Microsoft Dynamics 365 for Sales, is a comprehensive Customer Relationship Management (CRM) solution, which supports your sales team in order to grow your business.
Intelligent functionality enables businesses to gain invaluable insights into prospects and customers to help drive engagement, streamline sales processes, improve efficiency and maintain profitable relationships.
Key benefits of Dynamics 365 Sales
Dynamics 365 Sales Features
Build Relationships
- Store all information that is relevant to a customer or prospect, such as basic contact information, notes, emails, calls, communication preferences, and more, in one place
- See at a glance how every lead and opportunity is performing, understand where to focus resources, and plan next steps
- Align sales behaviour with best practices using help and documentation
- Relationship Assistant keeps you up to date with next steps, such as an upcoming customer deadline or responding to a critical email
- Included with a Sales Enterprise license, businesses can leverage Dynamics 365 Customer Voice to better understand their client base
Increase Productivity
- LinkedIn Sales Navigator integrates with Dynamics 365 Sales so you can easily build and manage relationships
- Increase productivity with familiar tools like Outlook, Excel and SharePoint that work seamlessly with Dynamics 365 for Sales
- Automatically track emails to Dynamics 365 records such as accounts, contacts and opportunities, to ensure all communication is stored in one place
Work Smarter
- Leverage AI data analytics and insights with Dynamics 365 Sales Insights add-on
- Connect the Sales application with Dynamics 365 Marketing to enable better-qualified leads and ensure a connected experience across the customer journey
- Embed Power BI dashboards within Dynamics 365 to enhance the existing reporting capabilities
- Dedicated sales mobile app that allows salespeople to access and update information from Dynamics 365, wherever they might be
Leverage Microsoft Teams
- Encourage team collaboration with Microsoft Teams and share meetings, notes, documents and more
- Salespeople can create a Teams meeting when scheduling an appointment from Dynamics 365, or join a team meetings in a single click
- Capture notes seamlessly during a Teams meeting, and have these notes automatically sync back to records in Dynamics 365
- Conversation Intelligence transcribes calls and provides meaningful insights. It will also analyse content, sentiment, and behavioural style, such as competitors and keywords that the prospect mentions
What our clients say...
VIEW CASE STUDIES“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“The strengths of Pragmatiq lie in their team who take time and care to help you define your needs before using their considerable technical expertise to create workable solutions that add business value. I would recommend Pragmatiq as a partner to anyone considering Microsoft Dynamics for their business.”
“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive.”
“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
“The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
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