Why Businesses Choose ServerSys for D365 Sales
With 25 years of focused CRM expertise and hundreds of projects under our belt, we know what it takes to get a team to use the system rather than work around it. Our 96% client retention rate reflects an approach built on adoption, not just configuration.
We take a consultative approach to change management, so your sales team uses Dynamics 365 Sales because it makes their day easier and improves performance.
What We Deliver with Dynamics 365 Sales
We simplify your processes with automated workflows and guided sequences that reflect how your team works. As processes evolve, the system adapts with them.
Reduce repetitive tasks to minimise data entry and maximise selling time with AI-powered Copilot features and Outlook and Teams integrations.
Dashboards, relationship analytics and predictive forecasting give you a clear picture of pipeline health. See which deals need attention, which reps are performing, and where coaching will make the biggest difference.
Centralise your relationship data to gain insights for tailored outreach and personalised experiences.
Native integration with Microsoft Teams and conversation intelligence provides coaching for sellers and improves teamwork. Get a deeper understanding of customer needs from transcribed call summaries and save time with automatically generated follow-ups.
Streamline Processes
Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.
Increased productivity
Reduce repetitive tasks to minimise data entry and maximise selling time with AI-powered Copilot features and integration with Outlook and Teams.
Winning Insights
Use predictive analytics, embedded Power BI visuals, and AI-powered recommendations to gain data-powered insights that help sellers win.
Grow relationships
Centralise your relationship data to gain insights for tailored outreach and personalised experiences.
Enhanced collaboration
Native integration with Microsoft Teams and conversation intelligence provides coaching for sellers and improves teamwork. Get a deeper understanding of customer needs from transcribed call summaries and save time with automatically generated follow-ups.
How we Partner with You
We use an agile methodology to deploy and tailor Dynamics 365 Sales. With hundreds of successful projects under our belt, our team has the expertise to help you realise value quickly.
Lead and Opportunity Management
Predictive Scoring
LinkedIn Sales Navigator Integration
Extendable with Power Automate
Demonstrating Dynamics 365 Sales
Helping Sellers Win by Working Smarter
Productivity features including Copilot for Sales reduce manual data entry and minimise time spent switching between apps.
You can also boost productivity by using the Copilot digital assistant to draft emails, add contacts, log activities and follow recommendations powered by your data.
Workflows and sales sequences are additional tools that save time by shortcutting repetitive tasks. ServerSys will help you use these capabilities to increase productivity and win faster.
Lead and Opportunity Management
Predictive Scoring
LinkedIn Sales Navigator Integration
Extendable with Power Automate
Dynamics 365 Sales Capabilities include:
Lead and Opportunity Management
Track, nurture, and convert leads into customers with a streamlined sales pipeline.
LinkedIn Sales Navigator Integration
Connect LinkedIn insights with Dynamics to strengthen relationships and close deals.
Interactive Dashboards and Reporting
Gain real-time sales insights with interactive dashboards and customisable reports.
Quotes, Orders and Invoicing Automation
Streamline quoting, ordering, and invoicing for faster sales processes.
Pipeline Management
Visualise and manage your sales pipeline for improved forecasting and deal tracking.
Sales Forecast Modeling
Predict future sales with model forecasting and trend analysis.
Boost Productivity with AI Assistance
Automate tasks and get intelligent recommendations to close deals faster with Copilot.
Microsoft Teams and Outlook Integration
Collaborate and manage customer interactions directly from Teams and Outlook.
Download Dynamics 365 Sales Guide
Discover more about Dynamics 365 Sales and how ServerSys can help boost your sales team’s productivity.
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Dynamics 365 Sales: Frequently Asked Questions
Ready to talk?
If you’re considering Dynamics 365 Sales or want to get more from your current setup, we’re happy to talk it through. Call us on 0203 884 3804, email hello@serversys.com, or complete the contact form below.
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Contact us
Sales:
Email:
Support:
Let’s Connect