Dynamics 365 Sales
Monitor and track your customers from lead to order with built-in sales tools and Microsoft 365 integration that keeps everything in one place.
Understand your customers and win more deals.
Dynamic 365 Sales gives you the power to better understand your customers so you can build better relationships that lead to sales. It offers embedded insights from a highly adaptable platform that has AI capabilities. Dynamics 365 Sales is the platform that enables your team delivering an exceptional customer experience.
Benefits of Dynamics 365 Sales
Build & monitor strong customer relationships
Keep track of relationships with interaction monitoring across Dynamics 365, Microsoft 365, and LinkedIn so anyone on the team can pick up the relationship without missing any context.
Leverage AI
Customize your CRM workflows with built-in, no-code AI to support accurate tracking and scoring of leads and opportunities.
Predictive forecasting
Access sales forecasts with objective data-driven signals that will increase your accuracy and shorten your planning cycles.
Accelerate your sales
Manage leads and opportunties in one system, keeping your records current so anyone can view expected outcomes. The Sales Accelerator within Dynamics 365 minimizes the time you spend searching for your next customer with a single digital workspace.
Collaborate for a better sales experience
Gain the power to integrate multi-channel tools such as soft phone dialer, email templates, and contextual chat/channels to deliver a comprehensive sales experience. Log emails, calls and meetings against accounts so follow-ups don’t rely on inbox memory.
Touch-point capture
Automatically transcribe and analyze customer conversations as well as their emotions and sentiment.
Meet your sales targets
Set goals, monitor results, and provide feedback and coaching to your team in real-time with targeted data and insights. Score your targets to help your team focus on higher-likelihood deals.
Integrate with Microsoft 365
Connect sales with Microsoft 365 so your efforts remain tied to the right records, ensuring your team is more coordinated and successful.
Proven sales experience put to work for you.
JoeDynamics will take the time to understand your sales processes so that your CRM Sales solution integrates with and supports the rest of your business.