Microsoft Dynamics 365 Sales
Preact implement Dynamics 365 Sales to help businesses create exceptional experiences, increase revenue, and drive more qualified leads with a sales application that is built on the same platform and works seamlessly with Office 365.
Nurture more demand, personalise buyer experiences, build relationships at scale, and make insight-driven decisions across the entire customer journey.
Can you access accurate sales forecasts on-demand?
From short term goals to longer term targets, use Dynamics 365 to understand sales activity and advance your plans.
Want to avoid guesswork to make informed decisions?
Use real-time reporting to see where you are with each opportunity and collaborate to determine the best closing strategy.
Does your team have sufficient time to focus on selling?
Work smarter with connected processes that reduce admin enabling teams to better focus their efforts on selling.
How to Increase Sales Productivity with Dynamics 365
A roadmap to digital transformation, connected working and data-driven insights for competitive advantage.Download eBook
Request a callback now to discuss your requirements and learn more about Dynamics 365 Sales.
Connect with Customers
Personalise each interaction using complete information about every contact and account from a single shared database that will keep you informed and prepared for every sales interaction.
Quickly assess and update this information – from anywhere!
See a clear picture of each relationship with access to leads, sales opportunities, service cases, recent emails, shared documents and more detail across virtually any device.
Increase Sales Productivity
Replace repetitive time consuming tasks with automated smart workflows. These can include email notifications, guided workflows and intelligence driven alert cards that prompt action and keep efforts profitably focused on selling. Preact will help you develop connected processes to support you in selling more efficiently and provide actionable insights across your entire sales operation.
- Collaborate on deals across functions and locations from Microsoft Teams, a modern hub for chat, meetings, documents and business applications
- Streamline workflows with modern mobile apps and familiar tools like Outlook that work seamlessly with Dynamics 365
- Minimise manual data entry by scanning and converting business cards into new records in Dynamics 365
- Get on-demand access to the metrics that matter most to you to make informed sales decisions
- Gain more insight by connecting Power BI to bring sales data to life with graphical visualizations
- See at a glance where you stand with every lead and opportunity to understand what needs to happen next
- Make the benefits of AI a reality for your business with Sales Insights to sell smarter with contextual insights
- Use embedded LinkedIn Sales Navigator insights to establing new connections, drive personalised communications, and manage relationships at scale
Free Up More Time for Selling
Increase conversions by following guided steps that reflect your methodology, best practices and business rules
See where you are on every sales lead and opportunity - and what needs to happen next to reach a positive outcome
Minimise routine tasks with contextual prompts that suggest actions as sellers enter data
Reduce training with a business process interface that provides contextual guidance throughout the sales cycle
Increase Email Marketing Leads
Use lead nurture marketing capabilities to trigger automated campaigns that send a series of contextual emails and alert you when recipients respond.
Do Business Anywhere
Track Outlook emails in D365 on-the-go and update sales data via phone and tablet apps with a consistent user experience across all devices. Enable offline mobile access to stay connected and automatically sync updates.
Quickly issue quotes accurately by referencing your product catalogue with product names, prices, descriptions and discount structures stored in Dynamics and connect with electronic document services for rapid and paperless order confirmations.
Or, integrate Dynamics with your finance / ERP system for seamless order processing and invoicing.
How Preact Help Sales Teams Win With Dynamics 365
Before Dynamics can achieve these results, it is crucial that sales teams understand how the technology will benefit them.
Poor user adoption is the prime reason why CRM projects fail to deliver their expected results.
Preact engage and educate sales teams to ensure requirements are heard. We demonstrate how D365 helps individuals sell more effectively to cultivate user adoption and develop a culture of engagement empowerment from the outset.
This approach helps overcome frequent user barriers that will help your organisation gain early success through this technology.
Case Studies: Leveraging Dynamics 365 for Sales
Our Customers Include.
Phone 0800 381 1000 or request a call back, to discuss your requirements and discover how Microsoft Dynamics 365 and Preact will help you achieve your sales goals.
I’ve been delighted at the speed that Preact has been able to answer our questions and the outcomes that we’ve achieved in Dynamics 365. The changes that Preact has already implemented and the other developments that are planned are helping put our company in an excellent position for growth.
- Socket Mobile
- Anna Buckman, Global Sales Systems Manager
With Preact's help, Microsoft Dynamics 365 has taken us to above and beyond what we expected in a very short space of time.
- Digital Workplace Group
- Sarah Escott, Digital Workplace Manager
Fourfront Group has grown from a start-up to a £160m+ business within 20 years and Preact has supported us throughout this time. Their work on our Dynamics 365 project has enabled us to digitally transform our business and this will help us continue our incredible growth.
- Fourfront Group
- Justin Bass, Fourfront Group
We’ve been delighted with the back-up we’ve received. Preact's support team are responsive and keep us updated so I have no hesitation in recommending their services. Our managed agreement includes additional time for training and it’s good to know that we can always schedule this whenever we want to top up our Dynamics user skills.
- Able Canopies
- Tracy Meakins, Managing Director
The successful implementation of our Dynamics 365 system meant Preact effectively squeezed a 6 month project into just 3 months. The results have been outstanding for our business and I would happily recommend their services in a heartbeat.
- Clarion UK
- Sally Chalk, CEO