Sales Management and CRM | Dynamics 365 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.

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.

Optimize sales with Dynamics 365 Predictive Scoring

Prioritize leads efficiently, boosting conversion chances and driving revenue growth.

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.

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.

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

Operational efficiency enhancement

Centralized tracking: Our solution streamlines document and request tracking, including phone-based inquiries, providing comprehensive communication visibility for efficient operations.

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

Transform your digital presence and drive business success.
Connect with our digital presence management expert today.

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.

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.

Utilizing your existing investments better

Maximize returns on your investments with Advaiya. Seamlessly leverage existing technology and data assets for optimal growth. Our expertise with customized implementations and application integration, turns investments into invaluable assets.

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.

Powered by business understanding

We invest in understanding industry, functional, and your company's unique aspects which adresses your purpose comprehensively.

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.