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The new "lite" version of Dynamics 365 for Sales tool - you could be up and running in just 7 days
Do you find that your sales processes and lead management is just not for purpose?
Do you need a sales tool that integrates seamlessly with different tools and systems?
Do you need a robust but simple sales tool that has everything you need without the features that you would not use?
Do you need a cost effective, easy to use, simple to implement sales management tool?
Are you an SMB with sales management needs but without the budget to invest in bigger more costly sales tools?
We know that sometimes SMBs need a sales tool that caters for their specific needs. Big enough to do what you need but small enough not to cost the earth to buy and implement.
The need to invest in a sales management tool can be restrictive for SMBs due to the exorbitant costs to buy and implement the bigger tools that are available. There are many sales tools available, but they often have features that SMBs just simply do not need, nor can they afford. If your business is looking for a cost effective, easy to implement sales management tool, then read on to find out more about Cloud9’s Sales Lite option.
Click here to download a PDF guide to Sales Lite - all the information you need
...Introducing Sales Lite - everything you need at a fraction of the cost and time that a normal Sales CRM (Customer Relationship Management) implementation takes.
So why invest in Cloud 9 Sales Lite?
Sales Lite still incorporates all the key functionality that you will need but at a fraction of the cost.
Sales Lite is a simple to use variant of the bigger Sales CRM tools that are available on the market.
- With Project Lite you can be up and running in JUST 7 DAYS
Competitive pricing to fit your needs and budget
Book a call with one of our experts to work out the best Sales Lite package for your organisation.
Key features and benefits of Sales Lite:
Deployment of Microsoft Dynamics 365 for Sales:
- Leverage Microsoft’s recognisable application design that your users know and use daily.
- Access to Microsoft AI automations to further guide seller behaviours.
- Ready-made integration to other Dynamics related applications as your business grows.
- Access to Microsoft Power Platform for simple future extensions and integrations.
- Accessible from the cloud, accessible anywhere with no servers required
- All your data secured and stored on resilient, restorable enterprise grade Microsoft infrastructure.
Sales pipeline and account management:
- Lead to prospect tracking with visibility across all sales users and management.
- Simple and clear pipeline dashboards using the new Sales Pipeline view tool.
- Track activity timelines to ensure your team members have a single view of every interaction with each client.
- Segment leads with custom data points.
Data import:
- Bring in your existing accounts, contacts, and sales leads.
Training:
- Live System Administrator training.
- Live End User training.
- Additional video resources to refresh user training post-event.
Configured to your business:
- Ability to add small customisations such as data points that are unique to your business.
- Set up a Product Catalogue to allow more detailed sales.
- Set up recommended price lists to guide seller pricing.
- Branded company template to send Quotes and Orders to your customers.
Integration to your other Office products (Outlook, Teams, and SharePoint):
- Connect Dynamics to email, appointments, team chats to allow better collaboration.
- Deploy Dynamics 365 App for Outlook to manage Dynamics records directly from Outlook.
- Reduce Dynamics storage capacity by using your existing SharePoint storage for sales documents
Access to Dynamics Mobile Apps:
- Includes access to Microsoft's Sales apps for Android or iPhone users.
- Deployable on mobile or tablet devices.
- Use Business Card scanning to capture leads and contacts with less effort.
Cost effective deployment:
- Enterprise capable product installed on a fixed price budget.
Project commencement to deployment in 7 days:
- Known fixed deployment time.
- No project slippage or increased costs.
- Plan for a time to launch that suits your resources.
What functionality does Sales Lite include?
Record taggingImproves sales performance by helping you segment leads and opportunities.
Address capture Collects your clients’ details automatically, increasing the value of the data at your disposal.
Multi-select lookup Lets you search and select according to multiple field values on any entity within Dynamics 365, enabling your team to be much more specific.
Last activities Helps you ensure your team members have a single-view of every interaction with each client.
Auto number Automatically generates a number to be used to identify each record.
Price list manager Saves your team’s time by applying new pricing across all products from one place.
Want to find out more? Fill in this form and one of our team will be in touch:
Sales Lite
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BOOK a call now to discuss Sales Lite with a member of our team using our easy-booking system.