Does this sound familiar: your sales department is so busy that it hardly has time for actual sales? And many follow-up orders, or even potential new business, fall by the wayside? In addition, there is the tedious task of gathering information on current inquiries, quotes, and order backlogs – not to mention compiling the sales forecast! What if we gave your sales force more time and space to work for, and with, your customers? The solution is actually very simple: with the digital workplace Microsoft Dynamics 365 Sales, your sales force can realize sales success within your existing customer business and stay one step ahead of your competition when it comes to new customers. And of course, you can do this anywhere and without leaving your familiar work environment using Microsoft Outlook and Teams.
Microsoft Dynamics 365 Sales gives your sales staff time for the important things: new customer acquisition and existing customer care. Sales management from the initial inquiry to the closing sale, as well as the sales forecast also nearly take care of themselves.
The best part: your sales team can work anywhere, on any device, and instantly leverage relevant information from the most important social media platform in business, thanks to the integration with LinkedIn.
100% digital teamwork for and with customers in the familiar Microsoft 365 working environment.
360° view of all customer information: from inquiries and offers to orders and invoices, as well as mail and correspondence, notes, chats, and video calls – of course, on any device
Automated data maintenance via integrations with Microsoft Teams, Outlook, and Viva
Extensive BI evaluations and analyses of current successes & future sales potentials
Microsoft Dynamics 365 Sales is the CRM solution for your sales. It covers both the entire customer relationship management with a central 360° view of all customer data, as well as the control of sales processes and sales processing. In addition, the solution has a wide range of business intelligence reporting. Integration with Microsoft 365 Teams and Outlook provides optimal support for teamwork in sales.
Microsoft Dynamics 365 Sales includes a customer information system with a 360° view of all business relationships. For transparent control of sales activities, Microsoft Dynamics 365 Sales has a structured sales process from the initial inquiry to the closing sale and invoicing. Each phase of the sales process can be managed with common evaluation criteria such as the probability of success, activity tracking, and workflows. A wide range of business intelligence analyses and evaluations from current orders and forecasts to pipelines and sales histories further simplify sales and corporate management.
Microsoft Dynamics CRM is the previous version and was renamed Microsoft Dynamics 365 in 2016, with both Dynamics CRM and Dynamics AX being integrated into the Dynamics 365 family as ERP systems. For small and medium-sized businesses, Dynamics NAV was integrated into the Microsoft Dynamics 365 family as Business Central. In the new Microsoft Dynamics 365 version, Sales, Marketing, Customer Service, and Field Service are independent modules that can also be individually licensed and used.
We are happy to support you in choosing your new sales solution! In our non-binding live demo, we will show you the environment and answer your questions.
Our CRM team accompanies you on the path to digital sales with expertise and empathy. We advise you on the optimal mapping of your sales processes in Microsoft Dynamics 365 Sales. Of course, we accompany your sales team during the transformation to a digital sales team: we get rid of data silos, remove uncertainties, and promote creative ideas.
We are a Microsoft Solutions Partner, specializing in Business Applications, as well as Digital and App Innovations (Azure). Additionally, we were once again appointed by Microsoft to the prestigious Microsoft Inner Circle 2022/2023. Specifically, this means that we maintain a very close relationship with Microsoft and can, thus, bring in additional expertise when advising and supporting our customers.
with our business partners and customers. Thanks to our strong staff retention, we ensure that you benefit from long-term support from the same contact persons. This has a positive effect on the quality of our services and on our whole business relationship.
Whether you need more information, are interested in a live demo or just want to talk to our experts, we look forward to hearing from you and getting to know you and your company!
Awarded. If we do it, we do it right. There is a reason why we achieved Microsoft Gold and Solutions Partner satus, SAP Gold Partner status. And Creditreform has confirmed our excellent credit rating.
