Empower Sellers to Build Stronger Relationships and Win Faster
Transform your sales process with an intelligent CRM solution that provides AI-powered insights, seamless collaboration tools, and a complete view of your customers.
Reinvent Your Sales Experience
Microsoft Dynamics 365 Sales is a modern CRM application that goes beyond traditional sales force automation. It empowers your sellers to build stronger relationships by providing deep insights into customer needs and behaviors. By unifying customer data and embedding AI-driven guidance directly into their workflows, sellers can focus on high-priority leads, personalize engagement, and close deals faster. Integrated with Microsoft Teams and Outlook, it creates a seamless collaborative environment, breaking down silos and accelerating the entire sales cycle.
Key Benefits
Increase Seller Productivity
Boost productivity with AI-generated summaries of customer interactions, automated task prioritization, and seamless integration with Microsoft 365 tools.
Personalize Customer Engagement
Gain a 360-degree view of your customer to understand their needs, predict their intent, and deliver tailored experiences at every touchpoint.
Accelerate Sales Cycles
Leverage AI-powered lead and opportunity scoring to focus on the most promising deals, and use guided selling processes to ensure best practices are followed.
Improve Sales Forecasting
Generate more accurate and reliable revenue forecasts with real-time pipeline data, predictive analytics, and interactive dashboards.
Key Features & Modules
Sales Force Automation Streamline and automate core sales activities to free up sellers’ time.
- Lead and Opportunity Management to track the entire sales journey.
- Contact and Account Management for a complete view of customer data.
- Sales Process Automation with guided workflows.
AI for Sales Embed intelligence into the sales process to guide decisions and predict outcomes.
- Copilot: Get AI assistance to draft emails, summarize meetings, and prepare for engagements.
- Predictive Scoring: Prioritize leads and opportunities most likely to convert.
- Relationship Analytics: Analyze signals from Dynamics 365 and Microsoft 365 to assess relationship health.
Sales Enablement Provide sellers with the tools and content they need to succeed.
- Integrated sales playbook and content library.
- Sequence automation to guide sellers through a series of steps.
- Conversation intelligence to analyze customer calls and provide coaching.
Performance and Analytics Monitor performance and gain deep insights with powerful reporting tools.
- Real-time dashboards and KPIs.
- Interactive sales forecasting and pipeline analysis.
Seamless integration with Power BI for advanced analytics.