A CRM System For Aligning Your Sales & Marketing Team

Published: 8th June 2023

Over recent years, most organisations have gone through a period of digital transformation. Cloud-based IT solutions are now essential to ensuring your sales and marketing team have what they need, when they need it, whether on their computer or on a mobile device.

What is Customer Relationship Management?

Customer relationship management (CRM) is exactly what it says on the tin. It’s ensuring that every interaction with a prospect or customer is tracked and followed up on so everyone you speak with is getting the best level of customer service possible.

Introducing Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a cloud-based CRM platform that gives your users freedom and flexibility.  Whether they’re sat at their desk or out visiting a prospect, they can have all the information they need from their tablet or handset.

How can Dynamics 365 Sales benefit your business?

Dynamics 365 Sales offers a range of functionality that includes (but is not limited to):


You can create multiple-activity campaigns or quick campaigns, manage allocated budget, and fully track the ROI. There are a vast range of features you can utilise to ensure you manage your marketing communications efficiently.

Lead Management

With easy to follow process flows, you can ensure your sales team can access accurate data, live, wherever they are. From leads to order, you can track the progress of your opportunity from start to finish.

Activity tracking

Check the history of your leads and opportunities, tracking appointments, tasks, emails, and phone calls from within the timeline of the record.

Integration with Outlook

Manually or automatically sync your emails to ensure all communication is securely stored within Dynamics.

Improved customer experience

Ensure no follow up gets missed through tailored sequences in the inbuilt sales accelerator.

Dynamics 365 Sales is a user friendly, one stop platform for all things sales and marketing. Using Microsoft’s AI features it is a system that works for you; rather than you having to work to get the information you need.

This means no more clunky systems that salespeople avoid using and more free time for them to be doing the most important part of their job, selling.