What is Dynamics 365 for Sales?

Microsoft Dynamics 365 for Sales is an advanced CRM solution, providing the contact management and business intelligence tools needed to turn more leads into business.

With intuitive functionality, sales teams can follow all prospect communications from first contact to transaction from within the Dynamics 365 for Sales CRM system. They can then use insights generated to help move other potential customers through the sales funnel faster and increase revenues.

For sales managers, Dynamics 365 for Sales delivers comprehensive and accurate forecasting of potential revenue, as well as up-to-the-minute performance monitoring of their sales team.

To arrange a CRM demo, or discuss a project, please get in touch.

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Benefits of Dynamics 365 for Sales

A Dynamics 365 for Sales CRM solution can assist your teams in the following key ways:

  • Increase sales
    Dynamics 365 for Sales provides all of the CRM functionality necessary to support sales activities, making both teams and managers more effective. As a result, over three-quarters of sales managers surveyed have stated that a CRM solution increases sales in their business. Microsoft has even calculated that, on average, a Dynamics 365 solution will return over £15 to a business for every £1 invested.
  • Manage leads & customer engagement
    Automating and simplifying lead and customer engagement can significantly shorten the sales cycle, meaning your teams have time to convert more business. Dynamics 365 for Sales streamlines contact information and records, making it easier to quickly see key requirements and last contact. Dynamics 365 for Sales can also be used to prompt sales teams to undertake follow-up communications, ensuring leads never go cold.
  • Personalise communication
    Over 75% of customers value personalised customer service as part of their sales experience. A Dynamics 365 for Sales CR< makes it easy to track all aspects of customer communication, allowing your sales team to engage your customers and prospects on their interests and priorities. Dynamics 365 connects intuitively with both Outlook and LinkedIn to keep track of company and contact updates, allowing you to further personalise communication. And with Sales Insights, you can even get AI-style intelligence about which leads should be prioritised based on buying signals in emails – or which prospects are best left to another day!
  • Track performance & pipeline
    Dynamics 365 or Sales makes it easy to see both historic and real-time sales data, helping to predict upcoming sales trends and ensuring supply and resource levels. Data can also help sales managers to know which team members need their efforts focused upon, or which deals are most likely to convert. Power BI can then be used to turn sales data into understandable graphs and visualisations, allowing you to compare performance metrics with just a few clicks.

Discover how our Dynamics 365 for Sales solutions have helped increase revenue with leading companies in some of our recent projects:

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Dynamics 365 for Sales Implementation

Ready to adopt Dynamics 365 for Sales? We offer the following implementation strategies to get organisations up and running:

Microsoft Dynamics 365 for Sales is a leading CRM solution for managing and nurturing leads and customer enquiries. Our fixed-price, one-day implementation is designed to get you up-and-running as quickly as possible.

As a popular Microsoft product, many employees already know what they’re doing with Dynamics 365 for Sales. Our implementation offering is therefore perfect for organisations that have this user knowledge but need the initial technical know-how to get started.

Alternatively, it’s a great value approach for organisations looking to go on their own Dynamics 365 journey without the requirement of project consultancy.

Deliverables

Our Dynamics 365 for Sales Instant Starter package provides:

• Creation of a new Dynamics 365 instance
• Office 365 tenant setup (as required)
• Assignment of user licences
• Creation of security roles
• Server synchronisation setup
• User guidance on how to access Microsoft Dynamics 365 for Sales
• ‘Train the trainer’ handover for the administrator/s via video call (subject to availability of both parties).
• Introduction to Microsoft’s guides and learning platform

Akita is an experienced Microsoft Dynamics developer. Should you require additional assistance post-implementation, our consultants will be happy to discuss further solutions and services with you.

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Over 65% of organisations adopt a CRM system within their first five years of operations. This is because of the business benefits that a CRM can bring to sales, marketing, customer services and more.

Dynamics 365 for Sales is a leading solution for managing and nurturing leads and customer enquiries. It’s the perfect solution for organisations looking to get started with a sales CRM.

We recognise that while many businesses want a CRM system, they don’t have the time to spare to get involved in a complex CRM setup project. Our one week deployment is designed to get you up and running with Dynamics 365 for Sales as quickly as possible, so you can start enjoying the benefits of the platform.

Deliverables

As part of the deployment of your Dynamics 365 for Sales CRM system we will provide:

• Initial consultancy
• Provision of the Dynamics 365 instance
• Activation of Dynamics 365 for Sales
• User setup for up to 10 users (including Dynamics 365 access via mobile devices)
• Office 365 Outlook, SharePoint and LinkedIn configuration (if solutions are already in use)
• Basic customisation of forms and fields to fit your account management process
• Basic customisation of forms and fields to fit your lead capture process
• Import of existing sales data*
• Training session for all users

*Assistance may be required in configuring data to the Dynamics 365 for Sales setup

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Whether you've got complex CRM requirements, are looking to migrate to Dynamics 365 for Sales from another CRM system, or have 3rd party
integrations to consider, we'll be able to create a tailored plan for Dynamics 365 implementation and adoption. We'll be happy to discuss you requirements and provide a quote. Start a conversation today.

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Dynamics 365 Sales Professional & Enterprise

Dynamics 365 for Sales comes in two variations to suit organisations of different sizes:

Dynamics 365 Sales Professional – Professional offers a comprehensive sales CRM solution, with full lead management functionality, product detail repository and quick campaign marketing functions. Dynamics 365 for Sales Professional integrates easily with Outlook, OneNote, SharePoint and Power BI.

Dynamics 365 Sales Enterprise – Enterprise offers all of the features included within Professional plus additional features such as business card scanner, access to sales playbooks, and solutions for partner, competitor and territory management. Dynamics 365 for Sales Enterprise additionally offers extensibility for Power Apps and Power Automate solutions.

Need help deciding which is right for you? Get in touch to arrange a demo of both.

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...Packaged solutions to address all [sales] functional needs

Gartner

Get 25% off Dynamics 365 Sales Professional Licenses

Until June 2020 there's 25% off new Dynamics 365 for Sales Professional seats purchased. Discounts apply for 3 years, saving you upwards of £4,000. Contact us for more info (Ts & Cs apply).

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Wider Dynamics 365 Services

Along with implementing new Dynamics 365 for Sales instances, we offer a wide range of services for organisations with existing sales CRM systems in Dynamics 365 and legacy versions of Microsoft Dynamics.

We also develop a range of other Dynamics 365 services that compliment a sales CRM system, including solutions for marketing, customer service and field service. For information on combining solutions, please get in touch.

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