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How Dynamics 365 Sales can help you outpace your competition

Sales professionals have to work with numerous stakeholders and colleagues throughout the process of fostering and closing a deal, this leads to more complex sales cycles that can be deeply inhibited by disconnected processes or tools. On top of this, disparate systems can leave individuals spending valuable time trying to collate insight needed to build strong relationships with customers and present themselves as trusted advisors.

Introducing the solution

Dynamics 365 Sales

Dynamics 365 Sales is an integrated CRM solution that works to take you beyond sales force automation, boost your seller productivity, understand your customer needs, win more deals and ultimately outpace your competition.

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Dynamics 365

Dynamics 365 is Microsoft’s secure and scalable ERP and CRM solution. To find out more about the solution as a whole check out our webpage.

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What are the benefits?

Data-driven Insights

By leveraging data-driven insights and AI, Dynamics 365 Sales helps sellers identify which sales opportunities to pursue, the best actions to take, and ways to personalise their engagement. Sales Force Automation (SFA) tools focus on minimising admin tasks and by partnering this with an embrace of AI, teams can improve seller responsiveness and drive meaningful customer engagements at scale. Dynamics 365 Sales connects to your Microsoft 365 apps and activities, offering embedded insights that can inform engagements and next steps, even supporting relationship health scores that provide sellers a pulse on the overall health of each customer.

Automated manual tasks

Dynamics 365 allows you to reduce time spent on manual tasks or ‘busywork’ by automating tasks and completing actions from within Outlook. By working seamlessly with familiar tools like Microsoft 365, user adoption can increase with less time in training required. Additionally, mobile apps allow users to stay productive when outside of the office. Users can review and approve quotes and orders with secure workflows, capture contact records by simply taking pictures of business cards, and are even offered contextual prompts promoting the efficient, accurate, and timely entry of data.

A connected sales platform

Disparate tools can make selling inefficient, but by providing a centralised business application hub that can easily integrate with other tools, Dynamics allows teams to work within a connected sales platform. By empowering sellers to utilise a platform that is easy to set up, configure, maintain, and navigate, onus is taken off IT staff who can now focus on other priorities. Dynamics 365 capabilities are available as pre-packaged applications with the ability to add more functionality over time should it be needed. Get your connected solution up and running in the space of days.

How does this help me outpace my competition?

By uniting people, data, information and processes in one centralised location, Dynamics 365 allows teams to work efficiently and with insight at their fingertips. All of this supports the creation of a personalised selling experience, helping you outpace your competition and foster customer loyalty.


To find out more about Dynamics 365, get in touch with our team of experts for a free consultation. 

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