Increase completion rate with CRM software Microsoft Dynamics 365 Sales

Low completion rates, frustration with the quality of data sets because the information is stored decentrally, or is there a lack of a holistic view of the customer?

Microsoft Dynamics 365 for Sales helps to increase sales performance, improve customer satisfaction and increase transparency. Salespeople, field service, and service employees can rely on reliable figures and are able to respond to the wishes of customers and interested parties. 

Increase sales success with Microsoft Dynamics 365 CRM

Increase completion rate

The knowledge of the prospect increases your chance of winning. Connect data from different sources and thus map a 360° view of your contacts.

Attract new customers

The integrated lead management of Microsoft Dynamics 365 CRM identifies prospects at an early stage and accompanies them on their way to a decision.

Gain transparency

In sales today, things are fast and every contact is crucial. With the cockpits, you retain control and actively control the processes.

Our industry focus for Microsoft Dynamics 365 CRM


CRM software for wholesale

  • End-to-end sales process for the field sales force incl. order entry
  • Optimization of sales funnel 
  • Tracking of sales 
  • Create and address target group segments 
  • Versatile evaluations as a basis for decision-making 
  • Campaign management
Project oriented sales

Sale with individual project character

Project oriented sales
  • Sales with individual project character 
  • Sales opportunity management
  • Pipeline management 
  • Visit report, notes and documents
Hospitals & Clinics

CRM software for hospitals and clinics

Hospitals & Clinics
  • Address management: Uniform address master with activity history and decentralized management.
  • Marketing: Campaign management, easy creation of marketing lists as well as event management and newsletter integration
  • Referrer management: Targeted contact management of the various referrers, both for individual and group practices
  • Reporting and reporting: Independent creation of referral dashboards, case evaluations, as well as evaluation of top referrers
  • Security: User-controlled access, authorization concept, address validation
  • Connection: Standard interfaces to peripheral systems (such as SAP, Microsoft Dynamics NAV, HIS)

CRM for the construction industry

  • 360° view for customers and projects with activity history and Outlook integration
  • Digital process management from acquisition to project
  • Mobile app of the solution with integrated photo function
  • Tender management with evaluation system
  • Centralized platform with easy connection of peripheral systems

At a glance: Microsoft Dynamics 365 CRM

Focusing on the right leads, prioritizing accordingly and deriving forecasts for future sales - all this helps for accurate sales planning and sales success.

Customer and contact data is managed centrally in one place with Microsoft Dynamics 365 CRM. Access is secure from any device - on the road from a mobile device or from a PC.

The importance of a CRM system
Study: Microsoft
„Did you know? Customers have already gone through 57% of the buying process before they speak to a provider for the first time. For complex deals, the figure is as high as 70%.“

The functions of Microsoft Dynamics 365 for Sales at a glance

Target group specific marketing / social engagement

Marketing is the new sales, because customers h...

Target group specific marketing / social engagement

Marketing is the new sales, because customers have already gone through 57% of the buying process before their first conversation with a provider. Professional CRM software is becoming increasingly important. Our CRM system offers the following applications:

  • Integration of Microsoft Office with export and import functions
  • Central marketing database with clear separation of leads and customer information
  • Precise segmentation - easy creation of dynamic and static marketing lists
  • Campaign and customer management including customer journey management
  • Multi-channel management by controlling activities in different channels
  • Sales documentation management
  • Analysis functions for trends, customers, competitors, products
  • Interactions on social media: With companies, customers, reviewers, influencers and prospect groups
  • Targeted marketing campaigns
Sales / Central address master

Sell more and sell more productively: Microsoft...

Sales / Central address master

Sell more and sell more productively: Microsoft Dynamics 365 CRM has a modern intuitive user interface and provides customer as well as prospect information centrally. In the sales process, this CRM solution offers the following support

  • Central address database for your company with 360° customer view (activities, tasks, notes and visit appointments)
  • Productive work in Outlook thanks to seamless integration - online and offline
  • Sales opportunity management with sales step control
  • Continuously mapped from offer to invoice
  • Central document storage and contract management
  • Utilize cross-selling potential
  • Relationship management
  • Customer engagement / customer experience
  • Sales assistant supported by artificial intelligence directly in the CRM software
Customer service / Field service

Easily manage after-sales activities such as vi...

Customer service / Field service

Easily manage after-sales activities such as visit reports, service requests, services due, service orders and repair requests in your CRM system:

  • Service requests / Customer Service
  • Customer Relationship Management with article and contract information
  • Service agreements: Order management / SLA
  • Request relationships (listing of similarly resolved requests)
  • Checklist management with question catalog
  • Optimize resources: Service calendar / graphical deployment planning
  • Optimized tour and deployment planning for sales and field service
  • Connection of IoT tools for problem determination and diagnosis
360 degree customer view

Microsoft Dynamics CRM offers full Outlook inte...

360 degree customer view

Microsoft Dynamics CRM offers full Outlook integration for appointments, tasks, mails and phone calls. This gives you as a company a complete activity log with your customers and prospects:

  • Central address data master with for better contact management
  • Capture of notes - deposit of files
  • Recording and monitoring of tasks and telephone calls
  • Sales: Deposit of visit reports directly in the CRM software
  • Overview of inquiries and sales opportunities
  • Connection to LinkedIn for extended information
  • Workflow - Info process about changes - History
Reporting / Controlling

Microsoft Dynamics CRM has professional integra...

Reporting / Controlling

Microsoft Dynamics CRM has professional integrated reporting or an MIS tool such as Microsoft PowerBI:

  • Modern dashboards system
  • Target setting and its controlling
  • Sales funnel monitoring
  • Export to Word and Excel according to defined templates
  • Creation of forecasts for your business
  • Sales process control & monitoring
Interfaces / surrounding systems

System connections are made easy with Dynamics...

Interfaces / surrounding systems

System connections are made easy with Dynamics CRM. Through the API standard and through web services, other databases, other systems / solutions can be integrated in the simplest way:

  • Integration with other Microsoft products such as Business Central, NAV, Navision
  • Standard connections to ERP solutions such as SAP, ABACUS or others
  • Digital connections / interfaces to social networks (e.g. LinkedIn)
  • CRM database connections to portals
  • Cloud software connections e.g. for e-commerce
Christian Kaufmann
Head of Markets and Growth
ewp AG
„With the implementation of Microsoft Dynamics 365 for Sales, we have improved our data quality, structured the sales process and ensure the documentation of customer knowledge.“

How much does the Microsoft CRM system from the cloud cost?

Dynamics 365 Team Member
in CHF | User per month
  • - Contacts and companies
  • - Notes and activities
  • - Personal views
  • - Reporting and Dashboards
  • - Export to Excel
Dynamics 365 | Sales Professional
in CHF | User per month
  • - Like Team Member User but with full access, additionally;
  • - Lead and opportunity managemen
  • - Marketing lists
  • - available add-ons; customer service
Dynamics 365 | Sales Enterprise
in CHF | User per month
  • - Like Business Edition, additional;
  • - over 25 users
  • - available add-ons; Customer Service, Field Service, Project Service Automation

How does the Microsoft Dynamics 365 CRM system support your business?

  • Automation of processes
    Automatic display of next steps (visits, offers, opportunities)
  • Reliable forecasts
    Determine sales performance and revenue potential in real time
  • Central data management
    Activities, tasks, appointments, notes in one central location 
  • Improve productivity
    Networking with tools like LinkedIn helps with contact sourcing and prioritization 
  • Gain flexibility
    Sales processes are configurable and adjustments can be made to the system
  • Unified user experience
    Integration to Outlook and Microsoft 365 provides a unified user experience & creates high employee adoption
Why Aproda AG

Since 1983, we have been accompanying SMEs on their way to digitalization by transforming our customers' business processes into state-of-the-art software and system solutions. When it comes to implementing the entire IT of SMEs on time and on budget, we are among the best in Switzerland.

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  • Business & technical consulting 
  • Professional competence of our employees
  • Commitment & experience
  • Quality & availability of our support
years of experience
Are you interested?

Fouad Asgharnia | Solution Sales Specialist

Then I would be happy to advise you personally. Give me a call: 058 200 14 14 or book a consultation with me directly. I am looking forward to hearing from you. 

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