Sales Management

Microsoft Dynamics 365 provides processes and tools for planning, organizing and monitoring the work of a sales team. You get a predictable, measurable and controlled holistic system of interaction with the client, effective work tools for employees, analytics for making management decisions.


Use the main asset of your business - customer information.

A client (contact) card not only stores contact information in a CRM system, but also provides access to the interaction history, tasks that must be completed.

Your employees can be provided with information about customer value, their preferences, products, for use in various sales scenarios (from cold calls to long-term customer service).

You minimize risks and the human factor - storing the full history and fixing the planned actions ensures the smooth operation of the sales system.


Create a clear schedule of actions at the stages of the transaction.

Your employees know what to do and do what is needed - you establish the order of actions, stable relationships and the ultimate goal for the stages of the transaction, using ready-made business processes: in the CRM system, you formulate an approach and a schedule of actions regarding the opening of the transaction, its promotion in the sales funnel and tracking changes and tasks.

Customizable business processes: Adapting processes and rules to the specifics of your business using the process editor.


Increase interest conversion into deals.

The collection and processing of interests allows you to record all incoming customer requests to the company and qualify them for further work. Interests can enter the system from various sources - for example, from a website, through a contact center, from a corporate mailbox or as a result of marketing activities.

After passing interest through a sales funnel and concluding a deal, you can determine which channel is most effective. The process of qualifying interest, that is, determining key information about the client, his needs and capabilities, can be implemented in the system as a series of dialog boxes with questions for the client and answer options.


Get the most out of your sales funnel.

A sales funnel is the main system tool for building a sales plan based on a balanced forecast. Each interest falling into the CRM system has the potential for qualifying in a transaction (sale), and further, when passing through the successive stages of a transaction, the probability of its successful completion increases. By setting the probability coefficient of winning for each of the stages, taking into account the data on the budget and the terms of the transaction, you get the total weighted sum of the sales forecast for the period for all transactions at all stages of the funnel.

Thus, you get a sales plan, on the one hand, and on the other, basic conversion indicators, the provision of which will facilitate the implementation of the plan.


Use intermediate control to increase efficiency, not to state the result.

The dashboard tool allows you to daily monitor the results of transactions (interests) in the context of stages, actions and performers. You yourself determine what information will be displayed on this panel - from the status of priority transactions to unpaid bills or transactions without assigned actions.

With Microsoft Dynamics 365, the manager is always aware of what and when the employee did - when the last action was completed, what its result is, what is the next planned step for the deal or interest (potential client).


Increase employee productivity and interaction.

The appointment of those responsible at the user and workgroup level ensures the distribution of actions, including automatically based on business rules and processes.

Synchronization with Microsoft Outlook provides users with reminders of planned activities, meetings and their tracking.

The assignment of roles and access rights provides the user with the necessary functionality, while guaranteeing security.


Organize a multi-aspect system for monitoring employee productivity and motivation.

The CRM system allows you to set goals for various indicators, which can be as values ​​of the amount (for example, sales revenue) or actions performed (number of calls to customers), including the construction of a system of head and daughter goals.

At the same time, the system dynamically recalculates the results of an employee or team in the context of the period, demonstrating not only the actual value of the indicator, but also its deviation from the currently weighted target indicator value.


Rid the sales team of routine.

Word and Excel document templates allow you to quickly create invoices, contracts and commercial offers, adding the necessary products from the catalog and setting discounts based on existing price lists. Thus, the documents are formed, based on the parameters of the transaction, “in one click”.

Integration with Office 365 and SharePoint enables collaboration on documents, including their approval processes, as well as their consolidation with respect to transactions and organizations to form a holistic history of interaction.

Working with data in the system provides the best user experience regarding the formation of data representations, making massive changes, export-import, as well as fast and convenient navigation.


Build the reports what you need.

The analytics building tool is one of the main functional advantages of Microsoft Dynamic 365, which allows you to create, in fact, any data slice necessary for making management decisions.

The report and chart designer, advanced search and presentation management tools allow you to analyze the conversion of sales stages, as well as profitability by customer segments, geography, performers, units, periods, products or campaigns. At the same time, the drill down function allows you to dynamically “fall through” into charts, providing data granularity.

The import-export capabilities in Excel, as well as integration with Power BI contribute to the formation of convenient and effective analytic work scenarios.


Work outside the office from any device, even offline.

On tablets and smartphones, the user has access to the maximum of the functions necessary to carry out the main scenarios of remote work. The system provides an intuitive, convenient user interface that is adequate to the user's scenario.

When working offline, the data will be sent to the system immediately after reconnecting.

The mobile version of Microsoft Dynamics 365 is compatible with all popular operating systems.