Archibo Microsoft Dynamics 365 Sales Consultancy

Archibo Microsoft Dynamics 365 Sales

Streamline your sales processes and boost productivity with Microsoft Dynamics 365 Sales. Empower your team with data-driven insights, AI-powered tools, and seamless CRM integration to foster stronger customer relationships and drive revenue growth. At Archibo, we specialize in implementing and optimizing Dynamics 365 Sales, ensuring tailored solutions that align with your business goals. Unlock your sales potential with a platform designed for success.

Out of Scope

No additional customizations beyond specified fields and entities
No third-party tool integration

Area

Deliverable

Planning and Preparation

Requirement gathering
Requirement Analysis
Document preparation

System Setup

Environment Setup
User Setup
Teams creation
Security role creation
Business unit setup
Role Assignment
Company Logo setup
Currency setup

Lead Management

Lead Capture (Only Manual)
Lead Manual Assignment
Lead Tracking and Follow-up
Lead Nurturing
Lead Qualification

Opportunity Management

Product Catalog and Write-In Products Product Families Product Bundles
Price Lists
Units and Unit Groups
Discount Lists
Business process flow setup

Customer

Accounts
Contacts

Reports

Sales Dashboard
Sales Activity Dashboard
Sales History Dashboard

Integration with Productivity Tools

Outlook
MS Teams

Custom Entities & Fields

3 Custom Entities and 10 Custom Fields

User Training

Train the users

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Microsoft Dynamics CRM Sales Module

The Sales Module of Dynamics CRM is a powerful tool designed to boost a business's sales by enhancing the efficiency and effectiveness of the sales process. It enables sales teams to manage leads, automate workflows, and access customer insights, helping them prioritize high-potential opportunities. With features like lead scoring, sales forecasting, and real-time reporting, sales reps can better understand customer needs, track interactions, and nurture relationships more effectively.

Additionally, the Sales Module integrates with Power BI to deliver data-driven insights, enabling teams to make informed decisions and personalize customer interactions. This streamlined, data-backed approach ultimately leads to higher conversion rates, improved customer satisfaction, and sustained business growth.

Essential Basic

The Essential Dynamics 365 Sales Module Package is designed to set up and streamline core sales processes for businesses ready to harness the power of Dynamics 365 CRM. This comprehensive package includes initial planning and preparation, such as gathering and analyzing requirements to ensure tailored solutions. We handle complete system setup by configuring the environment, users, teams, and security roles, establishing a solid foundation for effective data management. Key features include lead and opportunity management with manual lead capture, tracking, nurturing, and robust tools for handling product catalogs, pricing, and discount lists.

The package also includes sales dashboards for real-time insights, integration with Outlook and MS Teams for seamless productivity, and three custom entities with ten fields to fit specific business needs. While customization beyond specified fields and third-party integrations are outside the scope, we provide essential user training to ensure teams are equipped for successful adoption.

Essential Plus Package

The Essential Plus Dynamics 365 Sales Module Package expands on the Essential package to deliver a robust CRM solution that enhances sales productivity and team collaboration. This package enables advanced activity management for seamless tracking of emails, tasks, appointments, and phone calls, alongside essential reporting capabilities for leads, opportunities, quotes, orders, and invoices. Designed for enhanced customization, it includes system configuration for personalized sales views and streamlined navigation. Key upgrades in lead management include lead sharing, duplicate detection, and merging options to maintain clean data and efficient workflow.

Integration options for OneNote, SharePoint, or Yammer further support collaboration, while quote and invoice management add structured processes for editing, revising, and finalizing quotes and invoices with branded templates. Additionally, the package introduces manual case management features for effective customer support and up to ten custom entities and twenty fields for tailoring the system to unique business needs. With comprehensive documentation and an easy user interface, this package equips sales teams to operate efficiently while maintaining best practices.

Essential Plus Premium

The Premium Dynamics 365 Sales Module Package provides an advanced, fully customizable CRM solution designed to maximize efficiency and deepen insights for sales-driven organizations. Building on the Essential Plus package, this premium option introduces comprehensive configuration and development capabilities, including global search, business process flows, and custom script and plugin development tailored to unique business requirements. This package features interactive dashboards for both agents and managers, customizable quote and invoice templates with enhanced pricing and discount list functionalities, and integration with LinkedIn Sales Navigator for enriched lead and relationship insights.

Additionally, it includes advanced analytics with predictive and AI-driven insights, optimized for strategic decision-making. With the Dynamics 365 Sales mobile app configuration, teams can access CRM functionalities on the go, ensuring continuous engagement. Ongoing support and maintenance further guarantee seamless performance, with troubleshooting and optimization services to keep operations running smoothly. This premium package delivers a complete, high-performance CRM solution tailored to organizations seeking maximum sales impact.

We focus on the IT solutions, so you can focus on your business.

Find out what we can do for you today!

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