CRM Sales Features

Start the journey to faster sales.

Convert More Leads

Close More Deals

Boost Productivity

Forecast Accurately

Convert More Leads

Qualify leads and then automatically route them to the right salesperson. Keep track of who is following up with who. Provide your sales teams with the information they need to take action confidently. Insights are given in the context of your customer relationships, so it’s easy for your teams to focus on the right priorities and the right deals.

Predictive Lead Scoring

Combine enterprise account and sales data with business and consumer data and let A.I. identify the most important leads to focus on. Leads are scored according to your custom criteria. The systems learns with you, so that the more data it receives the better it gets.

Social Media Tracking

Leverage social selling to spot buying signals, identify competitive threats, and keep a pulse on the market. Build authority in social channels by sharing content relevant to your prospects. Find higher quality leads by using social media to identify any that are showing buying signals. Create leads based on social posts and see a snapshot of social activities through trends, buzz volume, and sentiment analysis.

Lead Management & Distribution

Qualify leads against set criteria and then automate their distribution, so that the right people receive the right leads. Prevent lead cherry-picking and ensure that every lead receives timely follow-up. Every lead is tracked giving you insight into which leads go all the way through to won deals.

Close More Deals

Use relationship-based selling techniques to deepen your relationships. Optimise your sales process and drive opportunities through your pipeline. Get actionable insights to deliver greater engagement with your leads and opportunities.

Account & Contact Management

View complex account hierarchies in a simple graphic, and see a history of all your interactions. Manage relationships with key people in your account. See detailed information about them so you can shape interactions around their needs.

Opportunity Management

Manage customers and deals using a structured process that makes it easy to collaborate and see deals through to completion. Monitor expected close dates and improve your sales forecasts. Take action to accelerate your opportunities to the next stage.

Relationship Health

Get a clear picture of each customer relationship with a single relationship health score. This score is calculated by analysing transactions, emails, and social data. Easily see which of your important relationships are showing signs of health and which ones may need some action.

LinkedIn Sales Navigator

Tap into LinkedIn’s network of more than 500 million professional members and receive continuous insights and recommendations right from within the sales solution. Grow and expand relationships with unified data and processes that make it easy to manage relationships withtout having to switch between applications.

Relationship Assistant

The assistant keeps an eye on your daily actions and communications, and generates a collection of action cards. These remind you of upcoming activities and contacts that might need reaching out to. They also show you email messages that may be waiting for a reply and you’ll be alerted when an opportunity is nearing its close date or showing signs of being at risk.

Boost Productivity

Work smarter, not harder. Automate your sales process and increase your team’s efficiency. Work on-the-go, on your preferred mobile device and improve collaboration amongst your teams.

Sales Process Management

Optimize your efforts by adopting an automated sales process. Prompt your sales team with best next steps. They’ll be shown what needs to be done to close deals faster. Rich, context-sensitive help and guidance makes it easy to use and onboard new team members.

Activity Management

Track phone calls, tasks and appointments at a click of a button. Track emails from inside Outlook and see contextual sales data next to them. Qualify leads quickly and when conducting what-if analyses work directly in Excel without switching between applications.

Mobile Sales

Work on-the-go with rich, modern mobile apps that provide contextual news, social data, and task flows. Access all your customer data off-line or on. Manage this data using intuitive natural language voice commands to create new records, set reminders and schedule meetings – all from your mobile device.

Integration with Office 365

Reduce the time and effort spent searching for personalized sales documents. Relevant content comes to you based on what you are working on. Personalize content with familiar Office 365 tools that enable simultaneous collaboration and editing. Provide access to sales documents directly from the opportunities you are working on.

Email Intelligence

Gain insights from email interactions with  customers. Find out which email recipients viewed, replied, or opened attachments. Know which contacts are most receptive to being engaged. Track these leads and opportunities directly from Outlook.

Forecast Accurately

Get accurate sales forecasts that build trust within the business. Accelerate sales performance with real-time analytics and predictive insights. Inspire, coach, and motivate your team to achieve more.

Sales Effectiveness

Reach your numbers by setting your team goals, monitoring the outcomes, and providing feedback and coaching in real-time. With quota setting and analytical dashboards, easily view results, investigate deviations, and intervene early. Quickly see values such as conversion rate, average deal size, and pipeline velocity.

Sales Intelligence

Harness the power of Azure Machine Learning to engage customers in more personalised and effective ways. Learn how your customers think by aggregating data across your systems and turning it into key insights. Use these insights to better engage with your customers in the future.

Sales Reports & Dashboards

Receive accurate sales data that builds trust within the business. Get answers fast and conduct analyses without using technical resources. Sales managers can also use at-a-glance dashboards and contextual charts and graphs to get insights quickly about sales performance.

Get In Touch

Microsoft Dynamics 365 for Sales can help you take complete control of your sales team.