Everything you need to start growing your new business…

Lead Management

Contact & account management

Sales opportunities management

Dashboards and reports

MS Outlook integration

Mobile

Office 365 for productivity

Mass e-mail management

…for a one-off, fixed fee

for the complete CRM Onboarding Journey.

To get you started quickly and smoothly.

Manage Leads

  • Capture & track leads.
  • Associate email messages with relevant leads.
  • Create and track all the activities related to a lead in one place.
  • Track the lead conversion progress.
  • Qualify or disqualify a lead, and track reasons.

Let MS Dynamics 365 CRM guide you through the stages of the Lead to Opportunity sales process, based on the world’s best
practices.

Nurture Contacts & Accounts

  • Easily convert leads to Contact and Account records.
  • Manage the list of accounts and related contacts from a single central place.
  • Associate all communications and other activities with the relevant Contact record or Account record.
  • Create and track all activities related to an Account or a Contact.
  • Start building a 360-degree customer view (including sales opportunities, quotes, orders, etc.).

Easily manage contacts, accounts and all related activities in one central place.

Drive Sales Opportunities

  • Track sales opportunities and manage sales pipeline.
  • Associate a pricelist, products and services with a sales opportunity.
  • Generate sales quotes using predefined Word templates within the CRM solution.
  • Create sales orders directly from quotes.
  • Manage all activities related to an opportunity, and track the communication.
  • Follow-up reminders about sales opportunities.

A streamlined user experience guides you through the sales process by following the sales steps needed within each phase of a sales process.

Track Sales Performance in Real-time

  • Use a variety of pre-defined charts and dashboards to track your business performance.
  • Easily drill down to see the underlying records and data that make up a chart.
  • Customise your dashboards with easy-to-understand visuals of your data.
  • Create and save your personal charts, and share them with others.
  • Take advantage of a number of predefined reports (e.g. Competitor Win Loss report, etc.).

Track your business performance in real-time, whenever and wherever you are!

With Dynamics 365 App for Outlook, you can….

  • View information about Dynamics 365 contacts and leads while you are working in Outlook.
  • View this information in the context of an email message, a meeting, or an appointment.
  • Link email messages, meetings, and appointments to a Dynamics 365 record with a single click.
  • Open Dynamics 365 records directly to find or enter more detailed information.
  • Add a phone call, a task, or an appointment activity to Dynamics 365.
  • Track Outlook contacts in Dynamics 365.

Dynamics 365 Mobile enables you to…

  • Use the Dynamics 365 for phones and tablets app for your sales activities when you’re out in the field.
  • Instantly create new activities, records, add notes, or prepare for a meeting from the mobile workspace.
  • Quickly act on the list of suggested priorities (“intelligent cards”), or use the list of favourite and recent items you‘ve used.
  • Start a note from anywhere, and attach the note to whatever you are doing at that moment.
  • Check your dashboards on your team’s performance, or advance an important opportunity toward a successful close no matter where you are.
  • Work in offline mode.

Build your Marketing List and attract new Leads

  • Send bulk emails from Microsoft Dynamics 365 and track bulk email statistics.
  • Use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers, and more, all from within Dynamics 365.
  • Track vital bulk email statistics such as sends, successful deliveries, opens, clicks, bounces, and unsubscribes within CRM contacts, leads and accounts.
  • Monitor and see who opened the email and who clicked on which links.

Office 365 productivity tools with Dynamics 365

  • Manage your documents within Dynamics 365 using out-of-the-box integration with SharePoint.
  • Use more advanced analytics and reporting by using Power BI within Dynamics 365.
  • Capture and track notes within the sales opportunity or account planning by using OneNote within the Dynamics 365.
  • Work on quotes in parallel with your colleagues in real-time with Microsoft Office 365. Microsoft Office 365

Exclusive fixed-fee CRM offer for startups and small businesses

One-off, fixed fee for the complete CRM Onboarding Journey

„To get you started quick and smoothly“

Initial setup of the system and initial administration of end-users.

Online workshop for end-users to get you started right away.

Online workshop for the business administrator.

Go-live support included to assist with the first steps (5 incident tickets for the first 5 days included).

One-off fee, starting at £ 3,600

And affordable continued top-class* CRM support

* Provided by a Microsoft Gold Certified Partner. 

From £ 35.90
per user per month


(Microsoft Dynamics 365 for Sales (PROMO Offer + PowerMailChimp included)
 

Microsoft Dynamics 365 CRM - PowerMailChimp

Office 365

From £ 17.60
per user per month


(Microsoft Office 365 Enterprise E3 included)

Support - Microsoft Dynamics 365 CRM & Office 365

£ 360
per company per month


(8x5 phone and email support, 4 incidents per month included)

Starting
at £ 53.50 per user per month + support

Get in touch and let us provide you with everything you need to start growing your startup.

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