Win customers, increase sales
Microsoft Dynamics 365 Sales
Leads and customer information always in view
With Microsoft Dynamics 365 Sales has your SalesThe team has a complete overview of all activities and information about all leads and customers. Anywhere and across all platforms and channels, whether email, Teams meetings, chats, or LinkedIn.
By integrating Microsoft Dynamics 365 Sales into ecosystem 365 Family with Outlook and Microsoft Teams Your sales team remains in their familiar work environment. Even LinkedIn. Sales Navigator can be connected so that all activities on the most important social network in business are not left out.
ecosystem Sales is a component of the extensive CRM software Microsoft Dynamics 365, which allows you to centrally digitize all marketing and sales processes, right up to customer service.
Benefits
- Complete overview:
360 degree view of all customers - Time and cost savings:
Automated processes from inquiry to invoicing - Seamless performance monitoring:
Marketing Campaigns & Lead Tracking - Quick and easy evaluation:
Sales figures, forecasts & smart data inspiration - Fast implementation:
Thanks SmartStart by KUMAVISION Rapid implementation is possible during ongoing daily business operations.
Automated sales processes
Our preview of Microsoft Dynamics 365 Sales You can automate your order processing from inquiry to invoicing. You can connect your sales channels and convert orders from your B2C online shop, B2B portal, or direct connection to major customers into actual sales orders.
Standard orders are simply processed automatically via digital processes, which reduces the processing time to a few seconds in the standard case and even enables "same day" delivery for stock items.
Individual orders, special orders and more complex orders can be controlled via workflows, so that even special cases can be handled quickly, easily and professionally.
Microsoft Highlights Sales
- Automated process handling from the inquiry to the invoice
- Workflows for controlling individual and special orders as well as release procedures
- Integration of online shops and portals
KUMAVISION - Your partner for Microsoft Dynamics 365 Sales
KUMAVISION brings your CRM into the CloudWe digitize and automate sales processes during ongoing operations, quickly and reliably. We call this concept SmartStart.
With KUMAVISION SmartStart:
- Clear structure, clear costs
- Get productive fast
- Industry software and best practices
- Adjustments possible at any time
Get a free consultation now!
Efficient sales management
For clear structures and a better customer experience
Highlights
- Efficient lead and sales opportunity process
- New customer qualification and development
- Existing customer management
- Cross-selling and upselling suggestions
- Sales opportunities via scoring models
- Workflows, checklists & sales guides
- Sales Accelerators to accelerate sales
Our preview of Microsoft Dynamics 365 Sales Map the entire sales funnel in a structured way, from the first lead to the sale. New contacts can be systematically qualified and developed, so your sales representatives always know where a prospect is in the process.
For existing customers, the system helps to identify potential cross-selling and upselling opportunities, instead of overlooking them in day-to-day business. Microsoft Dynamics assesses the likelihood of a sales opportunity actually being closed. Sales via scoring models based on historical data. This ensures your team's attention and time are focused where the effort is worthwhile.
Workflows, checklists, and playbooks provide your employees with a clear guide, making even complex sales processes transparent and repeatable. The integrated Sales Accelerator provides each salesperson with a prioritized daily list and ensures that no opportunity is left behind in your pipeline.
Post-processing of trade fairs and appointments made easy
Use Microsoft Dynamics 365 Sales at your trade fairs on site. Instead of laboriously processing and entering analog notes and business cards afterwards, you record all information centrally and digitally in your CRM.
With Microsoft Sales Create new contacts in just a few steps and access all information directly into Dynamics via PC, tablet or smartphone. Sales Bring it on board. Business cards are simply attached to the profile via photo. This way, you can already start the next conversation while your colleagues at home are already taking the next steps.
All sales figures and forecasts at a glance
Highlights
- Interactive customizable dashboard
- Extensive standard evaluations such as forecast, pipeline, sales, top lists
- Integration of ecosystem Power BI with analyzes & forecasts for smart data inspiration
Just ask Microsoft Dynamics 365 Sales Your individual dashboard with all the important analyses for you: Current figures on expected and actual order intake, the development of sales opportunities, your top 10 customers or products, or the development of a new market to be conquered.
By integrating Power BI You can directly access the details of the evaluations, view critical orders, support individual sales staff in closing deals, inspire your sales team for upselling, or enrich your online shop with product suggestions or new combination packages.
ecosystem Sales as one of four building blocks
Microsoft Dynamics 365 Sales optimize your sales processes. But the CRM software Microsoft offers more. Together with Customer Insights, Customer Service, and Field Service, you have the ability to centrally manage your processes from marketing and field service to customer support, without any system breaks.
Dynamics 365
customer insights
Dynamics 365
Sales
Dynamics 365
Customer Service
Dynamics 365
Field Service
Success Story: Novatec
The IT specialist Novatec puts on Microsoft Dynamics 365 Sales and benefits from SmartStart by KUMAVISION. The goal was to digitally map complex sales processes, automate marketing processes, and do so seamlessly in day-to-day operations.
The success story includes:
- The agile introduction of Dynamics 365 Sales in day-to-day business
- Analysis and mapping of business processes in
- Automation of marketing, from first contact to contract signing
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