Engage customers

Engage customers

Intelligent tools will help you better understand your customers‘ behavior and needs, giving you clues about how to best communicate with them and submit relevant offers.

Streamline processes

Streamline processes

Increase the transparency of your data with real-time dashboards and analytics. Features like an event-driven sales process and contextual news alerts further empower your team.

Customize app

Customize app

Easily adapt the app to your requirements without coding. You can always add functionality to your solution with compatible third-party apps or additional Dynamics 365 modules.

Your benefits

Once processes are more easily manageable, opportunities more effortlessly recognizable, your team more motivated because it can work from any place at any time, performance will improve automatically. To get all of this and more out of the app, experienced advisor and Dynamics partner proMX will be by your side to offer unparalleled expertise and experience.

Microsoft Dynamics 365 Sales includes:

Lead and opportunity scoring

Lead and opportunity scoring

With transparent and realistic sales activities identify your most relevant leads and opportunities using scoring rules to define their prioritiy.

Sales Business Process

Sales Business Process

In Dynamics 365 Sales, a lead must be qualified or disqualified as a sales opportunity. Once a lead meets your requirements, it is ready to be qualified. It can then be transferred into an opportunity, account or contact.

AI assistance

AI assistance

Embedded artificial intelligence supports you in communicating with potential customers. The AI assistant can identify the content of emails asking for feedback and send you a reminder to ensure you send a response to the customer in time.

Automatic checklists

Automatic checklists

Artificial intelligence can suggest the best time and interactions to your employees. If an email has been opened, AI can automate customer service tasks and create a checklist for further activities.

Email engagement

Email engagement

Use email engagement to see when recipients read your message, clicked a link, opened an attachment, or sent a reply. The system will show you the full interaction history for any message and calculate key performance indicators (KPIs).

Forecasts

Forecasts

Forecasts help you predict how much revenue your sales team will generate in a given time. Use forecasts to track performance against your targets and identify risks that might jeopardize your goals.

Let us show you the app in a free webinar, in which you decide which features to focus on. You will benefit from the know-how of our experienced specialists.
Request live webinar

Achieve more

Impress with professionalism
A suitable solution

White paper: How to boost your sales processes

Sales teams that want to be successful are facing a wide range of challenges. How can they deliver predictable and scalable results in times of constant change? Unlock the key to success in our new white paper.

Download started right now Thank you! You can download it again by clicking

Download

Get a copy now!

Our experts are happy to tell you more about our solutions and services.
Leave a message and they will get in touch with you.
Contact us

proMX - your Microsoft Dynamics 365 Partner

Since proMX’s founding over 20 years ago, we have grown both from a geographical and a technical perspective: today we are an international organization with subsidiaries in the USA, Europe and Asia and we are experts for Microsoft Dynamics 365. One of our areas of expertise is Dynamics 365 Sales, which we have implemented at large companies such as SoftwareONE or RWE, among others. 

Whether small, medium or large organizations – we always provide the best possible working environment to our customers. That is why we implement and customize Dynamics 365 solutions as well as develop our own add-ons, such as proRM Fast Start, to extend Dynamics 365 with even more useful features.  

Our Services

Consulting

Consulting

We will show you how Dynamics 365 Sales will support your business in tailored demos. Together we will establish an implementation plan based on your vision and possibilities.

It includes technical and industry-specific prerequisites as well as security and compliance requirements.

We’ll teach all users the best way to use Dynamics 365 Sales before its go-live.

System integration

System integration

The implementation plan will serve us as guidelines when we customize Dynamics 365 Sales to your needs. We will perform the integration in agile sprints. So you can check it along the way and we can adapt the solution as you see fit.

Our experts will embed Dynamics 365 Sales in your existing systems. We recommend seamlessly integrating our add-on proRM Fast Start, too, for additional project management functionalities.

Infrastructure

Infrastructure

Dynamics 365 Sales runs in the cloud. That means you needn’t worry about physical servers in your buildings. Unless you wish, of course, in that case, it is available as an on-premises solution, too.

The security of your data and processes is ensured. Among other safety measures, your systems are secured by multi-factor authentication. Employees can only access designated areas with proof of identity, e.g., a password and a code sent to their phone.

Support

Support

Do you have further questions or problems? Don’t worry, we won’t leave you hanging.

No matter whether there is a technical issue, or you need advice on navigating your new solution: our support team is available for you.

Learn more about our products, projects and references in a one-on-one consultancy call.
Contact us

Combine with these products

proRM Fast Start
A project and resource management app that that can be integrated into your sales solution. proRM Fast Start includes time and expense tracking, approval management, project planning and invoicing features.
proStorageSaver
An inexpensive and secure alternative to costly additional Dynamics 365 SQL server storage space. proStorageSaver automati-cally moves files like e-mail attach-ments and notes to Azure Blob cloud storage.
proAdvancedSearch
An additional search option for Dynamics 365. proAdvancedSearch combines the benefits of default search options by deliver-ing more specific results than Quick Find and operating faster than Advanced Find.
proAutoNumber
An application to create individual, conse-cutive number ranges for various record types in Dynamics 365. proAutoNumber lets you easily and quickly configure custom number ranges and use them via a workflow.

Any questions?

I would be pleased to answer any queries you have.
Marina Proskurovska
Marina Proskurovska
International Sales

Find out how we can help transform your business with
Microsoft Dynamics 365 and proMX Apps.

Answering