US 408 365 4638
Empower your sales teams to make every sale count through better customer engagement, process automations, contextual insights, and next-gen AI capabilities.
We help you transform your sales operations with a solution that’s built for real-world impact. With Dynamics 365 Sales, we empower your teams to automate routine tasks, gain a complete customer view, and act on AI-driven insights for smarter, faster decisions. Our implementations are designed to scale with your growth, adapt to your unique processes, and strengthen customer relationships at every touchpoint. It offers a range of tools, including lead management, opportunity tracking, and performance analytics, geared towards amplifying sales team efficiency and boosting revenue generation
Empower sales teams to boost deal closures with effective sales pipeline management, lead tracking, and gaining valuable AI-powered insights into sales performance.
Gain a unified view of your customer data from contact details, purchase history, to support tickets to gain deeper insights into customer behavior and enhance experience.
Automate sales tasks such as follow-ups, email scheduling and appointment reminders so your sales teams spend more time on satisfying customers.
Gain valuable insights into sales performance including top selling products, top performing sales reps, and promising sales opportunities to make informed decisions.
For any business, Sales is the key revenue driver. However, navigating the complexities of customer relationship management & sales operations can be a hurdle.
Lack of consolidated customer view may lead to lack of personalization and incomplete understanding of customer journey.
Traditional systems lack forecasting capabilities which cause inaccurate forecasting and missed goals. Accurate sales forecasting can help better plan ahead.
Engaging with customers through multiple channels via multiple systems can lead to missed insights and weak customer relationships.
Effectively managing leads is crucial to business expansion as you need to maintain an increasing flow of leads.
Leverage AI to quickly review open sales tasks, new assignments, and pipeline updates. Use an AI-based scoring model and create a prioritized work list to focus on qualified leads & opportunities. Utilize embedded dashboards to track pipeline progress & KPIs.
With the help of Copilot, get opportunity summaries, meeting prep notes, and tailored email drafts for each deal. Automate your repetitive sales tasks and ensure standardized sales processes from start to finish. Automate follow-up and reminder tasks, create personalized quotes for clients and track every deal within a unified place.
Predict sales & monitor performance with powerful visualizations. Use prebuilt dashboards that provide insights into team metrics, sales activities, and revenue funnels. From managing a sales incentive program to motivate your team to conducting sentiment analysis to figure out how your customers actually feel about you.
With relationship analytics, track engagement, communication history, interactions, and notes in a centralized platform to nurture stronger relationships throughout the customer journey. Personalize your multi-channel customer interactions with AI-powered insights & recommendations.
Quickly access summaries, updates, and guidance in natural language with Dynamics 365 Copilot for Sales. Create automation sequences to automate repetitive tasks. Integrate with gmail and LinkedIn to keep track of all your interactions.
Leverage AI-powered opportunity scoring method to evaluate & assign a score to each sales opportunity so the team can focus time & effort on deals with the highest conversion chances
A portable CRM for sales teams to update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.
Easily connect D365 sales with other Microsoft applications such as Excel, Outlook, & teams to enhance collaboration, simplify document sharing, and increase productivity.
Create sequences of predefined series of actions, triggered on a specific criteria to help automate sales tasks and increase productivity.
Integrate D365 Sales with LinkedIn Sales Navigator to increase social selling, discover leads and make impactful introductions.
With Copilot AI integrated within Dynamics 365 Sales, get refined insights from your emails, meetings, and other customer interactions to maintain healthy relationships.
As for all other Microsoft Dynamics 365 applications, pricing is based on number of users and the edition to make it affordable and scalable for all business sizes.
User/Per month Paid Yearly
Core sales force automation and Microsoft 365 integration
User/Per month Paid Yearly
Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization
User/Per month Paid Yearly
Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers
At Folio3, we’ve helped numerous clients unlock the true potential of Dynamics 365 Sales. We are here to support you and ensure that your solution is driving the desired results. Our services include:
At Folio3 we are a certified Microsoft Gold Partner with 4 Solution Partner Designations, and a rock solid commitment to providing you a smooth Dynamics 365 modules implementation experience. As the gold Microsoft D365 SCM partner, we offer our clients with a robust ERP and accounting solution for businesses with excellent functionality, reporting capabilities whether they are in the cloud or on-premises.
We believe in being not just an implementation service provider, but a true technology partner for our customers, offering a full spectrum of services including consulting, deployment, migration, training, and user support. Our teams work alongside you at every step of the way with 24/7 global support to help you navigate any challenges along the journey.
With over 2 decades of experience, our super-team of certified Microsoft experts are truly the gurus in the game. Their in-depth knowledge serves as an asset for our customers ensuring a seamless experience.
We take pride in distinguishing ourselves from other partners by really being a one-stop shop for all your needs. Our deep subject-matter expertise in industry domains such as agriculture, manufacturing, and retail, has enabled us to build tailored solutions that serve your needs. Our ability to customize workflows, integrations, and modules is our forte.
Our strong portfolio of successful implementations during the past 20 years, is a testament to our reputation of delivering results and being your trusted partner for embracing digital transformation.
Gold Microsoft Dynamics partner with solid foundations and experienced professionals
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
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San Mateo, CA 94402 USA
Ph: +1 408 365-4638
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