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Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a CRM system that allows you to manage customer relationships and conclude transactions faster. Integration of Microsoft Dynamics 365 Sales with Microsoft Outlook and Microsoft Teams facilitates internal communication, delegating tasks and contact with customers from one place. Intelligent sales management allows you to determine the real potential of the customer, and the classification of the conversation stage makes it easier to manage subsequent steps in the sales process.

Perfect representation of the sales process

1. Lead – nowe okazje sprzedażowe klasyfikujemy tematem czego ma dotyczyć sprzedaż, uzupełniając kolejno Kartę klienta i jego dane kontaktowe. W tym miejscu możemy zakwalifikować kontakt jako okazję sprzedażową.

2. Opportunty – podczas obsługi okazji sprzedażowej uzupełniamy produkt, którym jest zainteresowany nasz klient, ustalenie kolejnego kontaktu i przesłania oferty sprzedażowej.

3. Quote – oferta sprzedażowa ma już swoją serię numeracji, zawiera produkt jaki ma zostać zaproponowany klientowi oraz cenę sprzedaży. Dodatkowo możemy zamieścić rabat dla klienta i zaakceptować ofertę. W momencie akceptacji oferty możemy przejść do zamówienia sprzedaży.

4. Orders – zamówienie sprzedaży przenosi dane z oferty na gotowe zamówienie sprzedaży dla naszego klienta. Możemy takie zamówienie realizować w całości lub częściowo.

5. Invoice – zrealizowane zamówienie kończy się wystawieniem faktury dla klienta.

See what the user interface looks like

CRM

  • Microsoft Dynamics 365 Sales is a customer relationship management center. It is a tool that helps sellers close sales opportunities.
  • From the perspective of one window, you can contact customers, return to conversations about the product the customer was interested in, and delegate customers to dedicated specialists.
  • By creating a company record, you can set the contacts of a given client in accordance with the hierarchy and responsibility for a given process.
  • The progress of customer relationships can be viewed in relationship analytics, where we can view statistics related to communication with a given customer, as well as a timeline where we have information about the contact and form of contact with the customer.

Wbudowany Copilot

  • Microsoft Sales is an AI-based sales assistant. Sales Copilot is available in the tools in which salespeople work, such as Outlook, Microsoft Teams or Dynamics 365 Sales. Sales Copilot saves salespeople time by automating CRM tasks, automatically generating emails or meeting summaries, and more. Salespeople can go from one customer meeting to the next feeling prepared, armed with AI-powered real-time information such as top opportunities and customer opportunity summaries. Sales Copilot also helps salespeople monitor customers by generating AI-powered content and recommendations, such as contextual emails based on Outlook and CRM data.

Integracje

  • Possibility to add a sales opportunity record from the perspective of Microsoft Outlook.
  • Viva Sales is an app that allows salespeople to use Microsoft 365 and Microsoft Teams to automatically capture data into any CRM system. This eliminates the need to manually enter data.
Manage sales and customer relations from one place Manage sales and customer relations from one place
Scheduling appointments directly from the client's file Scheduling appointments directly from the client's file
Delegating internal tasks directly to the case Delegating internal tasks directly to the case
More effective use of sales opportunities More effective use of sales opportunities
Analyzing relationships with contractors thanks to AI Analyzing relationships with contractors thanks to AI
Integration with Microsoft solutions (including Teams, Business Central and many others) Integration with Microsoft solutions (including Teams, Business Central and many others)
Maximizing sales potential Maximizing sales potential
Sales data analysis Sales data analysis

FAQ

  • What is the difference between Sales Premium and Sales Insights?

    Sales Premium, like Sales Enterprise, is a type of license. Sales Insights is an add-on for Dynamics 365 Sales. Sales Premium includes all the capabilities of Sales Enterprise and premium Sales Insights. Sales Enterprise includes the core features of Sales Insights.

  • Czy mogę używać aplikacji Sales Hub z licencją Sales Professional?

    The Transaction Manager workspace has been replaced with an Opportunity Pipeline view. All deal manager links or tabs are automatically redirected to the My Open Opportunities view. Select Show as > Pipeline View to open the Opportunity Pipeline view.

  • Where is the transaction manager workspace?

    The Transaction Manager workspace has been replaced with an Opportunity Pipeline view. All deal manager links or tabs are automatically redirected to the My Open Opportunities view. Select Show as > Pipeline View to open the Opportunity Pipeline view.

  • How to see the DEMO?

    To arrange a demo presentation, please complete the contact form
    or use direct contact:
    - E-mail: dynamics@eip.pl
    - Telephone: +48 533 003 630.

Contact