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.
Connect with Customers
Personalise each interaction using complete information about every contact and account from a single shared database that keeps everyone informed and prepared for each sales interaction.
Quickly assess and update this information – from anywhere!
See a clear picture of customer relationships with access to leads, sales opportunities, service cases, emails, shared documents and more detail across virtually any device.
Increase Sales Productivity
Replace repetitive time-consuming tasks with intelligent workflows. These can include approval management, email guided workflows and intelligence driven alerts that prompt action and keep efforts profitably focused.
Preact will help you develop connected processes to support you in selling more efficiently and provide actionable insights across your sales operation.
- Collaborate on deals across functions and locations from Microsoft Teams, a modern hub for chat and meetings.
- Streamline workflows with modern mobile apps and familiar tools including Outlook that work seamlessly with Dynamics 365.
- Minimise manual data entry by scanning and converting business cards into new records.
How to Adapt & Thrive with Microsoft Dynamics 365
A guide to digital transformation and increased sales productivityDownload Guide
- Access the metrics that matter most to you for informed sales decisions.
- Gain more insight with Power BI graphical visualisations.
- See at a glance where you stand with every lead and opportunity to understand what needs to happen next.
- Leverage AI capabilities with Sales Insights to sell smarter with contextual insights.
- Use embedded LinkedIn Sales Navigator to establish new connections, drive personalised communications, and manage relationships at scale.
Free Up More Time for Selling
- Improve consistency and data quality through guided steps that reflect your methodology, and business rules.
- Empower sales teams to instantly see where they are on every deal - and what needs to happen next to reach a positive outcome.
- Simplify onboarding with an interface that provides contextual guidance throughout your selling process.
Increase Email Marketing Leads
Connect Dynamics 365 with marketing automation services including ClickDimensions to personalise messages, increase insights and better align your sales and marketing teams.
Use lead nurture marketing capabilities to trigger campaigns that send a series of contextual emails and alert you when recipients respond.
Do Business Anywhere
Track Outlook emails in Dynamics 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 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 365 can help you achieve these results, it is crucial that sales teams understand how the technology will benefit them.
Weak user adoption is the prime reason why CRM projects fail to deliver their expected results. That's why it is crucial to engage and educate sales teams to ensure requirements are heard.
As part of our project delivery, we demonstrate how Dynamics helps individuals sell more effectively to cultivate user adoption and develop a culture of engagement from the outset. This approach helps overcome frequent user barriers that will help your organisation gain early success through this technology.
Client Case Studies
Outcomes included - fully connected processing from lead to order including Sage 50 integration, improved data quality and process consistency.
Outcomes included - transformed group reporting through data, consistent handling and visibility of business-critical processes and improved collaboration
Digital Workplace Group
Outcomes included - transformed reporting by connected its data and processes, and providing its mobile sales team with a better user experience.
Our Customers Include.
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
Request a callback now to discuss your requirements and learn more about Dynamics 365 Sales.