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Customer Relationship Management
Deliver Value at Every Touch PointPrioritise sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.Boost Sales ProductivityAccelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.Maximise ProfitabilityGain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.ContactsMaintain an overview of your contacts and record your contact information for all business relationships.CampaignsOrganise campaigns based on segments of your contacts that you define with grouping capabilities.Opportunity ManagementKeep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.Dynamics 365 for Sales IntegrationIntegrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.
