Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales

Enabling you to build strong relationships with your customers

email us…






“The transition to Microsoft Cloud was seamless, it was all taken care of by Synergy Technology with minimal downtime.”

Managing Director, Document Network Services

tilted hexagon D32148

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.

R. Fawcett, Hive Transformer

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales

Enabling you to build strong relationships with your customers

tilted hexagon orange EAA905

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.

R. Fawcett, Hive Transformer

Getting started with CRM

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.

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 Gold Partner. 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.

Microsoft Gold Partner Small and Midmarket Cloud Solutions
“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.
Microsoft Dynamics 365 Sales Case Study
“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 is has been brilliant.”
Sales Manager, InVentry.
placeholder

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. We are a Microsoft Gold Partner with a wealth of experience to implement it and integrate it into business processes to provide solutions that create business growth.

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 know more about Microsoft Dynamics 365 Sales?

Synergy Technology is proud to be a Microsoft Gold Partner and to offer Microsoft Dynamics 365 Sales solutions across the UK. We also offer integration with a number of other platforms.

Find out more by visiting our add-ons and integrations page, call us today on 0345 456 0050 or visit our contact page to send us an email.

trnsp
“Microsoft Dynamics 365 for sales and customer service has improved our business so much over the recent years since transition to the cloud.”
Managing Director
Document Network Services
trnsp
“We have worked with Synergy Technology for 20 years now, and they have always set themselves apart by truly understanding us and our business.”
Managing Director
Contender UK
trnsp
“We couldn’t live without Power BI and the data from Dynamics 365 for sales and customer services now. It’s an amazing tool that gives you high level information whenever you…
Sales Manager
Document Network Services

email us…






Leisuretec Tradeshow

Synergy Technology helps Leisuretec Distribution implement Microsoft Dynamics NAV/Business Central with E-commerce integration

Background

Founded in 1990, Leisuretec Distribution Limited is an established distributor of professional & commercial audio, lighting, AV, video and special effects equipment to the trade. Their mission is to provide their trade customers with an unrivalled distribution service that supports their business with ultimate reliability, helpfulness, consistency and transparency.

Charlie Henden, Leisuretec’s marketing manager talks about how Microsoft Dynamics NAV reaches into every part of the business process and helps to run the business effectively and efficiently from the receipt of an order online to the implementation of despatch, delivery, invoicing through to product replenishment.

Synergy Technology has been an integral part of implementing Dynamics NAV and helping Leisuretec grow by maintaining and improving the system which is the heartbeat of the business.

Since originally implementing Microsoft Dynamics NAV, the company has upgraded to Microsoft Dynamics Business Central, and this process was also managed by Synergy Technology.

Microsoft Dynamics 365 header-2

“Leisuretec has been operating since 1990, but the evolution of e-commerce has really seen a steady growth for the business. We specialise in the distribution of entertainment equipment to resellers and we adopt a strict high standard in selecting and negotiating with our trade resellers to ensure that we offer a first class service to end users.

Our resellers provide a range of services including retail, audio and visual installations as well as equipment rental and leasing services. The development of high performance wifi and internet services has really seen the entire industry “Boom” with audio and visual installations and equipment used in many public areas now including places of worship, schools and gyms.

As a business, we use Microsoft Dynamics to manage all our processes. In fact it is the back end system for almost all our in-house functions. All the way from stock control in our warehouse to processing, invoicing and product delivery, Dynamics is working behind the scenes.”

Dynamics 365 to the Cloud

“We are targeting substantial growth for the future and we see our e-commerce trade website being a big part of that. The website operates as the critical frontend of our business.

Our web designers developed the bespoke website for this purpose with all the back end functionality feeding directly back into Business Central. Having been in development for nine months we recently launched a brand new and improved trade website. Our website is now fully responsive to mobile and tablets, has an industry news section and has improved navigation and browsing ability. More developments are still to come!

Our Dynamics partners Synergy Technology worked closely with the website developers to ensure there is a seamless integration from the e-commerce website into Business Central, which ensures that our day-to-day operations run smoothly. In addition Synergy Technology provides technical support for our team and deals with any issues that may arise with the system.

“Being a Microsoft business application, Dynamics Business Central has a Windows look and feel and functionality that is familiar to the users. Our team find it intuitive to use, with little training required to get started. The Microsoft functionality also makes it more straight forward for our website developers who working behind the scenes between the website and Business Central. It’s like we are all singing from the same hymn sheet!”

Business Central is therefore like the brain of the company.  It links all of our processes from sales and marketing side of the business to the logistics and accounts functions – taking information from our website which is fed directly back into our Dynamics system.”

Leisuretec has a growing team of over 20 and we all use Dynamics in our daily remit. “We’ve been busy expanding our team in logistics, sales, marketing and accounts and Microsoft Dynamics 365 Business Central is used by the entire team.

We are proud to continue expanding and providing the same great service that our customers deserve, offering the best sales & after sales experience that we possibly can. Having a reliable scalable ERP system behind the scenes with the ongoing support from a dedicated Microsoft partner in Synergy Technology is critical to this expansion.

Whether it’s the development or dealing with support issues, Synergy Technology has always maintained the highest level of service and we look forward to continuing our business relationship with them long into the future.”

Business Central header

Want More Information on Implementing Microsoft Dynamics 365 Business Central?

Synergy Technology are an official partner of Microsoft Dynamics 365 Business Central, and have years of experience of implementing Microsoft systems, both on premise, and in the cloud. We can help you make the switch while minimising disruption to your business.

If you would like to know more, contact us on 03454560050 or email us through our contact page, and one of our expert consultants will be happy to take you through the details.

“We are proud to continue expanding and providing the same great service that our customers deserve, offering the best sales & after sales experience that we possibly can. Having a reliable scalable ERP system behind the scenes with the ongoing support from a dedicated Microsoft partner in Synergy Technology is critical to this expansion.
Whether it’s the development or dealing with support issues, Synergy Technology has always maintained the highest level of service and we look forward to continuing our business relationship with them long into the future.”
Marketing Director – Leisuretec Distribution