World-class customer experiences begin with your people.When you give them the right tools to boost their productivity and amplify their impact, you equip your organization for success. And that is exactly what Microsoft Dynamics® CRM business software is designed to do.
With over 23,000 customers and more than 1,400,000 users,you know you are in good company with your choice of Microsoft Dynamics CRM.
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.
Enable smarter selling with embedded insights
Identify the right buyers
Increase conversion and win rates with lead and opportunity scoring based on advanced scoring models for likelihood to convert and buy.
Connect with prospects
Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.
Deliver in-the-moment and relevant interactions based on embedded insights that recommend personalised talking points and next best steps.
Optimize email engagement
Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their communications.
Keep relationships on track
Focus on high priority customers with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.
Empower sellers to build relationships with authentic and personal engagement
Connect data and processes to enable relationship selling
Unify relationship data and processes with the integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale.
Gain contextual insights from LinkedIn
Get richer profiles and data with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
Get a clear view of the organisational structure
With interactive org charts, keep track of the contacts at an account and understand the relationships among contacts to identify potential stakeholders and influencers.
Collaborate and personalise sales documents with embedded Office 365 tools that fit the way sellers work.
Free up more time for selling
Simplify data entry
Save time with contextual prompts that suggest new records to create as sellers enter notes.
Share sales best practices
Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.
Navigate efficiently through the sales process with a business process UI that provides contextual guidance during every phase of the sales cycle.
Boost sales productivity with seamless tools
Work better together
Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, notes, documents, and business applications.
Work with familiar tools
Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 for Sales.
Sell anytime, anywhere
Support work on the go with modern mobile applications that provide contextual news, social data, and task flows that increase usability.
Connect with your partners
Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information with partner relationship management.
Accelerate sales performance
Know your business
Spot issues and trends with interactive dashboards and reports based on historical data. Get answers with rich visualisations using conversational Q&A.
Shorten ramp-up time
Ease onboarding for new sellers. Align sales behaviour with best practices using interactive help and documentation.
Energise sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a solution that makes results highly visible.
Enable end-to-end customer service engagements across self and assisted service channels, including field service
when there is a need for onsite help. A unified platform ensures context across channels and engagements,
delivering personalized and consistent service with minimal customer effort.
Self-Service & Communities
Empower the increasing majority who prefer to find answers on their own through self-service and community options.
Provide branded self-service options that deliver consistent, up-to-date answers and personalized information, and a
community experience to connect with peers and subject matter experts.
Empower agents with a single, unified experience to speed resolution and provide differentiated levels of support. A role-tailored experience delivered through a single dynamic interface contextually serves up the tools, guidance and data agents need to provide a more personalized, effective standard of service.
Equip customers and frontline staff with a definitive single source of truth through unified knowledge. Ensure knowledge is relevant by capturing and publishing across your content channels while measuring impact and opportunities to grow your knowledge base through rich analytics.
Identify trends, anticipate opportunities and gain insights using rich analytics. Explore what-if scenario’s and forecast outcomes through interactive charts and powerful data visualization capabilities. Our solution empowers employees at every level of the organization to have a positive and meaningful impact on business outcomes.