Track the entire journey of customers in the sales-purchase process and extract the essential information that helped you close deals. Microsoft Dynamics 365 assists you in the management process, from lead generation to post-sales relationship management.
Microsoft Dynamics 365 Sales' artificial intelligence models help you identify the factors that led to your business's success and implement sales strategies that have proven effective over the years. Additionally, they help you analyze relationships with key partners to identify new sales opportunities.
Microsoft Dynamics 365 Sales allows flexibility in structuring your sales team and supports colleagues who have recently joined the team. The integration process becomes much easier when customer information is stored centrally, allowing you to see the important points in the customer relationship track record quickly and easily.
With the help of Microsoft Dynamics 365 Sales Insights, you can easily identify customer needs and grow your business. You can analyze information about products and competitors obtained from mentions in interactions and emails.
Relationship analysis uses the records of an activity performed by a sales agent with a contact or account and calculates KPIs based on their interactions. The KPIs are available in different sections of the application, such as contact, account, opportunity, and lead.
Microsoft Dynamics 365 Sales also benefits from a mobile application, optimized for field sales agents, helping them make the most of their time on the road to client meetings. It allows them to view data from anywhere, and to quickly enter and obtain information about clients.
Sales agents can input, view, and update client data directly from the applications they use daily. The Outlook add-on and Teams application feature generative artificial intelligence, which generates minutes meetings based on recording and the generation of future actions for sending emails.