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HOW WE CAN HELP.

Team Project

CRM With Dynamics 365 for Sales Overview

As the latest Microsoft Dynamics sales CRM solution, Dynamics 365 for Sales has been designed to manage virtual client and prospective relationships. Since much of modern business takes place online, Microsoft’s CRM software places an emphasis on digital data, making sure businesses can track and transform it into actionable insight — all while ensuring sellers can maintain personal interactions and genuine relationships.

Data from marketing campaigns, customer behaviors, and sales efforts are combined, analyzed, and used to accelerate new sales. Teams can identify ideal targets, discover next best actions, and collaborate with peers to sell more, faster.

Features

Lead Management

Does your sales team struggle with effective lead management? Microsoft Dynamics 365 for Sales will help your team by defining and managing an effective lead management process.

Sales Process Management

Having a defined sales process based on best practices can significantly improve your sales teams performance. Microsoft Dynamics 365 for Sales provides full sales process management.

Opportunity Management

How accurate is your team’s forecast? Improve how your team manages sales opportunities and increase win rates and raise forecast accuracy with Microsoft Dynamics 365 for Sales.

Goal Management

Account/Territory Management

Visibility & Insights

Hit your numbers by setting and managing sales goals. Microsoft Dynamics 365 for Sales has powerful goal management functionality to set virtually any goal and track progress. 

From ranking accounts to improving customer profiling, Microsoft Dynamics 365 for Sales has you covered. Define and manage how your team manages their accounts or territory.

Real-time dashboards, alerts and powerful reporting capabilities assure you are always informed.

Role Tailored Dashboards

Users can start their day with a dashboard tailored to their role in the organization. 

Dashboards are easy to configure and provide the ability to start at a high level and quickly drill down to the details.

Work with dashboards from anywhere on any device.

Insights by InsideView

Goal Management

Insights by InsideView is included in Microsoft Dynamics 365 and provides data about 13 million companies and 30 million contacts around the world.

The data is aggregated from over 40,000 news and social media sources.

How accurate is your team’s forecast? Improve how your team manages sales opportunities and increase win rates and raise forecast accuracy with Microsoft Dynamics 365 for Sales.

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PROPOSE

PROSPECT

QUALIFY

DEVELOP

CLOSE

YOUR PROCESS

RETAIN

Empower Growth

Sell faster with trusted AI for sales built directly into your CRM. Arm sellers with both predictive and generative AI to inform and assist them throughout the sales cycle. Automate sales processes, build stronger relationships, and guide sellers to close.

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Get a Free Quote.

Sales Agent

CONTACT

Microsoft Dynamics 365 for Sales Pricing

OUR PATNER

2021

Year Established

20

Projects Completed

6

Contractors Appointed

5

STAR RATED

Reach Out 

Learn more about the value our work brings to our clients and their customers.

Offices

Texas, United states

Sydney, Australia

Contact us

Tel: +12105038420

Fax: 210-503-8420
support@365genesis.com

We Build Proactive Solutions

Employment

To apply for a job with 365 Genesis, please send a cover letter together with your C.V. to: support@365genesis.com

or visit careers

Inquiries

For any inquiries, questions or commendations, Please call: 210-503-8420 or fill out the following form

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