Migrate to Dynamics 365 for Sales

Productivity is what every business seek, and to achieve the same, they must jump to Microsoft’s cloud solution Dynamics 365 for Sales. Sales is the core of every business, and to drive targeted sales it is vital to make every connection count.

Technology is changing at a fast pace, and it has become important to run a business at par with the technology. So, what is holding you back? Its time, you empower your sales management software by adding digital intelligence into each deal and predict the needs of your customers in a better way. Make customers feel attended, and strengthen every connection, increasing revenue.

The main part of sales management is finding and qualifying leads, and thereafter nurturing those leads to make them reach the buying stage.  Once you reach over 50-60 leads, its recommended to get over making a spreadsheet for the same.

With your business growing quickly, you need a CRM system to store and organize your leads systematically, that you can access anytime, from anywhere with any device you use.  with instant access from anywhere, on any device, at any time.  You must jump to a user-friendly CRM system that offers the features most relevant to your business objectives.

Migrate to Dynamics 365 for Sales

Once you have made up your mind to migrate to Dynamics 365 for sales, next comes the task of successful migration approaches. Well, there are many approaches to migrate to Dynamics 365, but its highly recommended to take the assistance of Dynamics 365 experts, like De Facto Infotech.

Here are the main approaches for migration to Dynamics 365 for Sales:

  • Manual
  • SSIS (SQL Server Integration Services)
    • KingswaySoft

There are the same approaches for migration to CRM as well as Dynamics 365. Read more about these migration approaches in detail here:

Salesforce to Dynamics CRM Migration

Benefits of using Dynamics 365 for Sales:

  • Import Data Easily:

With a platform like Dynamics 365, you don’t have to worry about how long the import will take or whether the import will be organized or not. It lets you easily categorize external data as a single import. You can also transfer information in batches if the need arises. Dynamics 365 even has an always-on connection to Excel. You can save your time and keep your customers happy at the same time, with single, user-friendly portal of Dynamics 365.

  • Are you asking the right questions?

Are you asking the right questions to your customers? Most businesses lose their leads as they don’t telemarket the right way. Well, Dynamics 365 keeps you covered with its process flow user interface. It sends prompts to ask the right questions to find and qualify new sales leads. It includes well-defined steps and follows a logical progression of the sales funnel, towards the buying stage. Using Dynamics 365 for sales you can easily increase conversion rates and can meet your quotas more easily.

  • Convenience: 

Everyone is on the go, and seek instant connections for their needs. A prospect can approach you any time of the day, and you can’t just avoid it if you seek a lead. A good salesperson knows the importance of seizing the opportunity and strike while the iron is hot. Dynamics 365, being cloud-based lets you do it easily. You can enter CRM data and access customer information instantly, and build lifelong relationships. The icing on the cake is that Dynamics 365 is a Microsoft product, thus integrates with the Microsoft Office Suite for utmost productivity.

  • Super-easy integration:

As mentioned above, being a Microsoft product, Dynamics 365 can be easily integrated with the Microsoft Office suite and libraries on SharePoint. This lets you send quotes, RFPs, and emails quickly and easily. With Dynamics 365 comes endless possibilities. It is built for Microsoft Outlook thus you get a fully comprehensive communication history that you can scan whenever you want.

  • Stage tracking:

Every qualified lead goes through the sales funnel and progresses through different stages. Conversations differ depending on the type of the lead you are in touch with. A good salesperson understands the need of tailoring conversations to the appropriate stage in the sales funnel. With Dynamics 365, you can feel at ease. It tracks every opportunity through your pre-defined milestones.

  • Track your competitors:

Dynamics 365 keeps the users ahead with its superb ‘track your customers’ ability. It lets your team create detailed profiles of all your competitors, giving them a detailed overview of your competitor’s strengths and weaknesses.

Migrate to Dynamics 365 for Sales with De Facto Infotech

De Facto Infotech offers best in class services for the implementation, migration, and upgrade of Microsoft Dynamics 365 and Office 365. Over the years, we have helped numerous business streamline sales, optimize resources, mitigate risks, boost ROI and improve overall business performance by implementing or migrating to Dynamics 365 and Office 365.

Let us take your organization to the next level with cutting-edge technology and features of Dynamics 365.

Project Service Automation (PSA)

Project Service Automation App

What is PSA?

Project Service Automation (PSA) belongs to Microsoft Dynamics 365 suite. The PSA is the best pick to ensure your sales team, project managers, resource managers, and project personnel coordinate for maximum profit and highest possible efficiency. Using PSA, you can run your business optimally. It works together with your existing project management tools so that you can easily manage every aspect of your project from sales, to resourcing, to delivery and billing. The best thing is that PSA falls under Microsoft Dynamics 365 suite which makes it easily connectable with the other Dynamics 365 business apps.

Why is PSA ‘must’ for your business?

Project Service Automation boasts all the features you need to run a project without any bottlenecks. With this SaaS solution by your side, you can run your project-based businesses more productively, profitably and with higher client satisfaction. Built on Microsoft’s intelligent cloud, you can deploy it independently or can integrate it seamlessly with other Dynamics 365 applications. Like other Dynamics 365 applications, PSA has in-built Power BI and Cortana Intelligence and seamlessly integrates with Office 365 to optimize the way your organization works by ensuring end-to-end project delivery experience. Optimize your opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics, integration, and boost business productivity.

Benefits of PSA

If you still aren’t convinced with what all wonders PSA can do for your organization, we are here with the ways in which the application is going to prove beneficial for you:

  • Manage projects confidently: With a predictable and customer-centric service delivery model, plan and deliver successful projects.
  • Optimize your resources: Anticipate resource demand better, and make sure the right resources work on the right projects, keeping utilization high.
  • Forecast project profitability: Prioritize project-based sales opportunities with built-in intelligence and expect successful outcomes.
  • Go highly productive: Equip your service professionals to deliver the best work with powerful intuitive and collaborative tools.
  • Innovate with a modern and adaptable platform: Revolutionize with PSA, which is not just easy to customize, and extend, but also connects seamlessly to other apps and services you already use.

De Facto Infotech is the PSA partner you need

De Facto Infotech is a leading player and expertise in Microsoft products. Our team can assist you with the powerful suite of Microsoft Dynamics 365 apps like Project Service Automation. From integration to upgradation, the experts at De Facto can help you out with all your needs.


Read More: Project Service Automation

Click Dimensions Integration

Create sophisticated marketing campaigns and attract more leads, close more sales and engage customers easily with Click Dimensions integration. Make the most of your solutions by marketing it the right way, and making sure they reach your target audience.

What is Click Dimensions?

ClickDimensions makes the Microsoft technology of Dynamics 365 work exceptionally well for marketers by ensuring great customer experiences. This marketing automation platform is natively integrated with Dynamics 365, freeing customers from the need of any kind of complex implementations. It syncs systems that give users unparalleled access to CRM data for better segmentation, hyper-personalization, and marketing success. With essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing and more, ClickDimensions helps organizations using Microsoft Dynamics 365 attract more leads, close more sales and engage customers effectively. And you can do it all from the comfort of your Dynamics 365 environment, so you can reach their world without leaving yours.

Why should you integrate Dynamics 365 with Click Dimensions?

Click dimensions and Dynamics 365 integration

Bridge the gap between the sales and marketing and bloom your sales like never before with Click Dimensions. Together with Dynamics 365, Click Dimensions make a powerful package. Right from the single screen, you can easily perform all the core tasks of your business. Be it sales processing, reaching out the right kind of market, tap the target customer base, or closing more deals, Dynamics 365 and Click Dimensions make it happen, seamlessly. This default integration is highly useful in this era in which customer is the king, and all the business growth depends on the customer interactions, conversations, and leads.

De Facto Infotech can help you with Click Dimensions Integration

Enhance your business productivity now by integrating your Dynamics 365 with Click Dimensions. Market your products and services the right way. ClickDimensions helps you engage, discover, and do a lot more with social media right from Dynamics 365. Get your hands on a wide range of social tools to connect your marketing activities with popular social channels.

The dedicated team of experts at De Facto can assist you in gathering information related to your prospects using web forms, surveys, and more – all directly from Microsoft’s customer relationship management system (CRM). Add value to your sales and marketing with ClickDimensions.

Dynamics 365 and DocuSign Integration

What is DocuSign?

DocuSign is an electronic signature service for documents that need to be signed by clients. Make approvals and agreements simple and convenient for everyone involved with this easy to use, quick to learn and easily implementable product. So, in this digital age, why settle for less, just choose the best eSignature brand, DocuSign.

Integrate Dynamics 365 with DocuSign?

Dynamics 365 and DocuSign are two highly innovative products that can streamline the workflow of any business. Together they give you the flexibility and convenience any successful business needs to stay on the top. Streamlining the workflow, the integration of the two products provides an unprecedented level of efficiency. Get approval, obtain signatures from anywhere within Dynamics 365 and seal more deals.

DocuSign + Dynamics 365 = Thumbs up

The innovation becomes double with these two products together. Here is how this integration can make your workflow a breeze:

  • DocuSign for Dynamics 365 allows you to sign or get signatures on a document easily. The best part is it has preconfigured ‘Sign’ and ‘Get Signatures’ actions enabling you to easily send or sign a document saved in DocuSign for Dynamics 365.
  • Get a 360-degree visibility and full control into your sales process. The signer gets a notification when a document is changed, and the users stay updated with the entire process.
  • Close business faster with DocuSign for Dynamics 365 which is created with sales process in mind. Easily send the contracts to the people you choose, give decision makers the access to review and approve contracts in a matter of minutes. Don’t worry, signed agreements are legally binding and backed by a court-admissible audit trail.
  • DocuSign for Dynamics 365 is a platform you can configure and customize to integrate with most business processes. It is built for flexibility. DocuSign provides a complete set of APIs along with documentation and world-class SDK.

How can De Facto make it happen for you?

De Facto Infotech is a leading Microsoft-partner, you can rely on. Our innovative team of CRM-ERP experts boasts the perfect skill-set and technical knowledge needed to implement the right solutions for you. We bring together the right idea and professionals who can create a perfect path for your digital transition.

Sales Process Automation

What is Sales Process Automation?

Sales is the cornerstone of every business, and wonder, what all wonders it can do if it meets automation?  Undoubtedly, closing more deals is the top priority of sales for most of the companies. Still, there are companies following outdated sales processes. It’s time to embrace the sales process automation and become future proof.

Sales automation software is an integrated application of customizable sales tools used to automate and streamline your sales funnel. It delivers seamless automated sales activities, forecasting, pipeline management, and tracking of customer interactions. With an efficient sales automation software by your side, you can easily analyze the entire sales cycle.

Therefore, doing what you’ve always done won’t get you the results you want to be more productive. You must bring your sales process at the par of changing mindsets and practices with sales process automation.

Why Do You Need Sales Process Automation?

Sales automation streamlines your sales process and ensures you are focusing on the right opportunities. With sales automation by your side, the team won’t waste any time on routine or tedious tasks. Your team can spend more time on making serious sales, while technology is taking care of your sales process. Make sure your client communication is done right.

  • Prioritization of the sales tasks.
  • Make the most of each opportunity.
  • More accurate forecasting.
  • Better up-selling and cross-selling.

Drive your sales like never before.

What to do?

Find a CRM system that can integrate perfectly with the technology you’re using. Ensure the system can scale to meet the demands of your organization; meet the needs of your sales team and your business; is open to fit into your current and future technology systems, and equips your sales team for unique engagement.

Dynamics 365 is the ultimate system you can consider without thinking twice.  It can optimize your digital transformation by growing and transforming the way you do business, bringing it at par with the fast-changing market and better customer satisfaction.

How can DeFacto Infotech help?

De Facto can help you in ensuring successful adoption of the sales automation software. Our team of CRM professionals helps the customers in the following practices:

Sales Process Assessment: We help companies in the evaluation of their existing sales process and in understanding what inefficiencies need to be addressed. We ensure that their sales team isn’t spending time on administrative tasks that could be automated easily.

Sales Automation Goals: Our professionals help companies define the list of sales automation goals. With a well-defined list of goals and understood metrics like increased revenue, reduced costs, cutting sales cycle times, or increased cross-selling, system implementation can be done in a better way.

Sales Automation Software Follow Up: Once the sales process automation software is implemented, we assure regular follow-up meetings by being available 24×7 for our customers.

So, have you automated your sales process, yet? Get it done now. Share your thoughts and doubts in the comments section below, and we will get back to you soon.

You can visit the following link to see our Sales Process Automation customer story:

Aaron Equipment Sales and Marketing Automation