Customer Engagement – Sales
Turn relationships into revenue
Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.
Foster the right relationships
Empower sellers to boost customer engagement and as a result build relationships with the right buyers. Use recommendations and insights based on actual customer needs, and move deals forward by combining the power of LinkedIn Sales Navigator and Dynamics 365 for Sales.
Your customer engagement and sales transformation starts here
Enable smarter selling with embedded insights
Show the next best step
Provide your sellers with contextual, embedded insights from Dynamics 365 for Sales. Therefore revealing the next best step to move each customer relationship forward.
Optimize email engagement
Show sellers when and how customers interact with their emails. As a result, they can be more proactive and responsive in their communications.
Keep a pulse on social trends
Provide sellers with social insights in order to track buyer sentiment and identify potential competitive threats.
Empower sellers to build relationships with authentic and personal customer engagement
Connect data and processes to enable relationship selling
Unify relationship data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales. In addition, sellers have the insights they need to build trust and easily manage relationships at scale.
Capture buying signals from social media
Provide insights that show relevant conversations to join and content to share. Therefore sellers can seize opportunities to engage buyers on social media.
Enable your sales team to collaborate and personalize sales documents with embedded Office 365 tools that fit the way they work.
Boost seller productivity with seamless tools
Provide intelligent guidance
Increase user adoption and minimize training with rich, context-sensitive help. Offering an intelligent, event-driven sales process that guides sellers to optimal outcomes.
Simplify sales execution
Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Excel and Outlook that work seamlessly with Dynamics 365 for Sales features.
Improve sales effectiveness by providing sellers with an enriched view of accounts, contacts, and leads. The previously mentioned includes contextual third-party firmographics, news, and compelling events for B2B and B2C buyers.
Sell anytime, anywhere
Support work on the go, even when there’s no connectivity. For this reason, modern mobile applications provide contextual news, social data, and task flows that increase usability.
Connect with your partners
Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information.
Accelerate sales performance and customer engagement
Shorten ramp-up time
Ease onboarding for new sellers. Align sales behaviour with best practices and interactive help and documentation features from Dynamics 365 for Sales.
Increase sales effectiveness
Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.
Gain visibility and insights
Go from data to insights in Dynamics 365 for Sales with real-time dashboards. In other words, allowing you to have interactive, drill-down capabilities and natural language queries.
Energize your sellers with fun and exciting team-based sales contests. Improve sales performance and customer engagement to hold everyone accountable with a unique gamification solution that makes results highly visible.
Innovate with solutions built to evolve
Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools. This makes it easy to build and deploy web and mobile applications.
Extend and connect
Automate processes across Dynamics 365 applications and partner systems for a unified experience.
Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust state-of-the-art Microsoft datacenters to safeguard your data.
Transform your customer interactions with deep insights provided by the embedded intelligence of Dynamics 365 for Sales that guides your teams to the right business outcomes.