through the buying process before engaging with a supplier
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chance of getting a response from a cold email.
Microsoft Dynamics 365, including Microsoft Dynamics CRM, unifies CRM, ERP, and productivity tools to streamline business operations. Tailored for Sales, Customer Service, Field Service, and Project Service Automation, it fosters seamless collaboration and boosts productivity. Manage your entire business in the cloud effortlessly with this cutting-edge solution.
Microsoft Dynamics 365 for Sales
For professional services organizations looking to enhance their business development efforts, Microsoft Dynamics 365 Sales provides a powerful sales automation platform to manage the entire business development process.
Accessible through a web browser, directly embedded in Microsoft Outlook, or via dedicated mobile apps, Dynamics 365 Sales enables your organization to gain a comprehensive, 360-degree view of critical business development activities. It helps maximize revenue opportunities and improves collaboration across pursuit teams.
Manage your leads and close more sales with Microsoft Dynamics 365 for Sales.
Check out this video to explore key features—such as sales-oriented dashboards offering actionable insights, reusable templates for team collaboration, and integration with apps like Excel and Skype. You can even customize business processes to match the unique needs of your organization. Leverage the power of the cloud for everything from lead qualification and quote preparation to pipeline management.
Microsoft Dynamics 365 Sales Features
Microsoft Dynamics 365 Sales offers top-tier CRM capabilities that empower professional services organizations to optimize business development and win more deals:
Microsoft Dynamics 365 for Sales Productivity
Today’s customers are more informed than ever and often make buying decisions before engaging with your sales team. In this environment, your sales team must adapt to the evolving customer journey. Microsoft Dynamics 365 for Sales empowers your sales team to stay focused on the right customers, prioritize effectively, collaborate seamlessly with colleagues, and build trusted relationships through personalized, relevant engagement.
By leveraging Microsoft solutions for sales productivity, including Dynamics 365 for Sales, your team can win faster and more effectively, harnessing the full power of your organization.
Every customer interaction is crucial in delivering exceptional customer service. The Dynamics 365 Customer Service solution enables organizations to respond quickly to service issues by equipping employees with the tools to provide consistent and efficient care.
With Dynamics 365 Customer Service, your organization can enhance brand loyalty and increase the value offered to clients by allowing them to engage in the way that suits them best—whether through self-service, employee assistance, or on-site support.
Microsoft Dynamics 365 Customer Service helps your organization be at its best by having all of the necessary tools and information at your fingertips to deliver outstanding customer service.
Microsoft Dynamics 365 Customer Service equips your organization with all the essential tools and information to deliver exceptional customer service.
Omni-channel Capabilities: Provide seamless end-to-end customer service across assisted, self-help, and on-site channels.
Self-service and Communities: Use support portals to offer personalized, up-to-date answers and connect with peers and experts.
Case and Interaction Management: Track service cases from start to finish, ensuring a comprehensive 360-degree view of your customers.
Incident Routing and Queuing: Automatically route service incidents to the right personnel through rules-based workflows and support queues.
Knowledge Base Management: Build and maintain knowledge bases to speed up support responses and share insights both internally and externally.
Service Intelligence: Use built-in reports and analytics to uncover trends, predict opportunities, and gain actionable insights.
Integrated Communications: Easily view presence indicators and initiate calls, emails, or IMs with customer service colleagues through Skype for Business integration.
Mobile Access: Access and update essential customer service information on the go with cross-platform mobile apps.
For organizations aiming to enhance their marketing effectiveness, the Dynamics 365 Marketing solution offers an all-in-one platform for planning, executing, and analyzing campaigns. Use Dynamics 365 Marketing to boost brand awareness, generate new business opportunities, and maximize the return on your marketing investments.
Microsoft Dynamics 365 Marketing Features
The Microsoft Dynamics 365 Marketing solution offers extensive marketing capabilities to help professional services organizations optimize their campaigns.
In today’s interconnected world, engaging with customers is essential for business growth. Social interaction can happen at any time, from anywhere. Microsoft Social Engagement is a powerful CRM tool designed to equip your sales, service, and marketing teams with advanced capabilities. It enables you to connect with customers, fans, and critics on social media, providing valuable insights into how people truly feel about your brand.
Modern customers often make decisions based on recommendations from trusted contacts, online reviews, and social media discussions. Conversations that once took place face-to-face now occur on platforms like Facebook and Twitter. With Microsoft Social Engagement, you can listen to, analyze, and foster customer engagement across social channels. Integrated with Microsoft Dynamics CRM, this tool offers a seamless, connected experience that delights customers and transforms them into loyal advocates.
Truly Hear Your Customers
Microsoft Social Engagement leverages the power of the web by analyzing what people are saying across social media and news platforms. Supporting 20 languages, it monitors a wide variety of sources, including Twitter, Facebook, Instagram, videos, blogs, forums, news feeds, and any platform that supports RSS. With this tool, you can identify trends, pinpoint key influencers, and receive real-time alerts on public sentiment about your business. This valuable insight empowers you to make data-driven decisions, while enhancing your ability to drive more effective sales and service conversations.
Understand Market Insights
Gain deeper insights to inform your decision-making with advanced analytics, including customer sentiment, post location, and word cloud visualizations. Harness the power of Adaptive Sentiment through Azure Machine Learning to create custom sentiment models tailored to your industry and company’s specific needs. Additionally, intention analysis enables you to automatically analyze social media posts, identifying potential cases, leads, or other custom scenarios that you define. This powerful functionality helps you better understand customer behavior and proactively engage in relevant conversations.
Connect with Your Customers
Enhance your social media presence by actively engaging with social communities through rich multimedia content. Empower your teams to collaborate effectively by using Office Groups to assign posts, share feeds, and exchange profiles. This seamless integration allows your team to respond quickly and drive social interactions. You can also access detailed profile information, providing immediate insights into key individuals to engage with, helping you build stronger relationships and foster meaningful connections.
Get social in CRM
Equip your sales, service, and marketing teams with powerful social tools to drive business success. Share valuable social insights across departments using dashboards in Microsoft Dynamics CRM or Microsoft Dynamics Marketing. Turn social interactions into exceptional end-to-end customer experiences by automatically generating leads or cases from social media posts, all directly within Microsoft Dynamics CRM. This seamless integration ensures that your teams can respond quickly and effectively, enhancing customer engagement and streamlining workflows.
Gain a deeper understanding of your customers and engage with them more effectively by providing employees with intelligent customer insights derived from advanced analytics.
Boost your sales team’s productivity with Microsoft Dynamics 365 for Sales (CRM) by automating processes and reducing manual data entry. This allows your team to spend more time where it counts – building relationships with customers and prospects. Create business graphs, dashboards, and access a live view of your sales pipeline, anywhere, at any time.
Microsoft Dynamics 365 for Sales (CRM) integrates seamlessly with Microsoft Outlook, Office 365, SharePoint, ClickDimensions, Skype for Business, and other Microsoft Office products. This interoperability provides on-the-go access to customer and prospect information, revenue funnels, KPIs, reports, and customer satisfaction data. With powerful configuration capabilities and process customization options through Azure and xRM, Dynamics 365 helps streamline your workflows.
Embedded with Microsoft Power BI and Azure predictive analytics, Microsoft Dynamics 365 for Sales (CRM) Online offers advanced data analytics. Leverage big data to drive your sales and marketing efforts, utilizing targeted customer profiles and identifying best practices for your sales processes.
Stay ahead of your customers’ needs by gaining insight into what they want and anticipating their future requirements. Each customer is unique, and Microsoft Dynamics 365 for Sales (CRM) helps you track their evolving needs with a comprehensive view of their behaviors, buying patterns, social media activity, store and partner visits, and more. With these insights, you can proactively meet their expectations.
Stay connected and productive while on the go. With real-time sales data, you can gain valuable insights into your clients and their sales cycle, access contextual news and social data, and complete routine sales tasks quickly. Dynamics 365 offers mobile apps that work both online and offline, allowing you to get work done anytime, anywhere.
Enhance customer satisfaction, drive sales, manage finances, and make the most of your time with a simple, fast-to-implement business solution from Microsoft. Trusted and user-friendly, it provides a smooth experience across all devices. Begin with the tools you need now and easily scale and adjust as your business grows.
Meet your business needs and adapt to ever-changing environments, all without the complexity of managing infrastructure
Equip agents with the tools and resources they need to deliver quick and efficient service
Integrate digital intelligence into every deal to anticipate customer needs and provide personalized attention that strengthens relationships and drives revenue
Integrate digital intelligence into every deal to anticipate customer needs and provide personalized attention that strengthens relationships and drives revenue
Ensure the accuracy of service contracts, warranties, and installed products across all customers, regions, and locations
Ensure timely and budget-friendly customer engagements with a comprehensive solution that covers sales, planning, resourcing, delivery, and billing
Every customer interaction is crucial in customer service. The Dynamics 365 Customer Service solution enables organizations to address customer issues more swiftly by empowering their employees
For organizations seeking to enhance the effectiveness of their marketing efforts, the Dynamics 365 Marketing solution offers an integrated platform for planning, executing, and optimizing campaigns
In a socially connected world, customer interaction is essential for business growth. Social engagement can occur anytime, anywhere. Microsoft Social Engagement is a powerful tool that enables businesses to connect with customers across social platforms, enhancing engagement and driving growth
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Global Supplier of Corrosion Protection Lubricants & Technologies Systems Provider Implements Microsoft Dynamics CRM
At Trident Information Systems Corp, we offer specialized Dynamics 365 support services to ensure your business runs smoothly and efficiently. Whether you’re looking for assistance with system upgrades, issue resolution, performance optimization, or user training, our team of certified experts is here to help.
