Create continuity in sales
Finding contacts, conversation history and next actions makes sales work easier. Your sales process should reflect its actual stages, with useful information available at each handover.
Awes ConseilsOUR SOLUTIONS / DYNAMICS 365
Bring your sales and customer service teams together through shared information, clear processes and tracking that fits your business.
Finding contacts, conversation history and next actions makes sales work easier. Your sales process should reflect its actual stages, with useful information available at each handover.
A customer request needs an owner, context and a clear status. Centralised records help teams pick up an issue without starting from scratch.
A CRM is useful when teams use it. Data migration, access rights and simple screens are planned with future users, then validated against business scenarios.
A PRACTICAL USE CASE
An opportunity is qualified, conversations are linked to the right account and the next action is assigned. When the case moves to customer service, authorised staff can still access the context.
An illustrative use case to adapt to your context.EXPLORE FURTHER
This is explored during scoping. Integration possibilities depend on the available interfaces, the data to exchange and licensing, among other factors.