Dynamic 365 Sales
Dynamics 365 Sales is a cloud-based customer relationship management (CRM) solution designed to streamline sales processes, cultivate customer relationships, and expedite deal closures for businesses of all sizes.
Key Capabilities
Why choose Creospark as your Microsoft Solutions Partner?
You don’t need to waste your time stressing out about the technical aspects of implementing a CRM solution. That’s what we’re here for. With over 60 years of combined experience in the Microsoft ecosystem, we’ll ensure an easy deployment so you can focus on managing and growing your customer relationships.
Our package offerings
At Creospark, we’ve created three tailored packages to suit your business needs. The number of application features and service support we provide varies with each level, as well as the implementation period and cost.
Feature comparison
Base features included in all packages
- Account & Contact Management: Centralize customer info for easy relationship tracking.
- Activity Management: Organize customer-related activities in one place.
- Email Management: Integrate email within CRM for centralized conversations.
- Document Management: Store and manage essential customer documents.
- Lead Management: Capture, track, and nurture potential leads for sales growth.
- Opportunity Management: Track sales opportunities for a clear pipeline view.
- Product Management: Streamline sales processes with effective product catalog management.
- Campaign Management: Plan and execute marketing campaigns to engage customers.
- Invoice Management: Create and manage invoices for streamlined financial processes.
- Dashboards & Reports: Access insightful dashboards and reports for data-driven decisions and business performance tracking
Additional features included in Business packages and above
- Case Management: Efficiently handle customer support cases.
- Forecast Management: Predict sales revenue for informed decisions.
- Goal Management: Set and track sales performance goals.
- Sales Engagement: Engage effectively throughout the sales journey.
- Guided Selling: Use techniques to increase sales conversion rates.
Service comparison chart
Services explanation
- Document Settings: Optimize document settings for efficient document management.
- Sales App Configuration: Configure the sales application to suit your specific requirements.
- Branding & Theming: Personalize your CRM with your branding and theming.
- Security Configuration: Ensure your data is secure with basic security configuration.
- Customization: Customize the CRM to match your unique business processes.
- Dashboard & Reports: Get started with basic dashboards and reports to track your business performance.
- Discovery Sessions: Collaborate with our team to identify how to best use your CRM to meet your business goals.
- Admin Training: Equip your team with the knowledge and skills to manage the CRM effectively.
- Functional/User Training: Provide training sessions to ensure your team can utilize the CRM to its full potential.
- Technical Training: Technical training is provided to handle advanced CRM functions.
- Migration: Migrate your data seamlessly with assistance in transferring up to 3,500 records.
- Data Assessment: Assess your data for quality and accuracy.
- Data Mapping: Ensure smooth data transfer and mapping.
