Microsoft Dynamics 365 Sales

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Grow your Business

Support your Team with Sales CRM

Microsoft Dynamics 365 for Sales, previously known as Dynamics CRM, is a Customer Relationship Management tool which supports your sales team in order to grow your business. Intelligent functionality enables you to streamline sales cycles, reduce costs, automate the sales process, qualify leads and more. With this data, interactive reports and dashboards can be created in order to gain key insights, make strategic decisions based on those insights and ultimately respond better to your customer’s needs.

dynamics 365 sales unified interface on multiple devices

Key Benefits of Microsoft Dynamics 365 Sales:

Choosing a CRM system is a key decision for most organisations, large or small. It is usually a significant long-term investment and you don’t want to find yourself with a solution that is not fit for purpose, so longevity is a major factor when investing in a strategic solution. Keeping up with the developments in technology and having a solution that is agile enough to support the changes within your business is fundamental to the decision that you make.

Below are a few of the benefits of Dynamics 365 Sales…

Save Time

With data in one place, teams have access to the latest information quickly & save time switching between applications

Work Anywhere

Dynamics 365 allows you to track emails in Outlook on the go & access up to date information via phone, tablet or internet browser

Increase Sales

Access accurate sales forecasts quickly and use Dynamics 365 to advance your plans around these insights, resulting in increased sales

Want to discover how Microsoft Dynamics 365 helps in Sales? Download our infographic here.

Turn relationships into revenue

Microsoft Dynamics 365 Sales Features:

Sell Smarter with Embedded Insights

  • Identify the right buyers – Lead and opportunity scoring capabilities help you increase conversion and win rates
  • Tailor engagement – Embedded insights recommend personalised talking points and best next steps
  • Keep relationships on trackDynamics 365 & Office 365 reveal relationship health and risks and allow you to focus on high priority customers

Dynamics 365 Sales Pipeline Dashboard

Sales Opportunity Dashboard in Dynamics CRM

Build Relationships with Personal Engagement

  • Connect data & processes – LinkedIn Sales Navigator integrates with Dynamics 365 Sales so you can easily build and manage relationships with unified data
  • Gain a clear view of organisational structure – Interactive charts enable you to understand relationships between contacts and identify potential influencers
  • Personalise content – Collaborate and personalise sales documents with embedded Office 365 tools that fit the way your staff work

Personal Engagement

  • Understand customer behaviour, trends, and potential value and aid your sales team to build and develop customer relationships
  • Share meeting notes, events and custom sales documents all in real-time
  • Manage documents across SharePoint, Office 365 Groups, and OneDrive for Business

Boost Sales Productivity

  • Work with familiar tools – Increase productivity with familiar tools like Outlook, Excel and SharePoint that work seamlessly with Dynamics 365 for Sales
  • Sell anytime, anywhere – Modern mobile applications support work on the go and allow you to mange customers from anywhere you wish
  • Increase collaboration – Encourage team collaboration with Microsoft Teams and share meetings, notes, documents and more

Dynamics 365 for Sales demonstrating the Unified Interface across multiple devices

Dynamics 365 Sales Manager Dashboard

Accelerate Sales Performance

  • Stay on top of business – Easily identify issues and trends with interactive dashboards and reports based on historical data
  • Motivate sellers – Motivate your sales team with fun and exciting team-based sales contests, improving sales performance and accountability
  • Easy onboarding for new sellers – Align sales behaviour with best practises using help and documentation, shortening the onboarding process

Sales Performance

  • Accelerate your performance with a sales CRM and real-time analytics based on historical data & predictive information
  • Discover new insight with Power BI’s pre-built, interactive dashboards and reports, advanced visualisations, and natural language Q&A
  • Gamification functionality encourages healthy competition within your organisation, motivating your sales team to achieve targets

Useful Blog Posts…

Business Central vs Dynamics 365 for Sales

Read Blog Post

An Overview of the Dynamics 365 2020 Release Wave 2 Plans

Read Blog Post

CRM Glossary: All the Terminology You Need to Know

Read Blog Post

Microsoft PowerBI

Microsoft Power BI is a cloud-based set of business intelligence technologies and tools, that will deliver valuable insights to your organisation. By connecting Power BI to Dynamics 365 you can leverage your data to build dashboards & reports that will give you insights into the following:

  • Total cost of corrective, preventative and proactive maintenance
  • Engineer resource capacity and utilisation
  • Service Level Agreement (SLA) performance
  • Inventory levels and forecasts
  • Performance and monitoring of IoT devices

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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