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Microsoft CRM Microsoft Dynamics 365 for sales is a CRM tool to enhance sales performance and efficiency, to provide salespeople with every tool to perform better while always remaining on their sales pipeline. Plus, it enables them to Simplify customers’ interactions and improve the sales cycle for building strong relationships with their customers, make decisions based on insights, and close deals faster.

The software allows you to configure each screen and field to meet your companies specific sales & marketing requirements without any programming. This is a 6-step process and we will cover Step 2 (Screen and System configuration) in todays webinar:

The 6 steps to go live with Microsoft CRM are:

1. Discovery (review your current system and your requirements)

2. CRM configuration in a day

3. User Acceptance Testing

4. Staff Training

5. Data conversion

6. Go-Live

We will cover all 6 steps above, with a focus on CRM configuration.

When developed and used properly, a CRM solution can help your company:

1. Organize and manage customer interactions across all the company’s departments, from the first customer request to the end of service.

2. Collect and keep all the information in one safe place and make it easy to access it to ensure superior support of the existing and potential clients.

A well-developed CRM system can increase your companies sales by 15%!

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