Start your path to the Sales Sanctuary

Are you slowly sinking away in the Sales Swamp?

Pull yourself out of the swamp and take the path towards the Sales Sanctuary with Microsoft Dynamics 365 Sales. Let it be your guide to smoother selling and a haven of successful deals.

It's more than just your typical sales tool. It's your ally in freeing the path to sales excellence, effortlessly tackling every challenge along the way.

Promised Sales Land-01

Centralized Data Organization

Dynamics 365 Sales centralizes and organizes all information, offering you a unified view for effective and personalized selling:

  • Data integration with other CRM modules or systems, ERP systems, email platforms and social media.
  • Unified Customer Profiles with contact details, interaction history, purchase records, and customer preferences.
  • Customization of views and dashboards, enables you to see the most relevant information at a glance.
  • Dynamics 365 Sales provides real-time access anytime, anywhere, facilitating remote or on-the-go selling.
  • Advanced analytics give insights into customer behavior, sales trends, and potential opportunities so you can tailor communications, recommendations, and offers based on individual customer data.

Streamlined Lead Engagement

Dynamics 365 Sales enhances lead capturing and tracking, ensuring every potential customer is engaged:

  • No need for manual entry as the system automatically captures leads from various sources like websites, social media, email campaigns by integrating with Dynamics 365 Marketing / Customer Journeys.
  • The platform allows for segmentation of leads based on various criteria such as industry, company size, or customer needs and uses lead scoring mechanisms to prioritize leads based on their likelihood to convert.
  • Lead nurturing workflows can send out automated emails, set reminders for follow-ups, and trigger other actions based on predefined criteria, ensuring consistent engagement with leads.
  • Dynamics 365 Sales provides tools for tracking the progress and analyzing the interactions of each lead through the sales pipeline, supported by configuring real-time alerts and notificiations enabling timely and relevant follow-up.

Enhanced Opportunity Management

Besides lead engagement, Dynamics 365 Sales excels in supporting opportunity management and sales nurturing:

  • Similar to lead engagement, opportunity management in Dynamics 365 Sales offers features such as capturing and organizing opportunities from diverse sources, segmenting opportunities to craft customized sales strategies, employing advanced scoring models for prioritizing opportunities, implementing automated workflows for regular engagement, and establishing real-time alerts and notifications to ensure sales teams are always up-to-date with significant developments.
  • Dynamics 365 Sales' analytics and reporting tools offer insightful dashboards that help sales teams spot and understand trends, forecast better, and refine their sales strategies.

Personalized Customer Engagement

Copilot for Sales provides an advanced layer of intelligence, boosting sales teams in understanding and engaging with their leads and customers:

  • Copilot's AI-driven research into all available customer data can instantly help uncover patterns and insights - such as customer preferences and interests, purchase history and engagement levels - that may take sales teams many hours or may even go unnoticed.
  • Armed with this invaluable information, sales teams can create stronger customer experiences by tailor their interactions and offers to each customer's unique needs and interests.
  • Furthermore, they can identify the most opportune moments to approach customers, the most effective sales strategies to employ, and even predict future buying behaviors.
  • And as the cherry in top, Copilot can support sales representatives to efficiently draft emails, prepare proposals, and respond to customer questions with personalized content directly within Microsoft Outlook.


Focus on what matters

Are you navigating the murky waters of the sales swamp?

Discover how Copilot and the power of generative AI in Dynamics 365 Sales can be your lifebuoy.

Transform confusion into clarity and complexity into simplicity.

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RFP Checklist for CRM

You can use this document to inquire potential suppliers about their CRM solution and expertise and to compare the gathered information in your search towards your ideal CRM.


Customer Case

Centralizing all customer data at VITO

The biggest challenge for VITO’s sales teams? Finding a unified way of working across all business units. “In the past, the information we kept on leads and opportunities was not available to everyone”. “The majority of our salespeople were working in their own spreadsheets and notebooks. Our customer data was fragmented and there was no single source of truth to manage accounts and leads.”  To centralize its sales activities across business units, VITO turned to Cegeka and implemented Microsoft Dynamics 365 Sales.

Join our webinars to see the solutions come to life

Microsoft Dynamics 365 Sales



Sign up for our webinar to explore the powerful features of Microsoft Dynamics 365 Sales and Copilot.

Address your challenges head-on and see the solution come to life. We will highlight and demonstrate key features and showcase real-life examples.

Invite your marketing colleagues




Encourage your colleagues to attend our webinar and discover the impressive capabilities of Microsoft Dynamics 365 Marketing and Copilot. 

And why not join yourself? Come and see how Dynamics 365 Marketing integrates effortlessly with the sales module!

Invite your customer service colleagues 




Motivate your customer service team to explore the remarkable features of Microsoft Dynamics 365 Customer Service with Copilot.

Why not attend yourself as well? Discover how Dynamics 365 for Customer Service connects seamlessly to the other modules.

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