Owners, Sales Managers, Sales and Support staff have a tree-top view of their world with out-of-the-box dashboards that can be customized for your business.
Feature: crm
Click, Quote, and Follow-up Made Easy
Create quotes and attach literature in easy steps. Dashboards keep track of follow-up dates, pipeline, goals and more. BCA Technologies can customize quote forms, workflows, reports, queries and provide training and support to make the CRM rollout a sucess for the sales force and business owners.
Track Leads and Opportunities
Does your business have a good system to track leads and opportunities with integration to Outlook Contacts and Email?
BCA Technologies sets up Dynamics 365 so that Leads from your website immediately go to your CRM and notifies the right people to reach out to the warm lead. Email templates can be used to send information, Skype meeting requests, and follow-ups to turn the lead to an Opportunity. As phone calls, emails, and files comes in about the opportunity, they are saved in one place, ready for quoting.
Dynamics 365 Sales
Microsoft Dynamics 365 offers end-to-end web applications that work great on their own and even better together. Each app integrates natively with Microsoft Office365, Outlook, Sharepoint, and each other so that they can be connected to other application’s data sources.
Track Leads and Opportunities
Does your business have a good system to track leads and opportunities with integration to Outlook Contacts and Email? BCA Technologies sets up Dynamics 365 so that Leads from your website immediately go to your CRM and notifies the right people to reach out to the warm lead. Email templates can be used to send […]
Dashboards that Benefit
Owners, Sales Managers, Sales and Support staff have a tree-top view of their world with out-of-the-box dashboards that can be customized for your business.
Click, Quote, and Follow-up Made Easy
Create quotes and attach literature in easy steps. Dashboards keep track of follow-up dates, pipeline, goals and more. BCA Technologies can customize quote forms, workflows, reports, queries and provide training and support to make the CRM rollout a sucess for the sales force and business owners.
BCA Technologies is a Microsoft partner that meets with you to understand your business, then configures the applications with your data, and customizes the solution to meet your specific business needs and integration requirements.
BCA’s 20-year software, industry and business experience ensures your company gets a smooth transition to this modern software platform that can scale your business to the next level.
Contact BCA Technologies for a demo and pricing to implement Dynamics 365 for your business.