CRM for IT companies: More leads, more sales, more customer service with Microsoft Dynamics 365 Sales

Automate your sales processes and increase your sales. Dynamics 365 Sales is a complete, feature-rich CRM solution with integration options in Business Central.

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Unlock the full sales potential with a CRM for IT companies

A powerful Customer Relationship Management (CRM) platform is a prerequisite for growing companies today. With a good CRM, you can empower your sales team by providing them with AI-driven analytics and contextual insights and encourage cross-departmental collaboration.

Find out more about Customer Relationship Management!

We understand the needs of the IT industry - after all, we are part of it ourselves. That's why, after extensive research, we chose Microsoft Dynamics 365 Sales as the right CRM. We work with you to design your processes and integrate Dynamics Sales with your ERP and service management system.
For stronger customer relationships, higher productivity and accelerated sales growth.

One application, multiple functions: The booster for your Sales department

Contact and account management

Gain a comprehensive overview of your potential customers, track interactions and promote a personalized approach.

Sales Pipeline Management

Effectively track and prioritize leads and opportunities with intuitive visualizations and customizable processes to close deals faster.

Activity tracking and collaboration

Capture all sales activities and assign tasks to your team to ensure a complete record of customer interaction.

Marketing campaigns

Create targeted lists based on specific criteria and get a real-time overview of campaign progress.

Sales territories

Define sales territories based on geographic regions, industry segments and other criteria to enable better resource allocation.

Sales forecast and analysis

Make data-driven decisions with real-time data and visual dashboards that provide insights into sales forecasts and team performance.

AI-driven sales insights

Use AI for predictive analytics, lead scoring recommendations and identifying upsell and cross-sell opportunities.

Low-code/no-code adaptations

Customize the system to your individual business requirements: Create custom forms, workflows and applications.

Mobile enablement

Access customer data and important information on the go, update records and collaborate - anywhere, anytime.

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Your benefits with Dynamics 365 Sales

The perfect CRM for IT companies

Expandable, scalable and holistic
Customer focus and increased efficiency
Optimization and automation of sales processes
Mobility and flexibility
Numerous integration options

Test Microsoft Dynamics 365 Sales now for 30 days free of charge!

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Plans and prices

Numerous integration options for Dynamics 365 Sales

Microsoft Dynamics 365 Business Central Integration

Synchronize customer data, sales orders, sales opportunities, invoices and other important information between Microsoft Dynamics 365 Sales and Business Central with the DYCE API Connector for Dataverse. Specially preconfigured for the IT sector, it ensures seamless integration and a constantly up-to-date, cross-team database that enables efficient workflows and reduces manual data maintenance.

Microsoft Office 365 integration

Dynamics 365 Sales can be seamlessly integrated into Microsoft Office 365. The Outlook integration of Dynamics 365 Sales allows you to synchronize contacts, calendars and tasks, for example. You can access and update customer information directly from Outlook, ensuring a consistent view of customer interactions across multiple platforms.

Microsoft Power BI Integration

The Microsoft Dynamics 365 Sales Power BI integration enables your sales team to turn data into actionable insights. Create interactive reports and dashboards to track key metrics. Share these visualizations in your company to be successful together.

LinkedIn Sales Navigator Integration

Improve your prospecting and lead generation efforts by integrating Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator. This integration provides access to the vast LinkedIn network of professionals and allows you to gather valuable insights, identify potential leads and nurture relationships directly in the CRM platform.

Microsoft Teams integration

Dynamics 365 Sales is integrated with Microsoft Teams and facilitates collaboration and communication within your sales team. You can easily access sales documents, initiate team discussions and share information directly in the Teams interface to promote a cohesive sales environment.

Microsoft Power Platform Integration

As part of the Microsoft Power Platform, Dynamics 365 Sales can be integrated with Power Automate and Power Apps. This integration allows you to automate workflows, create custom business processes and visualize sales data with interactive dashboards and reports.

Custom API integration

Microsoft Dynamics 365 Sales supports a custom API integration that allows you to connect to external systems, applications or third-party services. This flexibility allows you to integrate with other business-critical tools or use specialized solutions tailored to your specific business needs.

Get to know our new DYCE API Connector for Dataverse

The perfect connection between Microsoft Dynamics 365 Sales and Business Central: Learn in this DYCE Espresso webcast how you can benefit from an optimized 360-degree view of your customers' data with the DYCE API Connector for Dataverse.

(approx. 30 min | language: English)

Free DYCE Espresso webcasts

FAQs on the topic of CRM: definition, advantages, selection criteria

What is a CRM?

A CRM system controls and networks all customer interactions, creates a central database, increases transparency and improves collaboration between different departments. In short, CRM stands for Customer Relationship Management. In other words, it stands for efficient customer management that drives your company forward.

Why does a company need a CRM solution?

A company needs a CRM (Customer Relationship Management) for several reasons, all of which are aimed at making customer relationships more efficient and profitable:

Central customer data
Improved customer loyalty
Increased efficiency
Sales optimization
Data-based decisions
Scalability

A CRM is not just a tool, but a strategy for maintaining customer relationships, optimizing processes and exploiting sales potential.

What advantages does a CRM cloud solution offer?

A cloud-based CRM solution offers you a flexible, scalable solution that simplifies your processes and provides you with modern tools for Sales, Marketing and Customer Service.
You benefit from a powerful, future-proof platform:

Flexibility & scalability: adaptation to company growth
Cost efficiency: reduced IT maintenance costs
Automatic updates & security: always up to date
Mobility & collaboration: productive everywhere
Integration & database: networking at the highest level

What criteria should be used to select a CRM solution?

Choosing the right CRM system is a strategic decision that will influence the success of your company in the long term. There are numerous CRM systems - from simple tools to comprehensive platforms - but what really matters? Here are the most important criteria that you should consider when making your choice in order to provide optimum support for your business processes:

Industry expertise and integration capability
User-friendliness and support
Range of functions and flexibility
Costs and scaling
Mobility and cloud availability

Our approach, your success

This is how we support you with the introduction of Microsoft Dynamics 365 Sales:

Proof of concept and preparation workshop

Find out about the benefits of implementing Microsoft Dynamics 365 Sales for your business processes. We will provide you with essential insights that will support you in your decision-making process.

Training and courses

To ensure that you can continue to use and manage the system efficiently in the future and make adjustments independently, we offer training courses for basic use, administration and customizing.

Business consulting and project implementation

To ensure a smooth integration that aligns with your business goals, we provide expert advice, conduct thorough business process analysis and deliver end-to-end tool implementation.

Additional advice and ongoing support

To ensure your continued success, we remain within your reach at all times. With our consulting services, you always have the option of adapting the CRM to changing needs and challenges.

Customization with Power Platform

Power Apps, Power Automate and Power Pages are tailored to your business needs to automate your applications, forms, workflows and processes. Alternatively, we can also optimize your existing adaptations.

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