Unify Your Sales And Marketing Efforts To Drive Your Profits

Microsoft Dynamics 365 Business Central means a single connected platform across your Accounts, Sales and Marketing teams. Action and manage sales campaigns straight from the dashboard and monitor your campaigns, opportunities and profitability every step of the way. Plus, with powerful Microsoft integration capabilties you can level-up your quote-to-cash process with Dynamics 365 for Sales.
 

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— Is Business Central Right For You? —

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The Path From Lead, To Opportunity, To Customer, Has Never Been Faster

Your Sales and Marketing teams are some of your most valuable assets when it comes to speeding up your quote-to-cash process, so giving them the right tools to succeed in their roles is vital. With Microsoft Dynamics 365 Business Central, the process has never been simpler for your teams – with all the information they need at their fingertips. Here are just some of the Sales and Marketing capabilities:

  • Campaign Management
  • Measure Campaign Profitability
  • Sales Order and Process Management
  • Opportunity Management
  • Contact Management
  • Document Management
  • Office 365 Integration
  • Mobile Sales
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Acclerate Your Quote-to-Cash Process

The Quote-to-Cash Process has never been faster or simpler. Through Outlook, see contact info, sales and transactions, communications and more directly from an inbound email. Create quotes, process orders and submit invoices without leaving Outlook. Easily customise outgoing documents and email templates in Word and access live lists of editable data from within Excel.

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Simplified Sales Campaign Tracking

With one centralised location for all your relevant data, it’s a much more simplified process to set and action campaigns and track their results with insights and reports. In only a few clicks, you can perform research, set up a campaign, assign a target audience, activate the campaign and track the campaign responses and performance with powerful reporting on key statistics.

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Stay Informed at Every Step of The Sales Cycle

Get a complete view of your customer relationships. With Customer Management in Business Central, the path from lead to opportunity to customer is made simple, with the right information when you need it, all from one place. So you can focus on the right opportunities and track ongoing sales from any device, even when you are away from the office.

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Optimise Your Leads for Revenue

Sales opportunities can be created and you can keep track of the current sales stage for each opportunity, as well as following your processes required to close the sale. Business Central allows you to prioritise leads based on their revenue potential and track opportunities throughout the sales cycle. Even set KPI targets to alert you to opportunities falling behind!

Help Sellers Sell and Buyers Buy
With Microsoft Dynamics 365 Sales

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 >

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It’s Time To Level-Up Your Sales Efforts with Microsoft
Dynamics 365 Sales and Business Central Combined

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.

Automated Data Syncing Between Systems

Automated Data Syncing Between Systems

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).

Intelligent Systems That Actually Communicate

Intelligent Systems That Actually Communicate

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.

Clever Dashboards To Help Deliver Results

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 statistics and use charts for quick insights.

Accelerate Sales Like Never Before

Accelerate Sales Like Never Before

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.

Powerful Integrations to Drive Efficiency

Powerful Integrations to Drive Efficiency

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.

Standardised Processes For Consistency

Standardised Processes For Consistency

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.

Consistent Branding Across Your Assets

Consistent Branding Across Your Assets

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.

Goal Setting That Works Alongside KPIs

Goal Setting That Works Alongside KPIs

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.

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!

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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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Take Back Control of Your Finances

Easy access to the general ledger, workflows and audit trails, bank management, budgets, deferrals, bank reconciliation, dimensions, fixed assets and currencies. It’s all there, and with powerful insights into your data.
 
Finance Management >

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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 >

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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 >

All Information in One Place

Customer Relationship Management

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 >

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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