Unlock the Possibilities with an AI-Powered CRM
Companies face ever-increasing challenges that impact seller productivity and their ability to close deals efficiently. Therefore, they need a customer relationship management (CRM) solution that offers automation and built-in artificial intelligence (AI) capabilities.
Microsoft Dynamics 365 Sales is a cloud-based Customer Relationship Management (CRM) and Sales Management (SM) solution assists businesses in improving their sales processes and customer intimacy. With built-in AI and Copilot capabilities, you get the full benefit of AI, on a proven, reliable platform.
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See firsthand how our solutions can transform your business with an Interactive Guided Demo. Instead of reading about features, immerse yourself in a hands-on, real-world experience designed to showcase key functionalities tailored to your needs.
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Close More Deals
David is a sales representative with a large pipeline of customers. He uses Microsoft Dynamics 365 Sales and Microsoft 365 Copilot for Sales to manage that pipeline and close more deals.
Guide Sales Teams
Nancy is a sales manager who needs to understand her team’s performance. She uses Dynamics 365 Sales to forecast revenue, identify risks, analyze customer conversations and compare targets to better guide her sales team.
Understanding the Value of AI Sales Enhancements
In today's media landscape saturated with discussions about AI, it is important to explore how generative AI can bring substantial advantages to sales professionals.
These benefits include:
Identify the most promising leads based on prospects’ behavior, demographics, and previous interactions.
Save money by eliminating the need to hire more sales staff or train existing staff on new technologies.
Gain insights into customer behavior and preferences using predictive analytics to enable sales teams to make informed decisions for each interaction.
AI provides insights into customer behavior, assisting sales teams to increase sales.
Automate tasks such as lead generation and customer data management, giving salespeople more time to focus on selling.
AI improves sales training by analyzing data on sales performance and providing customized training based on individual needs enabling sales leadership to focus on mentoring and value-added coaching.
Essential Features
Deepen Customer Relationships and Empower your Sales Team Productivity
With a full-funnel sales solution powered by next-generation AI, teams can seamlessly collaborate in the flow of work, automate administrative tasks, and improve customer outcomes with insights as their fingertips.
Seamless Pipeline Management
Prioritize deals with AI-based lead and opportunity scoring and AI-generated summaries of each deal. Sellers can then streamline sales cycles with recommended next best step and automatic notifications when deals stall or are at risk of being lost.
Connected Customer Data
Sellers can get the most updated customer and opportunity data in their Microsoft 365 apps and Dynamics 365 Sales to prevent data loss and spend less time switching between multiple apps. Information stored in Dynamics 365 can also be surfaced to Microsoft Teams and Outlook to reference when drafting messages.
Unified Communication
Native Teams integration removes the communication barriers across the organization so that sales, marketing, and service departments are aligned. The integration also helps to simplify event, webinar, and content planning to simplify new journey creation strategies for active and potential leads.
System Agility
Deliver connected customer journeys by unlocking organizational data, delivering personalized and contextual experiences with predictive real-time insights, powered by built-in next-generation AI. Understand unique customer journeys and developed closer customer connections ensuring satisfaction.
Enriched Customer Profiles
Bring together transactional, demographic, and behavioral data in one platform to get a holistic view of your customers. Pre-built connectors integrate with third-party apps like LinkedIn Sales Navigator to uncover preferences, find new audiences, and expand your business’ reach.
Maintain Security Compliance
Stay compliant and build customer trust by securely storing their data and honoring their consent profiles within their unified profiles. Comply with privacy regulations for data security by adding consent data to unify and refine segments that automatically update.
Integration & Scalability
Train your sales teams to record customer data directly within the channels they engage their customers through, improving the quality of customer records available for themselves, their teams, and their leaders. Additionally, collaboration across Dynamics, the Power Platform, and Modern Work will drive higher usage and stickiness for users across both audiences, delivering on Microsoft’s unique “Better Together” promise.
AI and Sales Insights
Using conversation intelligence, your sales teams can improve customer service, keep track of sales conversations, listen more directly to customers, build stronger client relationships, and identify and take action on appropriate next steps. Continually understand the health of client relationships and where new opportunities may lie, take actions based on those insights, and close new opportunities faster.
Automated Customer Engagement
Instantly draft email replies and meeting summaries, propose meetings, and update customer records with Copilot. Dynamics 365 Sales reduces time spent on manually analyzing notes and rewatching meetings with real-time insights into customer conversations. AI-generated call transcriptions will highlight competitor mentions and priorities to make it easier for sellers to address the information most relevant to their leads.
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Accelerate Revenue with Microsoft Dynamics 365 Sales
Many organizations struggle to scale their sales teams without a modern CRM. Sellers need a solution that allows them to access better insights into customer behavior and eliminates the manual work that distracts them from focusing on high-value opportunities.
A customer relationship management (CRM) solution that offers built-in automation and artificial intelligence (AI) capabilities can solve these challenges.