"Centralized Customer Data and Automation Features Streamline Sales Activities"

Submitted

5.0
5.0
Overall User Rating

Product(s): Microsoft Dynamics 365 Sales

Overall Comment:"I have experienced the absolute benefits of Microsoft Dynamics 365 Sales. The app has been resourceful in enhancing the visibility of our customers and managing the sales pipeline. The smooth integration with software such as Teams and Outlook assists our sales reps to schedule follow ups, track sales and collaborate on deals without losing a sales opportunity. Microsoft Dynamics 365 Sales has a Power Automate feature that improves accountability and sales processes. "

Lessons Learned

Description
Description

What do you like most about the product or service?

Microsoft Dynamics 365 Sales Brings clarity and structure to our sales process by tracking every sales activity from the start of the business to the close of the deal. The app has centralized the customer data history by picking up their conversations, and this gives personalized sales services to individual clients. Microsoft Dynamics 365 Sales has an inbuilt automation feature that improves sales revenue.

Description
Description

What do you dislike most about the product or service?

I find Microsoft Dynamics 365 Sales to have a learning curve that is steep, more so during the initial deployment and execution.

Evaluation & Contracting

5.0
Description

Why did you purchase this product or service?

  • Drive revenue growth
  • Enhance decision making
  • Improve business process outcomes
  • Create internal/operational efficiencies
  • Improve business process agility
  • Improve customer relations/service
Description

What were the key factors that drove your decision?

  • Strong services expertise
  • Strong user community
  • Product functionality and performance
Description

Which other vendors did you consider in your evaluation?

  • ShareCRM
  • MC1
  • Botree Software
  • Lucrativ
  • CentraHub

Integration & Deployment

4.0

Service & Support

5.0

Product Capabilities

5.0

Additional Context

Description

Deployment architecture

Cloud (SaaS or PaaS or IaaS)
Description

In which country(s) did your deployment take place?

United States