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What is Dynamics 365 Sales
What is Dynamics 365 Sales
Learn more about how Microsoft Dynamics 365 Sales boosts sales
Microsoft Dynamics 365 Sales is a comprehensive customer relationship management (CRM) solution designed to streamline sales processes, enhance productivity, and foster stronger customer relationships. It provides sales teams with tools for managing leads, opportunities, accounts, contacts, and sales activities effectively. With features such as pipeline management, forecasting, analytics, and integration with other Microsoft 365 applications, Dynamics 365 Sales empowers organizations to drive revenue growth and achieve sales success.
A comprehensive platform for sales
What is Dynamics 365 Sales?
Sales is a CRM solution from Microsoft and one of the business applications in Dynamics 365. CRM stands for Customer Relationship Management, focusing on customer care and actively building relationships with customers. Sales is part of the Dynamics 365 ‘CRM suite’ called Customer Engagement, which consists of five different apps providing comprehensive CRM support to businesses. Under Customer Engagement, there are apps like Marketing and Customer Service, which we at NAB offer, as well as Field Service and Projects. Sales is the part that targets your sales organization, empowering you and your sales team to work more systematically with your business to become more profitable in the long run.
Manage all your leads and customers
What does Sales do?
Here you’ll find tools to manage all your sales, both new and existing customers. In Sales, your sales team works with leads, opportunities, and ongoing business management. Real-time insights into pipelines are available with interactive dashboards and reports. In Sales, you can also automate many parts of the sales process to avoid time-consuming and repetitive tasks.
With a common platform, all information about customers, opportunities, and leads can be stored and shared with others in your sales team. This allows you to clearly see how the dialogue has progressed and use it as valuable insight when communicating with customers. Both significant and minor events can be recorded to be used as information in the pursuit of creating sustainable business relationships.
Which apps work with Sales?
Sales is part of Dynamics 365 and can therefore easily integrate with other applications from Microsoft’s product portfolio. With apps like Marketing and Customer Service, you create the entire customer journey without having to leave the platform, and information, records, and events sync seamlessly between the apps, providing you with the comprehensive view you need about your customer.
In many other cases, you manage your customers and customer care in one system, invoice in another, and handle potential sales in a third. Here, you get everything within the same platform, so you don’t need to make cumbersome integrations with different system providers. Today, apps from Microsoft 365 also work seamlessly with Dynamics 365, allowing for smart integrations, such as between Outlook and your sales support, to collect the history of the email conversation you’ve had with your customer.
Advantages with Sales
Establish structure and order in your sales processes and in your team
All aspects of your sales in one place
Track customer history with a comprehensive timeline
Unified sales process and workflows for streamlined operations
A shared space for managing your sales – no individual dependency
Smart sales team tracking with reports and metrics in Sales
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