Do more with less, with Microsoft Dynamics 365 Sales CRM

Boost your sales performance, cut your costs, and connect your business like never before. Dynamics 365 Sales CRM, is the ultimate solution for managing your customer relationships.

What is Dynamics 365 Sales CRM?

Dynamics 365 Sales CRM is a cloud-based solution that helps you manage your customer relationships, sales processes, and data insights. It is part of the Dynamics 365 suite of applications, which also includes marketing, customer service, finance, and more. Dynamics 365 Sales CRM allows you to:

  • Track leads, opportunities, and accounts with a unified view of your sales pipeline.
  • Automate tasks, workflows, and reminders with AI-powered assistance and low-code tools.
  • Visualise and share data insights with interactive reports and dashboards using Power BI.
  • Use advanced analytics and machine learning to discover hidden patterns, trends, and opportunities in your data.
  • Collaborate with your team and customers using Microsoft Teams and Outlook integration.

Dynamics 365 Sales CRM is a flexible and scalable solution that can be easily tailored to suit your organisation’s needs and budget. You can choose to use it on-premises or in the cloud, and you can access it from any device. You can also extend its functionality with third-party apps and services from the Microsoft AppSource marketplace.

Dynamics 365 for Sales CRM

Top 10 Functions of Dynamics 365 Sales CRM

There’s lots that can be achieved with D365 Sales CRM, but some of the common day-to-day uses of the solutoin include:

1. Importing data easily from various sources, such as Excel, Outlook, or other CRM systems.

2. Telemarketing the right way by using built-in phone integration, call scripts, and lead scoring.

3. Accessing the system from anywhere and any device, including tablets and mobile phones.

4. Integrating with other Microsoft platforms, such as Office 365, Power BI, SharePoint, and Teams.

5. Tracking your sales pipeline by stage, probability, revenue, and estimated close date1.

6. Tracking your competitors and their strengths and weaknesses, and analysing how best to complete with them.

7. Using live sales dashboards and reports to monitor your performance and identify areas for improvement.

8. Integrating with social media platforms, such as LinkedIn and X/Twitter, to engage with prospects and customers.

9. Using advanced analytics and machine learning to discover hidden patterns, trends, and opportunities in your data.

10. Automating your sales processes and workflows with AI-powered assistance and low-code tools.

Take the 1st step to data-driven success.

Contact Hopton Analytics today to learn more about Microsoft Fabric and how it can help you achieve your business goals!