Microsoft Dynamics 365 for Sales serves as the backbone of your sales and marketing department.

Collaboration has never been easier. Dynamics 365 for Sales is the definitive business app that helps you track all your customer interactions and data, enabling you to share customer information throughout all levels of your organization and through multiple channels. enVista can help with the implementation, training, database management and hosting of Dynamics 365 for Sales.

Microsoft Dynamics 365 for Sales is more than a place for the sales team to manage interactions with clients; it is a system designed to provide the tools to service the customer at every touchpoint. Breaking down the departmental silos allows for a more personalized interaction with the customer by segmenting potential customers or existing clients. It also allows associates to be proactive with regard to servicing customer needs and meeting customer demands by giving them an avenue to segment and personalize interactions. The value for companies is in Dynamics 365 for Sales’ ability to convert disparate data points into operational insights.

Key Benefits of Microsoft Dynamics 365 for Sales:

  • Increase customer retention by knowing your customer, who they are, and how they are interacting with your company at every touchpoint
  • Increase collaboration within and across teams with access to data and documentation. When each team has access to the same customer data system and previous touchpoints, they can tailor their efforts to deliver the best possible customer service experience
  • Create customizable reports, dashboards and views to manage pipeline in real-time
  • Streamline customer engagement through automated business process flows
  • Leverage a simplified, integrated solution with tools and systems that are commonly used today
  • Optimize your knowledge of your customer by providing them more directed interactions with the right message at the right time
  • Attain insight into the big picture of your state of business through centrally located data
  • Develop a positive approach to servicing customers
  • Manage a mobile workforce from anywhere

Meet One of Our Industry Experts

Steve is Vice President of Enterprise Solutions at enVista and brings over 35 years of experience in helping domestic and global organizations achieve strategic results and improved performance. At enVista, Steve is responsible for managing enVista’s Enterprise Solutions Practice focused on providing clients complete ERP solutions around Microsoft Dynamics 365 for Operations and supporting third party applications.

enVista offers capabilities to implement and support a full range of business solutions.

We can review your existing processes, find ways to optimize them and provide best practices moving forward. Our consultants can help your existing IT team with implementing the Dynamics 365 for Sales application, training your users and determining where to best host the application.

Microsoft Dynamics for Sales helps drive sales growth and customer retention by managing and enhancing your customer engagement throughout the customer lifecycle at each step of the journey. Many teams who engage the customer, work in silos and have no visibility into how and what they are communicating with customers. Successful companies have a central solution to manage their customers. CRM gives current, accurate and timely visibility into the pipeline.

Microsoft Dynamics 365 for Sales provides:

  • Marketing automation
  • Salesforce automation
  • Contact center automation
  • Location-based services
  • Mobile workforce enablement
  • Service Management
  • Opportunity Management
  • Sales Intelligence

Why enVista?

enVista is a Microsoft Gold Certified Partner and is always staying ahead of the curve, learning about new services before they are released so that we can provide you the most cutting-edge solutions. With our deep knowledge of the Microsoft ecosystem, we can help your solutions (such as CRM, AX, etc.) integrate with other platforms that you might have. Our cloud experts can develop solutions for you or train your business power users in strong form creation and workflow solutions utilizing Power Apps and Flow, and we have enabled dozens of clients to bring the power of Microsoft to their businesses.