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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.
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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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Sydney, Australia
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Tel: +12105038420
Fax: 210-503-8420
support@365genesis.com
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