Dynamics 365 Sales & Marketing Demo Showcase of Top Add On Tools

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Microsoft Dynamics 365 Sales empowers businesses to drive higher revenues by fostering stronger customer connections and optimizing sales processes. With its robust features, such as lead tracking, sales automation, and real-time analytics, businesses can identify and prioritize high-potential prospects, personalize interactions, and make data-driven decisions. This not only accelerates the sales cycle but also enhances customer satisfaction, leading to increased repeat business and referrals.

Yet, new ideas and requirements always surface – and no software solution can handle them all. Whether you’re looking for deeper marketing functionality, an easier way to create learning material, a user-friendly customer portal, a Configure – Price – Quote (CPQ) solution, or you want to integrate other software with Dynamics 365 to have a single source of truth, there are apps that can help you achieve your goals and get the most out of Dynamics 365.

Discover the Sales & Marketing Showcase

Microsoft Dynamics World (MSDW) and ERP Software Blog bring you the Sales and Marketing Tools Showcase for Microsoft Dynamics 365 Sales (CRM). Our ISV partners will demo 5 outstanding products that can help you achieve more from your existing Dynamics 365 for Sales investment.

Sales and Marketing Tools Showcase for Dynamics 365 Sales (CRM) Users – Watch Recorded Session Now

Meet Our ISV Partners

Let's introduce you to five Independent Software Vendors and their products tailored to fill unique needs within the Dynamics 365 Sales and CRM sphere.

ClickDimensions – Marketing Automation Tools Fully Integrated with Dynamics 365

ClickDimensions Marketing Automation for Dynamics 365 helps users worldwide refine and focus their marketing efforts. It includes essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing, and more to help you attract more leads, close more sales, and more effectively engage customers.

Key Benefits:

  • Easily and accurately quantify the results from your marketing programs through integrated results in your CRM.
  • Bi-directional synchronization of contact and lead data between the sales and marketing environments that bridges the sales and marketing divide.
  • Marketers using ClickDimensions enjoy seamless synchronization with Dynamics 365 Sales, ensuring their colleagues in sales have immediate access to a prospect’s digital interactions – a powerful edge in accelerating the sales cycle.

ClickLearn – Accelerate Digital Adoption with Documentation and Learning Material

ClickLearn is a powerful learning material creation platform, giving you the power to engage your teams and train them to use Dynamics 365 and other key business applications to their full potential. Just like in your personal life, whenever you buy something new it comes with an instruction manual. We believe it should be the same for your business systems.

Key Benefits:

  • Powerful and intuitive tools enable a process of continuous learning and improvement.
  • Not everyone learns the same way, so ClickLearn gives you 7 learning formats
  • Develop trust in your business processes through solid documentation

CRM Jetty - Next-Generation, Fully Customizable Customer Portal for Dynamics 365

PortalXpand, our customizable Customer Portal, integrates with Microsoft Dynamics 365 for Sales to establish a constant and productive connection with your customers. Simplify work and manage everything seamlessly right from within the Dynamics 365 Customer Portal. Provide secure access to view, edit, and manage details to take your customer experience to the next level.

Key Benefits:

  • Low-code, flexible to use, and highly configurable.
  • Provides faster go-to-market opportunities than other solutions.
  • Our solution has role-based data access and no record-level data is stored. A simple fetch-and-process data flow enhances security and confidentiality.

DealHub – Configure-Price-Quote Solution That Delivers One Fluid Sales Motion

DealHub is an intelligent and integrated CPQ solution for better revenue predictability and deal execution. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom.

Key Benefits:

  • A complete quote-to-revenue solution designed to improve productivity and drive sales processes forward faster.
  • The only low-code commerce engine that balances customizability with business agility, empowering mid-market and enterprise leaders to streamline their teams and processes so they can generate and send professional quotes in minutes.
  • Fully integrated with Microsoft Dynamics CRM, DealHub enables sales teams to speed up contract negotiations with automated workflows and approvals and collaborate with buyers and stakeholders in one digital location.

KingswaySoft – Flexible, Easy-to-Use, and Cost-Effective Data Integration and Migration

The SSIS Integration Toolkit provides over 300 individual data integration tools for connectivity and productivity, allowing developers to take advantage of the flexibility and power of the SSIS ETL engine to integrate virtually any application or data source with Dynamics 365 Sales, as well as other Dynamics products.

Key Benefits:

  • Premium SSIS components build on the base offering from Microsoft to offer new features with improved performance and greater ease of use.
  • You don't have to write a single line of code to create an integration – development is simple, straightforward, and quick to implement.
  • Performance is a hallmark of the SSIS Integration Toolkit. Our tools at times even outperform native integrations, without having to hijack your budget.

Register Now!

Attending this showcase will shed new light on what is possible to accomplish with Dynamics 365 Sales and Dynamics CRM, empowering your team to drive more revenue. Mark your calendar for Thursday, September 28th, at the time that best fits your schedule: 9:00am, 12:00pm, or 3:00pm.

Watch Recorded Session Now: Sales and Marketing Tools Showcase for Dynamics 365 Sales (CRM) Users

By ERP Software Blog Writer | www.erpsoftwareblog.com

 

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