D365 Sales

Build deeper relationships with customers and personalize every interaction

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Prospect and lead prioritization

Transform your organization from diagnosing what happened in the past to predicting what will happen in the future, leading to improvements in retention, engagement, and monetization.

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Relationship health

Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action, allowing your sales team to focus on the most important prospects and customers. Live, prebuilt dashboards and reports from PowerBI have drill-through, interactive, and visual capabilities to ensure that actionable insights are easily accessible so sales teams can make better, faster decisions.

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Sales process

Optimize the sales efforts with process automation and a guided sales process based on best practices. Know what steps to take next to close deals faster with embedded business process. Increase user adoption with rich, context-sensitive help and guidance across the web and mobile apps.

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Customer intelligence

Harness the power of Dynamics 365 for Customer Insights to engage customers in more personalized and effective ways. Get everyone in the organization on the same page by using a single, easy-to-reference dashboard that’s configured just for the sales team.

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Relationship assistant

Get a clear picture of each customer relationship with a single relationship health score, calculated from large amounts of data representing transactions, customer sentiment, emails, and content exchanged. Also learn the frequency and level of customer interactions brought together from CRM, email, and social networks. See the strength and trend of each relationship to proactively focus on relationships that need extra attention.