Stay focused. Win faster. Build trust.
Your customers know more than ever before—making buying decisions before you can even engage. Your sales team must adapt to the new customer journey—building deeper relationships with customers and personalizing every interaction.
With the Microsoft Dynamics sales CRM, your salespeople can sell more effectively in this new era. By providing the essential insight, guidance, and tools that salespeople need, you can focus on the right customers and priorities, win faster by collaborating with colleagues to harness the power of the entire organization, and build a trusted relationship with customers through personalized and relevant engagements.
Accounts and opportunities
Help increase productivity and spend more time with customers Familiar, intuitive solutions, like immersive Excel, embedded OneNote, and Microsoft Dynamics CRM for Outlook, can help you increase productivity. Improve execution by guiding sales reps toward desired outcomes with contextual recommended next steps. Gain visibility into past and planned customer interactions and activities across marketing, sales, and service.
Deepen customer relationships with relevance
Win faster by using social to identify and act on buying signals, and automatically create sales leads and opportunities based on social posts, using Microsoft Social Engagement. Increase response rates by reaching out to new contacts through mutual connections, and zero in on the right customers with the right message using accurate, real-time company and contact data, news, and events from Insights, powered by InsideView.
Planning and management
Lead your sales teams with confidence
Gain strategic advantage with real-time customer and competitive intelligence. Enhance visibility and enable better decision-making with sales reports, interactive charts, and dashboards. Drive toward desired outcomes with real-time, contextual guidance to align sales behavior with best practices.
Sell more when you work like a network
Create winning proposals and presentations as a team with document management, real-time co-authoring, and sharing. Harness the collective wisdom of the entire organization by discovering and sharing ideas about customers via Yammer. Reach experts throughout the organization with contextual presence, IM, voice, video, and online meetings via Skype for Business.
Access your sales office—wherever, whenever
Make every second count, and help increase productivity by enabling sales reps to work seamlessly across tablets and phones, guided by business process. Quickly manage your data using intuitive natural language voice commands to create new records, schedule meetings, set reminders, and find information. Work anywhere, anytime with intuitive, familiar sales CRM software that provides seamless support offline and online.
See your sales data in a whole new way
Track data for the overall business in one place, and monitor progress against key performance indicators (KPIs). Drill through to underlying reports to explore and discover new insights. Ask questions and interact with data in new ways, with natural language query.