How We Help

Dynamics 365 for Sales (CRM)

ACCELERATE AND AUTOMATE YOUR SALES CYCLE WITH DYNAMICS 365

Dynamics 365 for Sales helps your team activate digital selling to close more deals and increase revenue. This all-in-one CRM solution covers Contacts, Accounts, Leads, Opportunities, Marketing Lists, Campaigns and more. Dynamics 365 for Sales offers a fully embedded Microsoft experience and interface for users, seamlessly integrating with Microsoft 365 Modern Workplace, including Outlook, Word, Excel and Power BI.

Overview

DYNAMICS 365 FOR SALES: THE ARBALA ADVANTAGE

Arbala has the expertise you need to deploy or optimize Microsoft Dynamics CRM. We’ve been working with Dynamics products for over 20 years, and we’ve helped hundreds of companies navigate the rapidly changing requirements for customer relationship systems.

Our Dynamics 365 team consists of experienced product and industry experts. We have a history of hundreds of successful implementations in a wide variety of industries.

    • Manage your Touchpoints with Customers: understand and manage each business relationship —your customers, vendors, and influencers — to deliver maximum value at each touchpoint and be more proactive in meeting their needs.

    • Personalize your Interactions: your customers are people with lives and interests — treat them like the individuals they are — put their preferences first and deliver value with relevant timely information.

    • Align Sales & Marketing: ensure quality leads, connect the customer hand-off seamlessly with shared information and connected workflows to make the most of your pipeline and your conversions.

    • Integrate Existing Apps: innovate your systems by connecting with and extending your existing technology investments for frictionless operations and maximized ROI.

Features

Everyone in your company has a vested interest in making sales happen. While there’s often a gap between marketing and sales, these two departments should work closely together. Allowing marketing to support sales is a priority in any organization.

Managers are held accountable for closed deals. They need a way to track the leads and sales funnels to accurately forecast company revenue down the road. How can they report the numbers to the CEO so that important initiatives can be undertaken – or shelved until sales pick back up?

Microsoft Dynamics 365 CRM can help pull all of these departments together into one coordinated effort to nurture your customers from prospect to close to repeat buyer. Using this software means you’ll have a 360-view of the client and every single interaction they have with your company.

Some of the features of Microsoft Dynamics 365 CRM that will benefit your whole team include:

    • Sales pipeline management including stages and the probability that the lead will close.Partner or distributor tracking and management to make the most of these valuable relationships.
    • Task and activity tracking including daily sales activities.
    • Integration with the desktop so that emails and calendars are coordinated.
    • Quota management allows sales reps and managers to track sales-to-date.
    • Contact and account management lets you track all the contact you have with a customer or prospect.
    • Contracts management allows sales reps to upload contracts and document the negotiation process.
    • Price and product management helps sales reps keep track of updates to prices or product features that may sweeten or toughen the deal.
    • Order management allows you to create a quote that clearly shows other departments the price, products, and discounts that were sold.
    • Email marketing for coordinated campaigns and reporting analytics.
    • Campaign management to track marketing and sales efforts over time.
    • Lead management lets sales reps and management see how near-to-close the prospect really is.

    • ROI Analytics for extensive reporting on sales, marketing campaigns, and more.

Our Services

Dynamics 365 for Sales and the Dynamics 365 platform are rated best in class in the ERP software solutions space, according to Gartner:

Microsoft Dynamics 365 Sales Reviews, Ratings, and Features – Gartner 2021

  • Dynamics 365 for Sales Proof of Value Demos and Scoping

  • Microsoft Dynamics 365 CRM Implementations

  • Microsoft Dynamics 365 Optimization

  • Microsoft CRM Cloud Migrations (including on-prem CRM to cloud CRM)

  • Microsoft Dynamics 365 Integrations

  • Customized Reporting via Microsoft Power BI

  • Automation and Orchestration via Microsoft Power Automate

  • Customization of Microsoft Power Apps

Our Deployment Methodology

Our team of experienced industry experts uses an agile and thorough approach to our CRM implementations. All implementations include a design and discovery phase, where we do a full analysis and design of your system, based on your requirements and business objectives. We design with automation and acceleration of the sales cycle in mind. We manage all our projects with Microsoft Teams and SmartSheet, with shared access between your team and ours.

Pricing and Next Steps

Our quotes and estimates are derived off our understanding and gathering of your business requirements and needs. Contact our expert team today for a free scoping call and demo, performed by our team of Dynamics 365 experts.

Ready to Get Started?

Contact our team. We’ll kick off our process and show you why Arbala is different.

Our Partners

Tax compliance and automation software for every industry and tax type.


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Microsoft Dynamics 365 payment processing made perfectly simple.

 

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A suite of applications and integrations for automating and connecting the entire agreement process.

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The global leader in Technology and Supply Chain services.


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