As a Sales Representative, there’s a lot of data and information for you to manage in your role. By accelerating sales processes, it means more time for you to focus on ensuring you deliver exceptional customer service. Microsoft Dynamics 365 Business Central means a smooth transition from sales to service and living up to your service agreements.
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Want to see Business Central in action and find out if it’s right for you? Book a demo and in just 15 minutes, you’ll come away having either ruled it out or ready to move on to a discovery session with a Microsoft expert.
Through one central dashboard, Microsoft Dynamics 365 Business Central allows Sales Representatives to have a holistic view of their tasks. With all customer and product or service details in one place, both sales and service teams can respond quickly to inquiries and monitor and manage customer accounts. All while keeping track of service agreements to deliver a reliable service to your customers.
With Microsoft Dynamics 365 Business Central, you can enjoy improved visibility of the sales cycle and keep track of all customer interactions, so you can act quickly on sales opportunities. Get guidance on the best upsell, cross-sell, and renewal opportunities throughout your sales cycle so that you can maximise on profitability and thrill your customers with exceptional service.
Microsoft Dynamics 365 Business Central has powerful integration capabilities, so you can act quickly on sales-related enquiries, action sales quotes and invoices, manage service requests, and process payments within Outlook. Export data for use in Excel, and embed Power BI reports in Business Central. Role-centric dashboards mean your teams only see what they need to.
From your personalised dashboard, you can view your ongoing sales and purchases, see approvals and payments and instantly see live sales amounts and customer insights – helping you to better manage your time and priorities. Gain a comprehensive overview of service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
Complete visibility over your organisation. As data is stored in one central location, you can report on information from a holistic position, rather than viewing data in isolation. Reports can easily be created and displayed with real-time, visual dashboards using Microsoft’s Power BI. Analyse and report on the past, as well as anticipate the future of your business.
With the added benefits of Microsoft Dynamics 365 for Sales, you can build even stronger relationships with customers, take actions based on insights and close opportunities faster. With the additional functionality of Sales, you can bring together the entire sales team to facilitate the buyer journey.
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. Microsoft Dynamics 365 Sales is a hybrid sales management platform, helping you to accelerate revenue with an insights-based, collaborative sales engagement solution. 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.
With data on Sales and Business Central, you can choose the direction of data syncing. That means that certain data can be ‘bidirectional’, e.g., you change customer info in Business Central and it will automatically update in Sales (and vice versa), or it can be ‘unidirectional’ and only sent one way, e.g., posted sales invoices can be synced from Business Central to Sales (but not the other way).
Salespeople can see availability of items in stock in Business Central, whilst using Dynamics 365 Sales. That same user can then see the price lists from Business Central when creating their sales quote. The sales quote can then be processed in Business Central when created and activated in 365 Sales and the sales order can then be created and processed in the same way.
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 statistics and use charts for quick insights.
Dynamics 365 Sales prioritises tasks based on impact using data and AI, ensuring 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 scan highlights – even listen to full call transcripts. Get up to speed quickly and deliver an amazing level of service.
Connect Microsoft Teams so teams can collaborate seamlessly from wherever they work. Salespeople can use Teams from directly within 365 Sales, so no need to jump between applications – even during calls. Access data and take notes while the call is being transcribed for you. Business critical insights mentioned during calls are highlighted and suggested actions are surfaced.
Eliminate guesswork with process flows, ensuring data is entered consistently when working with customers. With a drag-and-drop visual designer that lets you easily build your organisation’s processes and rules, including automating things like sending an email when a deal closes, or a survey when a case is resolved and requesting manager approval for high revenue deals.
Benefit from personalised branding across multiple assets, with templates. Enable auto-generation of quote and invoice documents which are consistent with your branding and messaging. Create standardised documents in Word, populated with Dynamics 365 Sales data in just a click. Or, use email templates as a fast and easy way to send repetitive and recurring email to customers.
With Dynamics 365 Sales, you can define, measure and track goals for your organisation and team. Define your goals based on revenue for specific regions, number of leads created, number of units sold and more. Plus, easily track progress of various elements of the sales process with dashboards and charts, which you can define and personalise on your homepage.
Microsoft Dynamics 365 Business Central, the all-in-one solution that helps you connect processes, make smarter decisions faster and grow your organisation. Download the Microsoft Dynamics 365 Business Central brochure to find out more about Business Central’s capabilities; how it can help unify your processes and manage your financials, sales, service and operations in one cloud-based system.
It’s not often you come across a platform that can support your entire business from one central data location. With Microsoft Dynamics 365 Business Central, there’s no need for duplicate data, siloed systems and multiple platforms – instead manage your financials, CRM, supply chain management, project management, HR and marketing and sales from one intuitive system.
With the responsibility of the entire business on your shoulders, you need a complete ERP system that covers every part of your organisation in a single system, with data you can analyse from every area.
Managing Directors >
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. Having the right finance software in place is critical to achieving these tasks successfully.
Finance Directors >
No more guesswork, have all the information you need at your fingertips. Easily access information from every area across the business to manage and setup campaigns, see insights and drive sales and engagement.
Marketing Managers >
Easily manage sales-order and purchasing processes through automated workflows and store all the information you need in one central data location – plus, prevent unnecessary or fraudulent purchases with approvals.
Order Processors >
Our 15-minute virtual Business Central demo gives you the high-level look you need to see the powerful functionality of the system and whether it’s the right fit for your business. No need to wait weeks to get a detailed demo booked in, you’ll come away having either ruled out Dynamics or ready to move on to a detailed discovery session and personalised demonstration, with a Microsoft expert.
Since 1991, The HBP Group have been implementing accounting and finance systems and have vast experience in migrating customers from their existing systems to new ones. Coupled with our Microsoft Gold Partner Status, we can guarantee that your data will be as good, if not better, when you move to Microsoft Dynamics 365 Business Central. Below are just a few of the finance packages we have experience of.
Microsoft Dynamics 365 Business Central connects your financials, sales, services and operations to drive powerful efficiencies and smarter decision making plus with built in intelligence and seamless Office 365 integration, the value is unparalleled.
Watch Product Demos >Flexible and configurable, Business Central readily adapts to your unique industry and business needs.
Microsoft Dynamics 365 Business Central’s financial management system is the core to the entire solution, underpinning all other aspects of the platform. But it goes far beyond that. Unifying systems and processes together to manage your financials, sales, service, and operations in one cloud-based system. If you’re ready to see the system in action, book a virtual 15-minute Business Central demo using our online calendar booking system.
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.
Sales & Marketing >
Better analyse data and use it to gain a deep understanding of customer relationships, evaluate activities in relation to previous successes and use that information to choose the best path forward.
CRM Functionality >
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 >
No breaking down into different sections or modules, Microsoft Dynamics 365 Business Central offers one complete ERP system that pulls systems and processes together to manage your financials, sales and operations.
Product Features >
