Turn Relationships into Revenue

The sales landscape has dramatically changed over the years. There’s more information, more users and more choices. As a result, today’s buying process is more complex than ever, with buyers who are more informed, independent, technically savvy and highly influential.

Go beyond sales automation with Dynamics 365 for Sale, enabling you to better understand customer needs and engage more effectively. But ultimately, win more deals!

Infused Artificial Intelligence: Sell Smarter

  • Predictive Lead Scoring

    Increase conversions and discover prospect opportunities based on predictive intelligence.

  • Relationship Health

    Prioritize your customer database with a single relationship score based on AI learning signals from Office 365 and Dynamics 365 that show relationship health, risk and best next action.

  • Social Health

    Discover what buyers are really thinking with social media insights that reveal sentiment, identifies potential competitive threats, and allows sellers to keep a pulse on market trends.

Faster Relationships with Authentic Engagement

  • Relationship Sales

    Connect with buyers by utilizing the power of LinkedIn’s expansive network and easily manage relationships with unified data and processes.

  • Social Engagement

    Find opportunities to engage buyers on social media with AI that highlights relevant conversions and recommends content worthy of sharing.

  • AI-integrated Sales Assistant

    Get reminders and alerts to help you build customer relationships. Identify the best times to reach out to an inactive contact or prospect who opened your email.

Boost Productivity & Increase Revenue with Best Practices

  • Guided Sales

    Streamline your sales process based on best practices, increase user adoption with context-sensitive guidance across the web and mobile apps.

  • Opportunity Management

    Simplify the sales process with immersive Office 365 capabilities so sellers can use familiar tools like Excel and Outlook without the hassle of switching applications.

  • Mobility

    Sell anytime, from anywhere—even offline! Modern mobile apps provide contextual news, social data, and task flows.

  • Partner Management

    Recruit, onboard and strengthen the partner channel through deeper enablement and activation. Show partners a snapshot of their interactions across channels, cases, opportunities and other activities.

  • Seller Onboarding

    Make onboarding a snap and align sales behavior with best practices by using business process management and interactive help and documentation.

  • Sales Effectiveness

    Hit your target numbers by easily setting goals, monitoring results, investigating deviations and taking corrective action through quota setting.

  • Reports and Dashboards

    Move from data to insights with real-time dashboards that incorporate interactive drill-down capabilities and natural language queries.

  • Gamification

    Energize sellers with exciting team-based sales contests. Hold your team accountable by making results highly visible with web, mobile and TJ monitors.

Innovation: Modern, Intelligent Sales Platform

  • Simple Configuration

    Adapt the application with ease and customize your specific processes without writing any code. Configure once and deploy to multiple platforms with a common framework and responsive design.

  • Extensible Platform

    Seamless integrate additional business applications or data sources such as marketing and customer service, allowing you to unify systems and connect teams to support your growing business.

  • Powerful AI

    With deep insights provided by artificial intelligence and learning algorithms, you can allow vast amounts of data to drive your team toward success.

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