Dynamics 365 Sales
Win new relationships with data‑driven insights
Data‑driven insights lead to more effective actions
Dynamics 365 Sales is the CRM solution that uses data to provide deeper insight into new relationships. This enables more targeted, more personal, and therefore more effective communication with prospective donors or members. In addition, it contributes to greater efficiency by automating recurring tasks.
The benefits and features of Dynamics 365 Sales
360‑degree insight
Dynamics 365 Sales provides a complete view of existing or prospective donors or members. All interactions, preferences, and history are brought together in one central place, accessible across all applications, including mobile. This enables you to better anticipate needs and respond more effectively.
Efficient relationship management
With Dynamics 365 Sales, you can manage current and prospective relationships efficiently and effectively from the very first contact. Routine tasks can be automated, ensuring timely follow‑up and enabling you to achieve higher conversion rates more quickly.
Customized reporting
Dynamics 365 Sales gives you the ability to configure dashboards and reports to your needs. This makes it easy to analyze results, trends, and behavior, allowing you to make the right decisions at the right time.
Scalable solution
Dynamics 365 Sales can easily be adapted to organizational growth and to new or specific processes, without compromising system performance.
Efficient processes
Recurring tasks and workflows, such as following up on potential relationships, can be automated. This increases your organization’s efficiency and improves the chances of conversion.
Conversation intelligence
With Dynamics 365 Sales, you can analyze sales conversations to gain insight into the needs of your relationship. This enables you to create targeted and relevant communication.
Integration with Ifunds Engage 365
We offer a custom‑developed integration between Ifunds Engage 365 and Dynamics 365 Sales. This ensures that you always have the right and complete information about all relationships available in every application. Whether it concerns follow‑up after a campaign or monitoring behavior, this integration enables you to work smarter, more personally, and more goal‑oriented.
“With Dynamics 365 Sales, we work more efficiently, more targeted, and more effectively”
Discover for yourself how we can increase your organization’s social impact.
Ifunds Cloud for Nonprofit can help your organization work more efficiently and effectively. Want to know how? Contact us now and take the first step toward greater social impact.
