Sales and CRM

As a company grows, its sales processes often become more complex. Many lose track of customers and activities, manage quotes and follow-ups manually, and spend too much time on administration. In addition, systems are often not integrated, making it difficult to gain a clear overview of sales and forecasts.

A robust CRM system can structure and automate processes, allowing salespeople to spend more time with customers.

CRM that supports the entire sales process

Microsoft Dynamics 365 Sales provides the organization with a unified solution for managing sales activities, including registering and following up on leads, customers and contacts, quotes and contracts, order tracking, sales forecasting, and reporting.

ProsessPilotene assists with the implementation, design, and improvement of sales processes, integration with ERP and other systems, the establishment of customer portals and self-service solutions, as well as the development of dashboards and analytics in Power BI. Our experience ranges from smaller sales organizations to international enterprises with very high order volumes. We implement solutions that provide both salespeople and management with better visibility and a stronger basis for decision-making.

On our YouTube channel, you can watch all our demonstrations of relevant products and solutions for sales professionals: YouTube

The CRM solution supports the entire sales process—before, during, and after the sale.

Before the sale

Customer inquiries can come from many channels. CRM brings together leads and customer information so that all inquiries can be followed up in a structured manner.

Automated onboarding can handle, among other things:

This makes it easier to establish new customer relationships.

During the sales process

Sales representatives can create quotes directly in the CRM and send them to the customer for digital signing. The system can, among other things:

The result is faster quotation processes and better control over margins.

Watch a video demo of Dynamics 365 Sales – for salespeople

After the sale

Once a sale has been completed, it is important to continue following up with the customer. Through customer portals and collaboration solutions, customers can access:

This improves the customer experience and reduces the need for manual follow-up.

Does your business want to increase revenue, improve margins, or gain better control over its sales activities? CRM in Dynamics 365 gives your sales organization greater control over the entire sales process—from the initial customer inquiry to follow-up after delivery. The result is more efficient sales activities, better customer experiences, and higher profitability.

At ProsessPilotene, we help businesses establish effective sales processes that support the entire customer journey – from initial contact to a long-term customer relationship.

Talk to one of our advisors

The most common needs are access to records such as order confirmations and communication with the supplier, but it may also be useful to add options for easy reordering, related product recommendations, and complaint handling. If you also have business customers who receive customer benefits, it is a good idea to highlight their savings. This strengthens the customer relationship while saving employees time spent handling enquiries.

How to create effective and user-friendly sales reports in Power BI

Insights and analytics in sales

CRM data provides a solid foundation for analyzing and improving sales activities. With Power BI and the analytics tools in Dynamics 365, the organization can gain insights into:

This provides management with a better basis for decision-making and makes it easier to identify new sales opportunities. Learn more about our insight and analytics services

Would you like to improve your company's sales processes?

Talk to one of our advisors about how CRM in Dynamics 365 can support your sales efforts.