Lead Management
Use seamless workflows to automatically capture, score, and follow up with leads so that no opportunity is lost.
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Dynamics 365 Sales
Make Every Sale Count!
Transform the way you sell! With Microsoft Dynamics 365 Sales, turn every opportunity into a success story.
What is Dynamics 365 Sales?
Envision a sales solution that not only adapts to your business activities but also helps propel it. That is what Dynamics 365 Sales offers! It has amazing features powered by artificial intelligence that work best for closing deals, engaging in valuable relationships with customers, and maximizing business growth. Be it a start-up or a corporation, this Customer Relationship Management (CRM) is bound to help you hit your sales targets.
What it offers to businesses:
Smart Sales Automation
Personalized Customer Engagement
Actionable AI-Powered Insights
Advanced Analytics & Reporting
Note: Dynamics 365 Sales transforms the way companies sell. It offers a way to speed up growth and improve sales performance by making sales processes more efficient, learning more about customers, and making better decisions. Ready to take your sales to the next level? Consider Dynamics 365 Sales implementation today!.
Sales Challenges Faced by Businesses
Sales is the lifeline of any business, but the complexities of managing customer relationships and streamlining operations can strain your bottom line. Effective sales strategies are as crucial as supply chain management in driving success.
Disjointed Customer Data
Struggling to connect the dots with scattered customer information? Disjointed customer data can make it tough to understand buyer needs, personalize experiences, and close deals efficiently. Luckily, Dynamics 365 Sales has your back! With Dynamics 365 Sales, disjointed data becomes a thing of the past, letting you focus on what truly matters—building lasting customer relationships!
Here’s how it helps:
Unified Customer View
Real-Time Insights
Seamless Integration
Proactive Customer Engagement
Limited Sales Forecasting
Feeling stuck because your sales predictions aren't coming true? Not making enough predictions can cause you to miss your goals and miss out on potential prospects. You can make accurate predictions and plans with the help of Dynamics 365 Sales. With Dynamics 365 Sales, you can make predictions like a pro!
Due to cloud deployment, you can directly eliminate the expenses related to scaling business, increasing hardware, maintaining the existing system, and upfront investment costs.
Here’s how it helps:
AI Predictions through Dynamics 365 Sales Copilot
Up-to-the-minute insights on sales performance
Integrated Sales Tools
Customized Forecast Models
Customer Engagement Gaps
Struggling to maintain consistent and meaningful customer interactions? Gaps in customer engagement can result in missed opportunities and weak relationships. With Dynamics 365 Sales, you can fill those gaps and build stronger connections. With Dynamics 365 Sales, you’ll never miss a beat in customer engagement!
Here’s how it helps:
Personalized Interactions
AI-Powered Engagement
Multi-Channel Support
Real-Time Feedback
Inefficient Lead Management
It can be hard to keep track of all the leads you have, especially when they are falling through the cracks. Lead management that doesn't work well wastes potential and slows growth. You can transform your sales operations and close more deals with Dynamics 365 Sales. Managing leads is easier and more effective with Dynamics 365 Sales!
Here’s how it helps:
Smart Lead Scoring
Centralized Lead Data
Seamless Nurturing
Live Analytics
Dynamics 365 Sales: Modules in Action
If you want to be successful in sales, Dynamics 365 Sales has powerful tools that can help you streamline processes, become more efficient, and build stronger relationships with customers. Let's look at five important modules that really make a difference. More than a CRM, Dynamics 365 is a strategic partner that helps your business excel and thrive.
Opportunity Management
Track the lifecycle of each deal and keep your team aligned with real-time updates.
Task Automation
Automate repetitive tasks like follow-ups and reminders so your team can focus on strategic actions.
Sales Forecasting
Use past data and current pipeline success to predict sales trends and set realistic goals.
Quote Management
It's easy to make professional quotes for clients that are specific to their wants and needs.
Email Integration
Sync emails with CRM to keep all of your messages in one place and make following up easier.
Personalized Communication
Personalize your emails, calls, and texts based on information about your customers to get them more involved and increase sales.
Multi-Channel Interaction
Communicate via email, social media, and phone calls, all from one centralized platform.
Customer Journey Mapping
keep track of each customer's journey and make sure you reach out to them at the right time and in the right way at each stage.
AI-Powered Insights
Based on how customers behave and what they like, use AI to predict the best ways to connect them.
Real-Time Feedback
Get feedback from customers right away and act on it to make their experience better.
Automated Engagement
Set up automated ways to talk to customers so you can follow up with them at the right time.
Goal Setting
Make sure your team's sales goals are in line with the company's overall goals and keep track of their progress.
Performance Dashboards
Customizable dashboards let you see real-time information about how well your team and individuals are doing.
Activity Tracking
Keep an eye on and record sales activities to find the ones that work best and make changes to the ones that don't.
Incentive Management
Set up and manage sales incentives to motivate your team and reward top performers.
Sales Analytics
Use AI-driven analytics to gain deeper insights into sales performance, trends, and areas for improvement.
Custom Reports
Make thorough reports to see how well your sales are doing and figure out where your resources should be directed.
Lead Scoring
Automatically score leads based on engagement, likelihood to convert, and other predictive criteria.
Opportunity Tracking
Keep track of the sales process at all stages, from the first contact to the closing of the deal.
Lead Assignment
Based on their skills and tasks, automatically send leads to the best sales reps.
Pipeline Management
You can see your sales pipeline, which makes it easier to organize and prioritize prospects.
Activity Tracking
Keep track of your interactions and activities with leads and prospects to ensure timely follow-up and accountability.
AI-Powered Suggestions
Receive AI-driven recommendations for the next steps, helping to push opportunities forward faster.
AI Predictions
Use AI to forecast how sales will go in the future, which will help you make smart choices.
Performance Benchmarks
To find areas of improvement, compare your sales success to internal and industry standards.
Customer Insights
Use in-depth analytics to learn about your customers' habits and needs to engage them in a more personalized way.
Deal Insights
Get actionable information about how the deal is going, which will help your team focus on the things that will have the biggest impact.
Sentiment Analysis
To make better sales pitches, you can use sentiment analysis to figure out how your customers really feel.
Custom Alerts
Set up alerts for significant changes in customer status or sales pipeline stages, ensuring no opportunity is overlooked.
Lead Management
Use seamless workflows to automatically capture, score, and follow up with leads so that no opportunity is lost.
Opportunity Management
Track the lifecycle of each deal and keep your team aligned with real-time updates.
Task Automation
Automate repetitive tasks like follow-ups and reminders so your team can focus on strategic actions.
Sales Forecasting
Use past data and current pipeline success to predict sales trends and set realistic goals.
Quote Management
It's easy to make professional quotes for clients that are specific to their wants and needs.
Email Integration
Sync emails with CRM to keep all of your messages in one place and make following up easier.
Personalized Communication
Personalize your emails, calls, and texts based on information about your customers to get them more involved and increase sales.
Multi-Channel Interaction
Communicate via email, social media, and phone calls, all from one centralized platform.
Customer Journey Mapping
keep track of each customer's journey and make sure you reach out to them at the right time and in the right way at each stage.
AI-Powered Insights
Based on how customers behave and what they like, use AI to predict the best ways to connect them.
Real-Time Feedback
Get feedback from customers right away and act on it to make their experience better.
Automated Engagement
Set up automated ways to talk to customers so you can follow up with them at the right time.
Goal Setting
Make sure your team's sales goals are in line with the company's overall goals and keep track of their progress.
Performance Dashboards
Customizable dashboards let you see real-time information about how well your team and individuals are doing.
Activity Tracking
Keep an eye on and record sales activities to find the ones that work best and make changes to the ones that don't.
Incentive Management
Set up and manage sales incentives to motivate your team and reward top performers.
Sales Analytics
Use AI-driven analytics to gain deeper insights into sales performance, trends, and areas for improvement.
Custom Reports
Make thorough reports to see how well your sales are doing and figure out where your resources should be directed.
Lead Scoring
Automatically score leads based on engagement, likelihood to convert, and other predictive criteria.
Opportunity Tracking
Keep track of the sales process at all stages, from the first contact to the closing of the deal.
Lead Assignment
Based on their skills and tasks, automatically send leads to the best sales reps.
Pipeline Management
You can see your sales pipeline, which makes it easier to organize and prioritize prospects.
Activity Tracking
Keep track of your interactions and activities with leads and prospects to ensure timely follow-up and accountability.
AI-Powered Suggestions
Receive AI-driven recommendations for the next steps, helping to push opportunities forward faster.
AI Predictions
Use AI to forecast how sales will go in the future, which will help you make smart choices.
Performance Benchmarks
To find areas of improvement, compare your sales success to internal and industry standards.
Customer Insights
Use in-depth analytics to learn about your customers' habits and needs to engage them in a more personalized way.
Deal Insights
Get actionable information about how the deal is going, which will help your team focus on the things that will have the biggest impact.
Sentiment Analysis
To make better sales pitches, you can use sentiment analysis to figure out how your customers really feel.
Custom Alerts
Set up alerts for significant changes in customer status or sales pipeline stages, ensuring no opportunity is overlooked.
Benefits of Dynamics 365 Sales: Unlock Success, Drive Growth
Dynamics 365 Sales isn't just another CRM; it's a game-changer that speeds up your sales processes and helps your business grow. This is how it helps you boost your sales and grow.
Boosted Sales Efficiency
Your sales team will be able to focus on what really matters, closing deals and bringing in money, when you automate routine tasks and streamline your sales processes
AI-Driven Insights
Get AI-powered insights that you can use to make smarter choices, spot trends, and fine-tune your sales strategies in real-time for the best results.
Seamless Integration
Work alongside other Microsoft products, like Dynamics 365 Customer Service and Dynamics 365 Customer Insights, without any problems. This makes an interconnected, data-driven environment that helps people work together and deliver their best.
Enhanced Customer Relationships
Personalize every interaction with your customers using detailed insights and automated communication, making every touchpoint more meaningful and increasing customer satisfaction and loyalty.
Make the Switch to Dynamics 365 Sales
Take control of your sales process like never before, from lead generation to closing deals, all in one place!
Elevate Your Sales Game!Dynamics 365 Sales: Services We Offer to You
We’re here to help you elevate your sales game with our expert Dynamics 365 Sales services. Your business deserves the best, and we’re ready to make that happen.
Dynamics 365 Finance Pricing and Licensing
After the split-up of Dynamics 365 Finance and Operations, Microsoft priced Dynamics 365 Finance and Dynamics 365 Supply Chain at the same level. Microsoft has simplified the licensing of Dynamics 365 Finance with 4 different plans.
Team Member
$8 per user/month
- Create and approve budgets
- Update existing budget plans
- Check account payable data
- Check account receivable data
Operational Activity
$50 per user/month
- Monitor financial performance
- Review operational performance
- Approve departmental budgets
- Responds to budget inquiries
- Document budget events
Finance
$210.00 per user/month
- All features of Operational Activity
- Review accounting operations
- Manage document vendor invoice
- Manage in-house and external auditors
- Manage taxable documentation
Finance Premium
$300 per user/month
- All features of Finance
- Admin access to monitor everything
- Manage treasury events
- Review all accounting process
- Review collection process
Want a tailored solution for Dynamics 365 Sales? Our experts are here to craft the perfect plan for your business needs.
Contact a Dynamics 365 Consultant Now!Why are Businesses choosing Dynamics Square over others?
Partner with Dynamics Square to get access to a team of certified technical consultants who will guide us on the path of successful Dynamics 365 implementation. Also, we will empower you to build a global market presence and optimize your financial processes for maximum business growth.
Proven Track Record
We have a proven track record of implementing the Dynamics 365 solution in more than 350 global businesses. Our extensive Dynamics 365 Finance implementation methodology has helped us reach diverse industries.
Personalized Approach
Once you contact us, we will understand your business requirements, goals, and challenges to offer you a personalized solution that perfectly aligns with your unique business.
Agile Support System
Dynamics Square is available for you before and after the implementation so that your business runs smoothly even in hard times. We will offer support, maintenance, and optimization services to help you gain a competitive advantage.
Global Infrastructure
We are well versed in the infrastructure needed to offer reliable services, whether remote or on-site. Our 24x7 global support is always available by your side, following global compliances.
