Dynamics 365

Dynamics 365 for sales consulting

Our expert CRM consultants will work with you to create a functioning CRM solution to help your sales win more deals, automate sales processes, and track performance using Dynamics 365 for Sales.

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Dynamics 365 CRM sales consulting

Unify your sales team experience anywhere, anytime

Go beyond basic sales force automation tools to better understand your customer needs, engage more effectively, and win more deals with a connected platform for sales. Dynamics 365 Sales integrates with Microsoft 365 and leverages the extensive capabilities of the Microsoft Power Platform

Sales automation

Dynamics 365 for Sales includes a wide range of automation capabilities that can streamline various sales processes, including lead management, opportunity management and follow-up, and forecasting.

Sales insights and analytics

Detailed insights and analytics on various aspects of the sales process, such as pipeline analysis, sales performance, and customer behavior.

Customer insights

Provide your team a 360-degree view of their customers, including team interactions across all channels. This enables businesses to personalize customer interactions, improving engagement and driving loyalty.

Lead and opportunity management

Dynamics 365 Sales provides businesses with comprehensive tools to manage their sales leads and opportunities. This includes lead scoring, lead nurturing, and automated lead assignment, enabling companies to focus on the most promising leads and opportunities.

Greater flexibility

Dynamics 365 Sales is a highly customizable platform, enabling businesses to tailor it to their specific workflows and business processes. This includes developing custom workflows, forms, and reports, as well as integrating it with other Microsoft and third-party applications.

Pipeline management

Provide sales leadership with real-time insights into current sales pipeline, opportunity progress, as well as forecasting tools to help businesses predict future sales performance and adjust their strategies to optimize results.

Discovery workshop

Explore Dynamics 365 for sales

Got questions on Dynamics 365 Sales edition? Our team has the answer.

We invite you to a Dynamics 365 Sales edition workshop. Our consultants will discuss your business needs and current processes during the workshop and provide a live demonstration of Dynamics 365 capabilities.

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Dynamics 365 for sales demo workshop

Frequently asked questions

Dynamics 365 for Sales is scalable and can accommodate businesses of all sizes. It's flexible licensing, and customization options make it an ideal solution for small businesses looking to improve their sales processes and grow their revenue.

Dynamics 365 for Sales seamlessly integrates with other Dynamics 365 applications, Microsoft 365 tools like Teams, Exchange Online, SharePoint, Power BI, and third-party tools such as QuickBooks, and RingCentral. This allows businesses to have a unified platform for managing sales, marketing, customer service, and other functions.

Dynamics 365 license can be purchased on a per-user basis, and additional add-ons are available to further enhance the functionality of Dynamics 365 Sales. GOBI Technologies provides Microsoft cloud licensing. Contact our team to discuss your cloud licensing needs.

  • Dynamics 365 Sales Professional - $65/user/month: This license is designed for small to medium-sized businesses or organizations with simpler sales processes. It provides core sales features, such as lead and opportunity management, contact and account management, and basic reporting capabilities.
  • Dynamics 365 Sales Enterprise - $95/user/month: This license is intended for larger organizations or those with complex sales processes. It includes advanced features like sales playbooks, forecasting, and deeper integration with other Dynamics 365 applications.
  • Dynamics 365 Sales Premium - $135/user/month: This license combines Sales Enterprise features with Dynamics 365 Sales Insights, providing advanced AI-driven insights and predictive analytics to enhance sales performance.
    Each license type can be purchased on a per-user basis, and additional add-ons are available to further enhance the functionality of Dynamics 365 Sales.

No, you don't necessarily have to work with a partner to get Dynamics 365 set up. You can choose to set it up and configure it in-house if you have the required expertise and resources. However, working with a Microsoft Dynamics 365 sales consultants can provide several benefits, such as expert guidance, customization, and ongoing support to ensure a smooth implementation and to help you maximize the platform's potential.

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Move to Dynamics 365 with Confidence

Looking to improve your sales operations and drive revenue growth? Our Dynamics 365 for Sales consulting services can help. Our team of experienced consultants can guide you through the CRM implementation and customization process, tailoring Dynamics 365 to your unique business needs and requirements.

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Contact information

  • Sales

    email: sales@gobiit.com
    Phone: (646) 553-5885

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    email: support@gobiit.com
    Phone: (646) 553-5885


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