CRM Microsoft Dynamics 365 for Sales

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Mastering the sales process 

The Microsoft Dynamics 365 CRM sales module serves the optimization and automation of processes in sales. Your sales staff have online and offline access to all data, allowing them to work more efficiently and giving them more time for their sales tasks. By registering customer preferences and activities as well as creating follow-up activities, your sales staff can keep an eye on all prospects and master the sales process. Evaluating sales opportunities allows the improved prioritisation of sales projects. At the same time, the module supports the management of all essential documents – from quotations and orders through to contracts and renewal notices. 

Details on CRM in sales 

Brochure: Strategic Sales 
The CRM solution by Microsoft with a focus on sales at a glance. 

Product info: cc|crm gdpr process and data package 
The CRM add-on makes your sales and marketing processes ready for the GDPR. 

Guide: 9 Tips for Dealing with the Buying Centre 
How do you approach the right people with the right message? 

Guide: Seven Success Factors for your CRM Project 
Make your CRM project a success story. 

Strategic sales with CRM  

Sales is communication – and far more than just supply and demand. In order to get into contact and keep in touch with prospects, customers and especially their decision makers, your communication should be supported by structured customer relationship management. To do this, you will need both powerful CRM software for sales as well as dashboards specifically tailored to sales.
 

Reasons for Microsoft Dynamics 365 for Sales


Strategic sales

Establish a uniform strategic sales process for your entire sales team.
 

Realistic planning of sales

Plan your sales and orders without any nasty surprises from annual financial statements. 

Uniform assessment of opportunities 

Qualify your sales opportunities according to a realistic and consistent evaluation method. 

Map buying centres 

Map the buying centres and also the decision-making hierarchies with your prospects and customers in order to address your arguments to the competent individuals. 
 

Multi-channel communication in sales 

Your sales communicates via various channels to close business deals: Make sure that all the pieces of information come together in one place.  

Visually represent budget and forecast 

Pictures are easier to understand than tables – use Microsoft Dynamics 365 for Sales to visualise sales, incoming orders and all aspects of your target achievement in a minimum of time. 

Increase the impact of your sales – with Dynamics 365 for Sales and our add-ons: 

Dynamics 365 for Sales 

  • Lead management 

  • Sales opportunities management 

  • Contact data management 

  • Mobile access scenarios 

  • and many more 

cc|crm salesup add-on 

  • Expanded sales funnel 

  • Target group focus 

  • Active opportunities management 

  • Mapping of purchasing and/or decision-making bodies  

  • Virtual sales coach 

cc|crm politics add-on 

  • Mapping of purchasing and/or decision-making bodies  

  • Mapping of networks in companies 

  • Recognising and visualising relevant relationships 

  • Using correlations in sales 

Does this sound interesting? 

Together, we will find the right concept for your individual CRM requirements. For more detailed information, please take a closer look at our detailed CRM product description. In this context, you may also be interested in one of our industry solutions or Business Intelligence or one of our numerous add-on solutions. 

We look forward to you contacting us by phone or e-mail so that we can work out together how to make more of your business with COSMO CONSULT. 

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