OVERVIEW

The way customers interact with businesses has fundamentally changed. Today’s customers are connected via mobile devices, plugged into their social network, and doing their own research. They are more informed and have higher expectations. Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment.

 

Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment. Sellers can take action based on insights, build strong relationships, and increase sales performance, all while maximizing productivity.

 

Dynamics 365 for Sales Solution Pitch DeckDynamics for sales

ACTIONABLE INSIGHTS

PROSPECT AND LEAD PRIORITIZATION

Transform your organization from diagnosing what happened in the past to predicting what will happen in the future, leading to improvements in retention, engagement, and monetization.

RELATIONSHIP HEALTH

Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action, allowing Sales team to focus on the most important prospects and customers.

CUSTOMER INTELLIGENCE

Harness the power of Dynamics 365 for Customer insights to engage customers in more personalized and effective ways.

RELATIONSHIP MANAGEMENT

LINKEDIN SALES NAVIGATOR INTEGRATION

Tap into the power of LinkedIn's network of more than 500 million professional members. Identify, understand, and connect with buyers by tapping into the power of social networks, including those of your colleagues.

EMAIL INTELLIGENCE

Gain insights from email integration with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are the most receptive to being engaged.

CONTENT PERSONALIZATION

Get intelligent suggestions for relevant content and use Office 365 to quickly personalize content. Package all the sales content in one organized view for buyers with PointDrive. Identify new stakeholders at the account when your buyer forwards PointDrive to other contacts.

SALES PRODUCTIVITY

SALES PROCESS

Optimize the sales efforts with process automation and a guided sales process based on best practices. Know what steps to take next to close deals faster with embedded business process.

OPPORTUNITY MANAGEMENT

Manage customers and deals where and how you work, whether it's web apps or Outlook across smartphone, tablet, PC, and Mac. Office 365 apps work seamlessly with Dynamics 365 for Sales, so salespeople can complete tasks in familiar, preferred tools.

SALES MOBILITY

Sell smarter - anytime, anywhere, even offline. Work on the go with rich, modern mobile apps that provide contextual news, social data, and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders, and find information.

SALES PERFORMANCE

SELLER ONBOARDING

Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation. It's not just for learning how to use the Sales application. It's also ideal for driving your organization's specific sales processes and immediate priorities.

SALES EFFECTIVENESS

Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real-time. With quota setting and analytic dashboards, easily set goals, monitor results, investigate deviations from plan, and take corrective action.

REPORTS AND DASHBOARDS

Get answers fast with natural language Q&A. Conduct all the analysis independently, without having to rely on any technical resources. Use pre-built Power BI Sales templates to get up and run quickly.

Need more information for this solution? Download this document.

DYNAMICS 365 FOR SALES DATASHEET