Manage engagements from lead to close with guided business process flows, tailored to your organisation’s needs.
Our process for sales is Business processes, Connect, Relationship assistant, Tracking, Pipeline and performance, Customer management.
Export to Excel, edit and save changes back to Dynamics 365. Surface relevant documents and notes from SharePoint, so everyone working on the opportunity can view them.
Get notifications and suggested next steps based on leads and opportunities associated to your accounts.
Store all phone calls, emails and appointments related to a customer or opportunity in one central record to provide all context you need.
PIPELINE AND PERFORMANCE
Accelerate your sales team’s pipeline and performance using historical data, real time analytics and predictive information.
Get the information you need at any time, by using the Dynamics 365 app on any device.