D365CRM Sales

Microsoft Dynamics CRM is an integrated Customer Relationship Management (CRM) system designed to help businesses increase productivity and customer satisfaction. It quickly and effectively helps you stay ahead of the competition with seamless integrations between Dynamics 365 and lead management applications.Key Features

Lead Management

Lead Capture: Automatically capture leads from various sources such as web forms, email marketing campaigns, social media, and manual entry.

Lead Qualification: Score and qualify leads based on specific criteria (e.g., interest, engagement, budget) to ensure that sales teams focus on high-potential opportunities.

Lead Assignment: Use automatic workflows to assign leads to the appropriate sales reps based on territory, product expertise, or workload.

Sales Automation & Customisation

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Opportunity Management

Pipeline Management: Track opportunities through various stages of the sales funnel, from prospecting to closing. Customize the sales stages based on your organization’s process.

Deal Tracking: Manage each opportunity’s details such as expected revenue, close date, products or services involved, and key decision-makers.

Competitor Tracking: Track competitors involved in deals, monitor their strengths and weaknesses, and strategize accordingly.

Customisation and Integration with various external systems.

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Sales Insights

Predictive Lead Scoring: Use AI-driven algorithms to score leads and opportunities based on their likelihood to convert. This helps prioritize efforts on deals with the highest chance of success.

Relationship Insights: Track engagement with customers (e.g., email interactions, meetings, calls) and receive AI-driven recommendations for next best actions.

Conversation Intelligence: Analyse sales calls and meetings to provide real-time insights and coaching, such as identifying buying signals, objections, and potential opportunities.

Mobile CRM App: Access CRM data on-the-go with the Dynamics 365 Sales mobile app. Reps can log activities, update opportunities, and track deals from anywhere.

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