All businesses share a common goal: to create more revenue-driving opportunities. But with all of the data in your CRM, email, and team calendars, it can be difficult to keep your customer and prospect records up to date, until now. SBS SalesConnect 365 for Dynamics 365 for Sales searches your company's email and calendar system to retrieve relevant data about your customers and prospects and presents that information as actionable insights. Here's how SalesConnect365 can create more opportunities, improve close ratios, and drive more revenue:

 

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​SEAMLESS INTEGRATION

between email, calendar and Dynamics 365

​UNPARALLELED VISIBILITY

into account relationships and communications

​INTELLIGENT SEARCH

of all email and calendar data

​NEXT-GEN ANALYTICS

driving unprecedented insights

  

Never Miss a Word

Your sales and customer service team no longer need to manually enter data and associated activities with contacts, leads, accounts, or opportunity records. All inbound and outbound interactions and meeting information is intelligently searched and displayed in an intuitive dashboard, enabling your teams to better identify and connect with high potential customers. All documents are searchable on Dynamics 365 records and stored in the SalesConnect Cloud, so you can stay connected from anywhere, at any time.

        

Improve Customer Interactions

SalesConnect 365 identifies customer buying behaviors and measures the strength of your customer relationships, allowing your team to better understand their preferences and create a more engaging experience—therefore improving your relationships and ultimately creating and converting more opportunities.

 

Let Your Sales Team Sell

Taking away the burden of (attempting) to enter all prospect and customer data into Dynamics 365 empowers your team to spend more time in front of your customers, actually sellingand with high-potential customers highlighted in your analytics, you can focus your resources on the opportunities most likely to close and create revenue. 

 

All company interactions with customers and prospects are tracked to provide transparent visibility into your team members' engagement levels with your customers. Giving your sales people more time to act on more opportunities, and gaining unprecedented insights into their interactions, you can better assess your sales team's effectiveness and make adjustments to improve your close ratios.

 

Interested in learning more ways you can enhance your CRM with SalesConnect 365?