Get a Complete View of the Customer Journey with Dynamics 365 Sales
Accelerate sales with marketing and customer data to identify ideal customer targets, recommend next steps, and collaborate with team members. Empower sales and marketing teams with generative AI, automation, and context based insights.
Define the sales journey
- Connect your sellers and customers through preferred communication channels with Dynamics 365 Sales and Microsoft Teams
- Focus sales cycles with recommended next best actions, leading with the highest-priority activity and the best forecast to close.
- Predict forecasted revenue changes and spotlight areas of focus from top of the funnel to bottom.
- Get real-time insights about customer thinking, competitive market, priorities, and sentiment in phone calls to enable guided selling.
Microsoft Dynamics 365 Sales Capabilities
Win with teamwork
- Connect across channels. Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.
- Instantly collaborate with experts. Include subject matter experts from across the organization in real time, with all the context, so sellers can move fast to get the deal done.
- Be productive from anywhere. Get data and take action on the go with a native mobile application.
Increase revenue through AI
- Increase intuition with insights. Focus sales cycles through suggested next steps, aligning on the highest-priority opportunity with the best chance to close.
- Take action easily. Take the suggested next steps from the dashboard with a prioritized task list.
- Receive notifications about deal risks. Help increase closure rates with alerts about at-risk deals.
- Improve opportunity relationships. Receive recommendation alerts to help improve account relationships at risk.
Manage and predict pipelines
- Get visibility across the full sales cycle. Evaluate individual and collective pipeline funnels for accurate forecasts through automated insights.
- Identify potential strengths and weaknesses. Predict revenue changes and spotlight areas of focus from top to bottom of the funnel.
- Focus on what is important. Spend less time reporting by surfacing exceptions using built-in reports.
Improve customer calls
- Use guided selling with real-time insights. Train sellers with real-time conversation intelligence about customer thinking, competitive market, sentiment, and priorities in phone calls.
- Make the sales journey clearer for sellers. Build parallel sales journeys removing guesswork around next steps, add to business goals, and are easily measurable.
- Quickly train new sales reps. Teach what drives success by reviewing steps previous sellers took as a result of feedback during sales calls.
- Implement best practices through a single collaboration platform. Use Microsoft 365 and Microsoft Dynamics 365 Sales together to make it easy for everyone to follow best practices.
SIS Construct 365 Integration with
Microsoft Dynamics 365 Sales
Microsoft Partner, SIS LLC, provides the only true end-to-end construction and project-based solution in the Dynamics channel. Over 25 years, SIS has developed construction and project-based solutions purpose built for Microsoft Dynamics 365 construction sectors. Focus areas include specialty, mechanical, heavy civil, energy, and government. The SIS Construct 365 Solution with Microsoft Dynamics 365 is the key to project profitability and managing risk.
The graph on the right shows how the SIS Construct 365 Project Management module integrates with Microsoft Dynamics 365 Sales and is also built on SharePoint technology in the Azure cloud. With SIS Construct 365 PM, users are able to manage all key activities of a project such as Project Management, Document Management, and Collaboration as well as other vital functionality for construction project profitability. Please visit our SIS Construct 365 pages for more information on the SIS Project Management module including streamlining tasks with easy-to-use Smart Forms.
