Microsoft Dynamics 365 Sales

This feature allows collecting customer data within the whole customer life cycle: from a prospect to a contract. Such data ranges from contact information to purchasing details and is collected throughout all touchpoints. With a 360-degree customer view, your sales representatives can increase their productivity by getting a deep and personal understanding of customers.

Dynamics 365 Sales features Sales Playbooks, which are predefined sales paths. You may create new Playbooks or customize existing ones to your specific customer types, ensuring a personalized and consistent sales process.

This feature allows for automated lead data entry. It also allows searching for duplicate contact information and unifies this information into a single contact, avoiding communication mishaps.

Dynamics 365 Sales provides extensive automation capabilities, ranging from automated email campaigns to the creation of proposals, quotes, invoices, etc. Personalization is provided via a number of automation triggers working with CRM data such as names and deal details.

This feature allows combining and analyzing CRM data on customer interaction and then generating a collection of suggested actions across each step of the sales process for your sales reps to follow, ensuring consistency in communication and timely service delivery.

Dynamics 365 Sales features AI-powered Sales Insights, which helps you accurately estimate the most promising leads and opportunities attributing scores to them. With the help of AI, existing and new customer data converts into scores. With predictive scoring, you can prioritize quality leads and opportunities and consequently close more deals.

Dynamics 365 Sales is easily integrated with other Microsoft tools, such as Excel, SharePoint and Power BI. This helps create a unified source of truth across the sales department and makes working with lead and opportunity statistics and analytics smoother.