Microsoft Dynamics 365 for Sales

CRM Salesheader_2Kgrey

Socius helps companies spend more time selling and less time on administrative tasks with customized customer relationship management (CRM) solutions. A well-designed CRM system can provide your organization with a complete view of all customer data and interactions, enabling your team to take advantage of embedded full lead-to-close visibility, guided sales processes and actionable analytics to optimize your sales efforts.

CRM empowers Sales teams to:

CLOSE MORE DEALS
Create and manage opportunities based on your sales process.

Track your opportunities throughout the sales cycle with progress bars, dashboards, and alerts.

Access collateral and sales materials when and where you need them with a complete content library.

Have all of your customer data available anytime, anywhere, on any device with mobile CRM apps.

EFFECTIVELY CROSS SELL AND UP-SELL
Reference related records in other systems (like your ERP system) to see a snapshot of what each customer has and has not purchased to identify opportunities for cross sell or up-sell at a glance.

BUILD PERSONAL RELATIONSHIPS
Track all of your points of contact with each of your contacts so that you can pick up right where you left off with everyone at any given time.

EXPEDITE ACCOUNT AND EXECUTIVE RESEARCH
See the latest news, buzz, and data about each of your accounts at a glance or through alerts.

See how your customer contacts are connected to your colleagues on social media to get background information and establish rapport quickly.

ENABLE TEAM SELLING

Give all stakeholders in an opportunity visibility to its status.

Track all activities related to each Account, Contact and Opportunity so that everyone involved can see what has been done and the next steps.

Customer Testimonials on CRM: