Proactively recommend relevant, personalized outreach to customers and the next best action
Utilize the data across LinkedIn, Sales Navigator, Office 365, and Microsoft Dynamics 365
Automate routine tasks and embed familiar tools in the context of the sales processes
Co-operative Life Planning worked with sa.global to implement Microsoft Dynamics CRM 4.0 customer relationship software to combine sales, customer satisfaction, and service features with automated CRM.
"With the new infrastructure, business has expanded by 150 per cent and we can bring products to market much more quickly. We’ve seen significant time savings in managing our internal processes." - Tim Martin, Senior Operations Manager, The Co-operative Life Planning
Read the case study
Watch this webcast to understand how sales teams in professional service organizations can leverage a single application and the data within Microsoft Dynamics 365 Customer Engagement with embedded Power BI.
Watch the webcast
Understand how the integration of Microsoft Dynamics 365 with LinkedIn Sales Navigator can help you work smarter and qualify leads quickly and more efficiently.
Listen to this podcast with Martin Sheppard (Customer Engagement Practice Manager, sa.global) as he talks about CRM, how you can implement it, and why you should implement it. This podcast provides a peek into: