“Honestly, I’m really happy with the team there, they’ve been great so far and the communication with them is has been brilliant.”
Sales Manager
InVentry
Microsoft Dynamics
365 Sales
Enabling you to build strong relationships with your customers
“For over a decade I have worked with Microsoft Dynamics 365 and love the level of R&D that Microsoft adds every 6 months, which enables me to empower our clients.”
Hive Transformer
Empower Your Sales Team with Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is a complete customer relationship management (CRM) software solution that enables businesses of all sizes to automate sales processes, streamline workflows, and improve customer engagement. From lead generation to opportunity closure, Microsoft Dynamics 365 Sales delivers a unified platform for managing the complete sales lifecycle.
Synergy Technology is a Microsoft solutions Partner for Business Applications, as well as a Certified Solution Specialist for Small and Midsize Business Management, which is given to partners who demonstrate deep knowledge, extensive experience, and proven success in providing cloud-based business applications to the small and midsize business market. We have been implementing, supporting, and integrating Microsoft Dynamics 365 Sales and Dynamics CRM solutions for businesses across the UK for over 20 years.
What are the key features of Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales offers a comprehensive suite of features that can significantly enhance the productivity and effectiveness of your sales team. Here’s a breakdown of how key features contribute to sales success:
Opportunity Management
- Track opportunities from inception to close.
- Create and manage sales quotes and proposals.
- Forecast sale and track against targets.
Lead Management
- Capture, qualify, and nurture leads to move them through the sales funnel.
- Use AI-powered lead scoring to prioritise leads based on their likelihood of conversion.
- Assign leads to sales reps and track their progress.
Reporting and Analytics
- Track key metrics and identify trends.
- Use data to make better decisions about sales and marketing.
- Create custom reports and dashboards to visualise your data.
Sales Automation
- Automate tasks such as data entry, follow-ups, and reminders.
- Use AI-powered tools to improve sales productivity.
- Streamline your sales processes to close more deals.
Mobile Access
- Access your CRM data from anywhere, using any device.
- Use the mobile app to capture leads, track opportunities, and manage customer interactions.
- Access and update customer information even when you’re offline, ensuring you can stay productive without an internet connection.
AI-powered Insights
- Use AI-powered insights to improve your sales and marketing efforts.
- Identify opportunities and risks.
- Make data-driven decisions.
Collaboration Tools
- Collaborate with your team on sales opportunities and campaigns.
- Share and track customer information.
- Use Microsoft Teams to communicate and collaborate with your team.
Campaign Management
- Plan, execute, and track marketing campaigns.
- Use marketing automation tools to personalise campaigns and nurture leads.
- Measure the ROI of your marketing campaigns.
Customer Service Management
- Resolve customer issues quickly and efficiently.
- Track customer support tickets and resolution times.
- Manage customer feedback and identify areas for improvement.
Security and Compliance
- Protect your customer data with industry-leading security.
- Comply with data privacy regulations.
- Manage user access and permissions.
Microsoft Dynamics 365 Sales Consultancy
We’re an experienced Microsoft Solution Specialist, but that doesn’t mean our thinking just starts with the software.
Instead, we listen to your needs, and only then try to find the software solution to meet them. That means understanding the pain points that your sales and customer service teams are experiencing. It means identifying your strategic aims. And then, keeping these at the forefront of our minds as we look at how Microsoft Dynamics 365 for Sales and Customer Service can help you to achieve those goals.
Since 1997, we have implemented hundreds of ERP and CRM solutions of differing complexity that have helped improve business performance by identifying opportunities for improvement and growth.
Give us a call today, and we can discuss how we can collaborate and share success together.
Had a bad experience elsewhere? We can help
Finding the right partner for your Microsoft Dynamics 365 for Sales is crucial. We know that many organisations who already have the software come to us frustrated by the poor service they’re getting from their existing service partner.
Whether you’re suffering from poor support, a lack of clear, consistent communication or mis-sold licenses, we live and breathe Dynamics 365 Sales. Get in touch today to find out more.
We have the scalability, knowledge and experience to offer the most relevant software solutions for your business needs and our highly responsive technical helpdesk works pro-actively to ensure any queries you have are resolved efficiently and effectively.
Why partner with Synergy Technology for Microsoft Dynamics 365 Sales?
Our experience shows that with the right software and our ongoing support we help businesses to blossom. Synergy Technology is a Microsoft Solutions Partner for Business Applications and a certified Microsoft Solutions Specialist in Small and Midsize Business Management. We gain a deep understanding to your business; your processes, challenges, growth plans and what you want to achieve, in order to tailor your Microsoft Dynamics 365 Sales implementation to your team.
- End-to-End Solution Design: We can design a comprehensive solution that addresses not only the software itself but also the hardware, network, security, and other components necessary for a complete and functional system.
- Risk Mitigation: We can help identify and mitigate potential risks associated with software implementation, such as compatibility issues, data migration challenges, and security concerns.
- Project Management Expertise: Synergy Technology have years of project management experience, and robust systems to help plan, execute & monitor the implementation process, ensuring the project stays on track and within budget.
- Integration Testing and Validation: We perform rigorous testing to ensure that all components of the solution work together seamlessly and meet performance and reliability requirements.
- Support and Maintenance: Our application support service, SynergyCare, is designed around the clients and their individual users. Our consultants deliver tailored support coupled with exceptional responsiveness and accountability.
- Scalability and Future-Proofing: We can design solutions with scalability in mind, allowing for future growth and expansion without costly reconfigurations.
How much does Microsoft Dynamics 365 Sales Cost?
You can find the basic pricing for licencing of Microsoft Dynamics 365 Sales licences by visiting the Microsoft website. However each Dynamics 365 Sales project is unique, and the overall cost of any project will depend on a large number of factors. Our consultants will optimise your solution to the needs of your business, teams and customers, ensuring you enjoy the greatest business benefits from your investment in ERP and CRM technologies from the outset.
Want to learn more about Microsoft Dynamics 365 Sales?
Synergy Technology is proud to be a Microsoft Solution Specialist and to offer Microsoft Dynamics 365 Sales solutions across the UK. We offer implementation, migration, support and integration with a number of other platforms. We have offices in Manchester, Preston, Leeds and Cambridge in the UK, as well as Melbourne in Australia.
Find out more by visiting our add-ons and integrations page, call us today on or visit our contact page to send us an email.
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“The CRM transition to cloud implementation was seamless, it was all taken care of by Synergy Technology with minimal downtime. All our client data, records, activities were transferred over to the new system, with a very fine eye for detail on trivial things such as Advanced Finds being transferred, contact data and contract information.”
“It was like overnight the system just transformed from an ageing on-premise solution, to the cloud, with a fancy new look and feel and no issues from the get go.”
Managing Director
Document Network Services
“One thing we see as a great benefit of working with Synergy is being able to draw on their experience of working with other companies who are similar to ours and face the same challenges. When we propose a method to do something, Synergy might look at it and tweak it lightly and say ‘this could be a better method’ because of the knowledge they have from working with other similar companies. That’s really beneficial.”
“Honestly, I’m really happy with the team there, they’ve been great so far and the communication with them has been brilliant.”
Sales Manager
InVentry
“The support from John has been absolutely brilliant. He comes back to us as soon as he possibly can, and it’s normally within 10-15 minutes. Anything we’ve come back with, he’s replied straight away with how we do it. He’s also sent emails with a solution on it that we can forward to everybody.”
“The training that Becky gives us is great as well, she doesn’t speak to us like we don’t know anything about IT. She speaks to us in a really clear and straightforward way. So the support and the training that we get, I think is really valuable.”
“I don’t ever feel that when Matt brings something to me, he is just trying to sell our company something. I feel like when he comes to me with something, he’s coming with a solution that he knows would benefit our company. Sometimes we go for it and sometimes we put a hold on it, but I don’t feel that he’s ever just trying to sell us something. I always feel that he’s trying to come up with a solution for us.”
Office Manager
Gas Safe Consultants Ltd.
“It’s all been about streamlining our systems, finding these processes which are labour-intensive and automating them.” Our account manager’s been so professional and they’ve delivered exactly what they said.”
Operations Director
Pinewood Associates Ltd
“One thing we see as a great benefit of working with Synergy is being able to draw on their experience of working with other companies who are similar to ours and face the same challenges.”
Sales Manager
InVentry
“We now have an efficient and user friendly process with direct benefits to the staff and company.”
CEO
Melcom Electronics
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