Build purposeful relationships with prospects to strengthen your customer pipeline. With Dynamics 365 Sales, you’ll have access to all the tools your sales experts need to manage their leads and pipelines effectively and take action based on real-time insight.
Using the Sales app, members of your team can access information on opportunities and orders via any device to discover which stage in the customer journey each lead is at, as well as reviewing configurable dashboards that give immediate insight into relationships and important sales information.
In addition, out-of-the box integration with Office 365 allows employees to link documents seamlessly to individual records and enables Excel data to be analysed without leaving the Sales app itself.
Effectively manage end-to-end sales processes from any device.
Store all your data in a single secure location, accessible from anywhere.
Improve performance using real-time analytics, reports and dashboards.
With the ability to log and access notes, appointments, emails, phone calls and more, Sales provides team members with immediate context when they come to view individual customer records, helping them manage communications effectively.
As part of the broader Microsoft Customer Engagement package, Sales can integrate with other platforms to provide further functionality – for example, qualified leads can be effortlessly migrated to Dynamics 365 Marketing for your marketing team to target them with relevant communications.