Microsoft Dynamics 365 Sales
Transform the buyer journey for sellers and customers alike
The modern buyer demands seamless experiences from their suppliers. Sales teams must go beyond transactions and operational interaction to provide deep and proactive relationships that are built on customer insight and trust.
Purchasing processes have become more complex with consumers better informed, independent and becoming influencers.
Sales directors and managers need a solution that can help their teams grow their business, prioritize action items and sign deals faster.
Microsoft Dynamics 365 Sales is a leading CRM that empowers sellers with advanced functionality to improve productivity, become smarter in selling cycles, provide customer insights and reduce administrative barriers.
BENEFITS – Dynamics 365 Sales
Improve sales conversions and win rates
Lead and opportunity scoring based on advanced scoring models identifies customers most likely to convert and buy, so your sales team can prioritize and focus their activities to grow your business.
Minimize routine tasks and tailor engagement
As your sellers enter notes and update their CRM, contextual prompts suggest new records to create and even personalized talking points with the prospect as the next best action.
Smart sales performance monitoring
Sales performance management is made easier, with goal setting, results monitored in real time, providing feedback and coaching in real time. Empower your team with what-if analysis with immersive Excel to support decision making.
Keep commercial relationships on track
Signals and alerts from Dynamics 365 Sales and Office 365 reveal relationship health and any risks to your engagement with customers and prospects.
CAPABILITIES – Dynamics 365 Sales
Smart selling with contextual Artificial Intelligence
Focus on the right customers, build trusted relationships, and take swift action using AI-driven guidance to optimize buying experiences.
Guide sellers on email communications best practice so they can see how customers interact with their emails and make improvements.
Increase response rates through warm introductions from colleagues and networks who already have collaborations with prospects.
Build authentic relationships with personalized engagement
Keep the focus on relationships using unified solutions and data across LinkedIn Sales Navigator, Dynamics 365 Sales, and Office 365.
With LinkedIn Sales Navigator integration, sellers can build trust and easily manage relationships at scale. Your sales team can view profiles and insights including related leads and ways to secure a warm introduction.
Keep track of contacts and visualize relationships among contacts with interactive org charts to pinpoint the potential influencers and decision makers.
See the customer’s point of view to improve sales engagement, customer data is combined with survey insights.
Boost sales productivity
Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, documents and business applications.
Sales documents embedded within Office 365 fit the way your sales team work each day for better collaboration and personalized engagement.
Sales playbooks and business process workflows contain repeatable, winning sales techniques with contextual reference materials to guide your sellers through a deal.
Reduce admin with the ability to scan and convert business cards into new records in Dynamics 365 Sales.
Drive sales performance
Sales management are supported to improve team performance with pipeline analysis, deal insights, relationship analytics and conversation intelligence.
Become more proactive by identifying at-risk deals and provide actionable feedback through built-in coaching tools.
Boost performance, productivity and business application adoption through fun, engaging team-based competitions.
Look at the wider picture by discovery of emerging customer needs, competitive insight and market trends with AI-driven tools.
FEATURES – Dynamics 365 Sales
PRODWARE SOLUTIONS, ACCELERATORS & SERVICES
CEM GDPR accelerator
The GDPR accelerator enables organizations’ CRM to be compliant with GDPR regulations. The accelerator simplifies compliance with privacy requests from data subjects, with an easy to use interface for CRM operators, and logs all operations to comply with record-keeping requirements. This accelerator includes consents database management and search functionality to help your team quickly perform users’ rights.
Meeting Notes accelerator
Companies lacking administrative processes surrounding client interactions and meetings, face challenges such as lack of follow up, duplication of effort, loss of information and lack of sharing of key information across the company, resulting in a frustrating customer experience. This accelerator helps by reflecting commercial client interactions directly within your Microsoft Dynamics 365 Sales app; including when the communication with a client happened, who was involved, a brief summary, what was the proposed solution and what are the next actions to be taken, ensuring that information is kept and shared across the business.
monday.com connector for Dynamics 365 Sales
Many processes and projects where multiple individuals or teams interact can struggle to remain aligned, especially when more teams are working from home. When these teams are not using the same system, information silos are formed. This is because, most tools are built around a single “topic” and not around teamwork. The monday.com platform provides the flexibility to build and adapt to any workflow, project or process.
Prodware’s Connector between monday.com and Microsoft Dynamics 365 Sales manages the information flow from Sales to Project Delivery, speeding up the handover process by automatically creating a project planning template from a won opportunity. The connector helps to break down team siloes and reduces duplication of work.
Customer demand for personalization is a given in commercial processes. Sales teams need efficient tools in the quote process that takes into account a variety of discounting, product and customer possibilities. The CPQ accelerator is a quote configuration engine to remove time consuming elements of searching products, matching discounts and copy/pasting into proposals. The workflows match sales best practice of preparing and issuing quotations in order to give your customers an efficient and accurate service.Sales teams can offer discounts according to their role automatically, edit price lists, write in products that do not appear in the catalog, set the language, create product relationships (for up and cross sell), import/export products between the accelerator and excel and quickly generate personalized quote documents and templates.
Based on Microsoft Dynamics 365 Sales, Fast Sales is an off-the-shelf CRM for sales, built to respond to the needs of SMB. Ready to use and easy to manage, it’s the perfect solution for SMB sales departments to manage their clients and prospects.
CRM User Adoption service
Our CRM User Adoption service helps in a key element of any CRM implementation, for the long-term success and value from your business investment.
Critically, we support your organization before, during and after CRM implementation to ensure you get the true value of the latest technology.
Wealth Management solution
This financial services solution, integrated with Microsoft Dynamics 365 Sales; helps users by providing a holistic view of client potential, categorize profiles and set priorities. It gives users a 360 degree client view and analytics, optimizes portfolio management, and connects multiple back end systems with easy mapping and sync updates.
Mergers & Acquisitions solution
Through the intuitive Microsoft enabled reporting and monitoring tools such as dashboards, reports, charts, views, dynamic Excel and Power BI analytics, managers can achieve a real-time view of business KPIs. Prodware have created specific M&A built-in reports that surface trends of the pipe, conversion ratios of pitches, repartition of the account install base, various financial statistics coming from deals in progress and signed deals.
Why choose Prodware?
As a Microsoft partner, Prodware has developed and implemented hundreds of Dynamics CRM and Dynamics 365 Customer Engagement projects across Europe.
Our experienced R&D team work closely with our clients to develop solutions that suit their own client engagement needs.