Solutions – customer engagement
Sales management
and CRM
Power business growth sales management solutions.
Engage with your audience and manage sales to maximize revenue growth with Microsoft Dynamics 365 sales solutions
Maximize your sales team’s performance with our cutting-edge sales management solutions using Dynamics 365 Sales. As a Leading Microsoft Dynamics Partner, Harness the power of AI-enabled unified marketing, sales, and CRM solutions to understand and engage with your customers better, ultimately securing lucrative deals. With our integrated solutions, you can enhance sales performance and foster enduring customer relationships.
Our sales management and CRM consulting and implementation services empower you to execute and implement digital initiatives in areas such as lead management, sales automation, data-driven insights, sales activity and goals management, AI-powered sales assistance, customer engagement, and solution security.
At Advaiya, we use an enterprise architecture approach that relies on robust core business applications and data platforms as well as supporting highly adaptive and capable peripheral automation. We extend core business applications with innovative data, processes, and AI-led automation to suit your unique contexts, giving you a strategic advantage.
Technologies used
monday.com CRM
Dynamics 365 Insights
Microsoft Copilot
Power Platform
Dataverse
Dynamics 365 Marketing
Dynamics 365 Sales
Why choose Advaiya
Operational efficiency enhancement
Centralized tracking: Our solution streamlines document and request tracking, including phone-based inquiries, providing comprehensive communication visibility for efficient operations.
Account and contact management: Dynamics 365 Sales build a centralized system for managing accounts and contacts, minimizing errors and duplication, and reducing data entry efforts across various stages.
Bid-to-work-order streamlining: Simplify bid-to-work-order processes with our streamlined system, reducing manual steps and enhancing operational flow for improved efficiency.
Sales performance empowerment
Lead management: Streamline lead capturing and nurturing to boost conversion rates and drive sales growth effectively.
Sales automation: Automate workflows, enforce sales discipline and processes, create and track quotations, etc., enhancing sales team efficiency and productivity to accelerate revenue generation.
Insightful analytics: Leverage data insights for informed decision-making, accurate sales forecasting, and enhanced performance throughout the sales process.
Customer engagement enhancement
Effective customer engagement: Enhance customer relationships through personalized communication and engagement strategies, fostering lasting connections and loyalty.
AI-Powered sales assistance: Utilize AI for predictive sales recommendations, customer behavior analysis, and optimization of the sales process for increased effectiveness.
Integration and security: Ensure seamless integration with other systems while prioritizing data security and privacy to safeguard customer information and maintain trust
Our approach
Leveraging platform strengths and innovations
We follow the latest Microsoft recommendations and our industry-leading methodologies, our practices ensure our solutions are reliable, secure, extensible, and upgradeable while leveraging and embedding AI (and Copilot) to its fullest advantages.
Powered by business understanding
We invest in understanding industry, functional, and your company’s unique aspects which adresses your purpose comprehensively.
Staying ahead of the game
We stay on the leading edge and our team and solutions continuously evolve to meet your business growth needs. Our continuing engagements ensure enhanced functionality, improved user experience, and access to new tools and capabilities.
Accelerating results with phased execution
With our enterprise architecture driven phased approach, we have the ability to implement solutions and address your immediate needs. Our approach provides flexibility and agility in adapting to changing business requirements.
Our commitment
Our leadership and team of experts care about your needs and goals, ensuring that you get the best support, solutions and hands-on interactions when working with us.
Related case studies
Achieve growth and efficiency. Connect with our experts to see how technology drives revenue and reduces costs.
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Frequently asked questions
What are the best practices for salesforce management?
Effective salesforce management involves regular data maintenance, defining clear processes, training your team, setting realistic goals, and leveraging analytics for better decision-making.
How to manage salesforce solutions?
To manage Salesforce solutions efficiently, start by understanding your business requirements, customizing Salesforce to fit those needs, regularly updating and optimizing the system, and providing ongoing support and training to your team.
How to implement sales force automation?
To implement sales force automation, you need to identify your sales processes, choose the right automation tools, integrate them with your sales management system, and ensure thorough training for your sales team to maximize its benefits.
How to choose the right sales management solution?
When selecting sales management solution, consider your business needs, scalability, ease of use, integration capabilities, reporting and analytics features, security measures, and vendor reputation.
What are the benefits of Advaiya implementing Microsoft Dynamics CRM?
Advaiya, with Microsoft Dynamics 365 brings seamless implementation, personalized consulting, enhanced customization options, continuous system maintenance, and reliable technical assistance, all of which result in optimized customer relationship management.
How to integrate Microsoft Dynamics 365 CRM with other systems?
To integrate Microsoft Dynamics 365 CRM with other systems, you need to identify integration needs, select compatible integration tools, establish data mappings, perform testing, and ensure data synchronization for a cohesive business ecosystem.
How to choose the right Microsoft Dynamics 365 CRM solution?
While choosing a Microsoft Dynamics 365 CRM solution, consider your specific business requirements, the solution’s flexibility, scalability, customization options, user-friendliness, and its ability to align with your long-term business goals. Additionally, seek consultation from experts for tailored recommendations.