Nurture Customers From Lead Through To Order

Microsoft Dynamics 365 Business Central’s powerful integration capabilities mean that you can easily extend the system and take your business processes to the next level with powerful CRM functionality. Connect seamlessly with the guided sales processes and artificial intelligence (AI) of Dynamics 365 Sales. Microsoft Dynamics 365 Sales is a hybrid sales management platform, helping you to accelerate revenue with an insights-based, collaborative sales engagement solution.

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— Is Business Central Right For You? —

Want to know more about whether Microsoft Dynamics 365 Business Central can improve your business and accounting processes? Simply leave us your details below and one of our experts will be in touch shortly.

Take Your Customer Relationship Management To The Next Level With Dynamics 365 Sales

Take Dynamics 365 Business Central’s customer management capabilities and connect it seamlessly with the powerful guided sales processes and artificial intelligence (AI) of Dynamics 365 Sales. Better analyse data and use it to gain a deep understanding of relationships, evaluate activities in relation to previous successes and choose the best path forward. Enable salespeople to build strong relationships with their customers, take actions based on insights and close deals faster. Here are just some of the sales and CRM capabilities:

  • Prioritise leads based on predictive scores
  • Prioritise opportunities based on predictive scores
  • Nurture from lead to order
  • Manage opportunities intelligently
  • Powerful reporting
  • Competitor management
  • Artificial intelligence to transform processes
  • Dynamics 365 Sales on mobile
All Information in One Place

Prioritise Leads and Opps With Scoring

Use predictive scoring for prioritising leads and opportunities and help your teams achieve higher qualification rates. Dynamics 365 Sales’ out-of-the-box scoring model uses influencing factors, that you can configure, for automatically generating scores. Enjoy reduced admin time for your teams and help them to focus their efforts where they are needed most.

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Nurture From Lead Through to Order

Understanding the position of your opportunities is imperative in order to more effectively convert them. With Sales Hub, you get prebuilt dashboards out-of-the-box so you can quickly get insights on your sales data and team performance. They show sales figures, including activities you’re working on, sales pipeline and your open opportunities and leads.

Powerful CRM Reporting

Clever Dashboards To Help Deliver Results

Manage opportunities with all the information you need at your fingertips. ‘Deal manager’ is a dedicated workspace to manage opportunities better. You can personalise and customise the work-space for your needs and as an Admin, you can customise the experience for sellers to further improve their productivity. See key KPIs and stats and use charts for quick insights.

Keep Detailed Records of All Your Employees

Accelerate Sales Like Never Before

Dynamics 365 Sales prioritises tasks based on impact using data and AI and ensures each lead has a unique and personal experience. Ahead of client meetings, salespersons can see insightful executive summaries, a summary of previous calls, action items and scans highlights – even listen to full call transcripts. Get up to speed quickly and deliver an amazing level of service.

Intelligent Systems That Actually Communicate

Standardised Processes For Consistency

You can standardise business processes and eliminate guesswork. With a drag-and-drop visual designer that lets you easily build your organisation’s processes and rules, including automating things like sending a notification email when a deal closes, or sending a survey when a case is resolved and requesting manager approval for high revenue deals.

Accelerate Sales Like Never Before

Improved Seller Coaching and Potential

Conversation intelligence (CI) uses analytics and data science to gather data from sellers’ call recordings and Dynamics 365 Sales. It analyses data to provide you with information and insights to intelligently manage your teams and proactively coach sellers. CI displays relevant key performance indicators (KPIs) and intelligent call data KPIs by team, seller and call.

Keep Your Employee Records Safe and Secure

Manage Your Competitor Information

Tracking your competitors and their strengths and weaknesses can help you stay ahead and win sales. You can use Dynamics 365 Sales to store details about competitors so that you and your teams can share information and stay current with the latest details – be it product and service comparisons, or logging why you lost out against a competitor.

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Dynamics 365 Sales On-The-Go

Taking Dynamics 365 Sales on-the-go with you means sellers can nurture relationships, stay up-to-date with important information and respond to customers faster. The app is optimised for those sellers who are often on the road, so all the data they’ll need is available in a few clicks. Help sellers find the right data anywhere, anytime and log and share information quickly.

No Idea Where To Start?Our FREE Process Review Is The Perfect Place.

Understanding your current processes is a vital step before implementing a new software solution. Our Business Process Review identifies three areas of challenge in your organisation and offers a streamlined way of managing each one with ERP.

Following an initial discussion, we can make recommendations, including a visual diagram of your existing process and a detailed explanation of your proposed new solution. It takes around 30-45 mins to have an initial chat and it’s completely free!

Request A Free Review Download Brochure

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Are You Looking For A Unified System To Empower Your Business?

Enterprise grade solutions, adapted to meet the needs of small and medium-sized businesses. With Microsoft Dynamics 365 Business Central, there’s no need for duplicated data on many systems – instead it’s one solution that cover all areas of the business, including finance, CRM, supply chain management, project management, HR and marketing and sales.

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Always See The Bigger Picture

Marketing and Sales teams working from the same playbook. Strengthen sales, close and accelerate your quote-to-cash process. Set up and track your campaigns in just a few clicks, or log and monitor your sales leads at every step.
 
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Document Management Made Simple

Wouldn’t life be simpler without documents stored and duplicated across several platforms? Now there’s no need to. Instead, store and manage them in one place, accessible by everyone who needs them.
 
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Save on Purchasing and Order Processing

Optimise your inventory levels, with built-in intelligence that predicts in real-time what to replenish and when, so you only receive what you need. Your teams will have complete visibility of the order lifecycle, all in one place.
 
Order Processing >

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Predictive Insights and Consistent Reporting

You capture a huge amount of data, from sales and purchases to expenses and budgets. Harnessing this data can prove a powerful tool. With Business Central, you can easily gather, analyse and share your company data.
 
Reporting & Analytics >

Microsoft Dynamics 365 Business CentralThe Implementation Process

The HBP Group can offer you two seamless implementation methods for Microsoft Dynamics 365 Business Central based on your business needs and desires: SmartStart for rapid self-managed deployment, or SmartScope for a complete managed service by an expert.

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How Can Microsoft Dynamics 365 Business Central Help You?

If you’d like to know more about each area of Microsoft Dynamics 365 Business Central then we’ve broken down the software into key areas so you can delve a little deeper. It’s important to remember that Business Central works together as one solution, combining the data and information from your finance, operations and sales teams to provide accurate and real-time reports on your organisation’s activities.

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For Managing Directors

As a Managing Director, you have the responsibility of the entire business on your shoulders so you need a finance and ERP system that covers every part of your organisation. With data from every area of your business in one location, you’ll be able to analyse data better than ever before and make decisions that truly impact your future success.
 
Managing Directors >

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For Finance Directors

Microsoft Dynamics 365 Business Central is an extremely powerful and feature rich finance system. Producing accurate, on-time reports as well as managing budgets, cash flow and your team efficiently are key parts of a Finance Director’s role and having the right finance software in place can be a critical part of achieving these tasks successfully.
 
Finance Directors >

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For IT Directors

As the person responsible for your organisation’s IT, you’ll no doubt want to be certain that any new software which can be accessed by your end users is going to be secure and can work in tandem with your existing IT infrastructure. Microsoft Dynamics 365 Business Central ticks both boxes with a wealth of security features as well as integration
 
IT Directors >

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