How Microsoft Dynamics 365 Delivers CRM – Part 1: Sales

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In the business community, CRM is well known. It stands for Customer Relationship Management. But in some circles, it has become known as CE, which stands for Customer Engagement. Regardless of what you call it, the concept includes three main components: Sales, Marketing, and Customer Service.

In this first part of a 3-part blog series, brought to you by Bond Consulting Services (BCS), we’re going to look at how Microsoft Dynamics 365 delivers CRM for sales.

What Is Microsoft Dynamics 365 for Sales?

As part of Microsoft’s premier cloud-based CRM, Dynamics 365 for Sales is used by companies of all sizes to automate key business processes. It continuously records and maintains knowledge on sales opportunities, provides data analysis, and enables proactive and reactive customer service. As a bonus, it integrates seamlessly with Outlook and Office 365.

What Does Dynamics 365 for Sales Deliver?

  • Tracking
    • Opportunities – Manage and track your sales process to increase revenue and decrease overhead.
    • Web to lead – Automate and track digital lead acquisition, from your website to email
    • Activities – Track and report on your sales teams’ activity across contacts, accounts, opportunities, and leads.
    • Customization – This enterprise-grade software can be customized to meet your specific sales and customer-tracking needs.
  • Management – Collect and manage information about your customers, from phone numbers and email addresses to birthdays and life events.
  • Reports – Create interactive dashboards that provide day to day insight on sales trends, activities, and social media interaction.
  • Lead prioritization – Prospect and build qualified pipeline using predictive intelligence to focus on the right lead.
  • Relationship health – Determine health, risk, and next best action, to focus on selling to the right account at the right time.
  • Product recommendation – Increase opportunity size with cross-sell recommendations tailored to your customer’s needs.
  • Customer intelligence – Engage customers better through intelligent insights from analyzing all customer data in near-real-time.

Dynamics 365 for Sales Drives Results

With actionable insights with embedded intelligence, Microsoft Dynamics 365 for Sales provides everything you need to empower sellers to drive leads, opportunities, and an unprecedented level of personal engagement with their customers that generates more business.

Take the next step

Contact us for more details. Visit us at or just pick up the phone and call 562-988-3451.

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