Sales

Our process for sales is Business processes, Connect, Relationship assistant, Tracking, Pipeline and performance, Customer management.

BUSINESS PROCESSES

Manage engagements from lead to close with guided business process flows, tailored to your organisation’s needs.

CONNECT

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.

RELATIONSHIP ASSISTANT

Get notifications and suggested next steps based on leads and opportunities associated to your accounts.

TRACKING

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.

CUSTOMER MANAGEMENT

Get the information you need at any time, by using the Dynamics 365 app on any device.