Tour Dynamics 365 Sales in One Hour
What We Cover in a Product Showcase
If you or your team have specific questions about Dynamics 365 Sales, Dynamics 365 Marketing, or the Power Platform — let us know! We are happy to customize your product showcase to meet your needs, business processes, or sales pipeline workflows.
In just under an hour, we can step through a 21-point overview of the major tools, functionality, and dialed-in value for your sales efforts that come with Dynamics 365 Sales. You will get an inside look at things like:
Dashboards for D365 and Power BI
See exactly what the intuitive interfaces and major configuration options are for sellers and sales managers.
Microsoft has the clout and strategic investments to offer your team compelling integrations. Let us show you how to leverage LinkedIn with D365 Sales to sell more this year.
Goals + Performance Management
The real-time performance functionality and advanced goals and forecasting options never fail to impress new teams and seasoned CRM users alike. D365 makes it easy to set goals and track progress.
Dynamics 365 Sales does an amazing job of transcribing and analyzing conversations and touchpoints with your customers. Let us show you how the Conversation Intelligence component provides real-time help to sales reps with emotion detection, suggested selling based on successful past results, and AI insights.
Your business development reps and account executives should be able to clearly see which prospects and customers to give priority attention to, every day. The D365 Sales Deal Manager’s data visualization, integrated communication options, and easy-to-configure displays provide the clarity they need to always stay focused on the right leads.
Let us quickly show you how the Sales Accelerator tool in Dynamics 365 Sales pulls data from different sources to order a work list for your sales team. The bleeding-edge AI suggestions, sales sequence templates, and the sequence designer for sales managers will help you close more deals, more quickly.
Thanks to Dynamics 365 Marketing, you do not need a dedicated marketing department or staff to significantly bolster your sales efforts and success. With customer journeys, landing pages that convert, and advanced lead generation tools for inbound and outbound efforts, smaller sales teams find tremendous value in the tightly integrated Dynamics 365 Marketing offering.
Cobalt offers D365 Marketing as an add-on or bolt-on for D365 Sales customers. If you are interested in a combination D365 Sales and D365 Marketing product showcase, just let us know. We can step through both platforms, highlight the ways these marketing tools will amplify your sales efforts and revenue, and breakdown our simplified packages and pricing.