Sales Force Automation in Dynamics 365

Whether deployed in the cloud – or through the more traditional on-premise deployment – when implemented effectively and used correctly, Dynamics 365’s Sales Force Automation (SFA) functionality can have a tremendous impact on your organization’s sales performance.  By providing your sales team with both actionable information and automation, you allow your sales force to make better decisions, maintain pipeline visibility, prioritize intelligently,  and spend less time on administrative tasks – ultimately enabling them shorten sales cycles, increase close rates and spend more time with customers.

While nothing compares to a true hands on experience with the software, the following features highlight some of topine benefits you can expect when you use Dynamics 365 to handle your SFA:

Lead Management

  • Automatically assign activities and ownership for both inbound leads and existing leads based on predefined rules using out of the box work flows
  • Improve coordination with marketing
  • Real time visibility of leads by segment
  • Easily identify your hottest leads with conditional formatting

Opportunity Management

  • Track, segment and maintain visibility to all of your opportunities, with all the essential information you need in one central location
  • Create personalized quotes with specific pricing information and streamline the process from quote to order to invoice
  • Easily track revenues and success against competition

Account Management

  • Keep track of any interactions or activities associated with an account or contact
  • Leverage work flows and create automatic date specific reminders to keep track of important events
  • Get a 360 degree view of your accounts and see how they relate to everyone else in your database

Pipeline Management

  • Create and track quotas by date, employee, team, territory, business unit and more
  • Visual, out of the box pipeline reporting and dashboards
  • Track sales pipeline to improve forecastng

How We Can Help

As an award winning Microsoft CRM Partner, we leverage our 10+ years of CRM implementation experience to ensure that you effectively leverage your CRM investment and avoid the common mistakes that are typically made during these types of projects.

Sign up for a free 30 day trial of Dynamics 365 Online – and contact our CRM team at to discuss your project in some more detail.

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“MIBAR played an instrumental role in helping us navigate the CRM waters. Whether they were migrating our data from an old legacy system or creating a Dynamics 365 operating environment aligned with our expectations, the MIBAR team was attentive and available, understanding what we needed and how to get us there. Recently they modified our system to meet our new expectations of how Dynamics 365 should perform. You could not ask for better partners and Derek at MIBAR has been leading the charge for us making sure that we are comfortable with our CRM setup and he takes the time to answer questions that we have and tackles head-on issues that we face. You could not have a better partner for your Dynamics 365 setup than MIBAR.”
Eric Toro

Marketing Specialist, Dexmet Corporation

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