIn Sales Navigator to help the sales team build trust and easily manage relationships.
  • Obtain insights into related leads and profiles with the integration of LinkedIn Sales Navigator.
  • Track contacts and better understand hierarchy and team structures with interactive org charts.
  • Collate data and utilize it to personalize sales documents with embedded Office 365 tools that assist sales teams.
  • Understand the client’s point of view and enhance sales engagement with the combination of client data and survey insights from Customer Voice.

Open up more time for selling

  • Reduce daily tasks with prompts that suggest creation of new records as and when sellers enter notes.
  • Increase the time to focus on selling with playbooks that contain successful sales techniques and reference materials.
  • Reduce the time spent on searching for content by utilizing the recommendations made by modern sales enablement capabilities.
  • Reduce training with a business process UI that provides contextual guidance during every phase of the sales cycle.

Enhance sales productivity with integrated tools

  • Better align sales and marketing with cross-team visibility into campaigns and prebuilt automatic workflows to provide sales-ready leads.
  • Integrate data on deals across businesses and geographies with Microsoft Teams and gain easy accessibility and sharing of information and documents.
  • Reduce manual efforts by scanning and converting business cards into new records on Microsoft Dynamics 365.
  • Streamline workflow with modern mobile applications and familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Microsoft Dynamics 365 for Sales.
  • Increase the buyer’s confidence by utilizing mixed reality from Microsoft Dynamics 365 Product Visualize to introduce your product.

Improve sales performance

  • Utilize the intuitive seller-generated projections that are augmented with predictive forecasting to increase accuracy in sales predictions and streamline planning.
  • Boost accountability with snapshots and deal flow visualization to track and analyze pipeline changes.
  • Assist sales teams perform better with better insights on deals, relationship analytics, and conversation intelligence.
  • Learn and understand the latest client needs, competitive dynamics, and market trends with AI-driven insights.
  • Proactively identify at-risk deals, gain visibility into conversations, and provide actionable feedback through built-in coaching tools.

Transform with adaptable solutions for your growing business

  • Speed-up time-to-market with adaptable software such as prebuilt Sales and AI applications to suit your needs. Automate workflows, analyze data, and easily build custom application with Microsoft Power Platform.
  • Provide your sales team with customer insights using built-in AI. Modify insights to fit sales processes – without changing the codes.
  • Unify the marketing, sales, and services data to transform the client journey.
  • Reduce the cost and complexity of operating a global infrastructure with Azure, and help safeguard your data throughout Microsoft data centers.

The advantages of Microsoft Dynamics 365 CE for sales and marketing

Company overview: Logicalis is a UK-based provider of integrated information and communications technology infrastructure and services.

Challenge

  • Needed to replace the current CRM system to track all client requests from initiation through delivery
  • Required a unified platform to reduce duplication of work and data and increase visibility into client communications
  • Wanted an effective solution to track quotes

Challenge

  • Needed to replace the current CRM system to track all client requests from initiation through delivery
  • Required a unified platform to reduce duplication of work and data and increase visibility into client communications
  • Wanted an effective solution to track quotes

Solution

  • Microsoft Dynamics CRM
  • Microsoft Dynamics GP (Advanced Recurring Billing, and a custom quote tool)

Solution

  • Microsoft Dynamics CRM
  • Microsoft Dynamics GP (Advanced Recurring Billing, and a custom quote tool)

Outcome

  • Increased business visibility and insight
  • Improved productivity
  • Reduced operating costs

Outcome

  • Increased business visibility and insight
  • Improved productivity
  • Reduced operating costs

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