In today’s fast-paced business world, staying connected and seizing every sales opportunity is crucial for the success of any business. Companies who implement mobile CRM solutions has the advantage of improved customer interactions, higher productivity, and an overall increase in sales revenue. The Microsoft Dynamics 365 Sales, the on-the-go CRM solution, empowers sales professionals to stay productive and responsive anytime, anywhere. Whether you’re on your smartphone, tablet, or laptop, you can access real-time customer data, track interactions, and even update records on the fly. Now you can ensure that no opportunity slips through the cracks, even when you’re on the go.

What is a Mobile CRM Solution?

This is a mobile-friendly version of Customer Management System which is specifically designed for use in smartphones and tablets. Mobile CRM provides a host of benefits which includes real-time data synchronization, voice-text input, offline access and push notifications.

Benefits of Using a Mobile CRM Solution for your Business

On-the-go Communication

Sales representatives can communicate with customers on the go with access to real-time data including customer records and notes. This facilitates faster response times and more positive customer experience.

Efficient Customer Data Management

Customer data management becomes easier with quick adding of new customers, updating existing records in real-time, and monitoring activity on all customer records. This provides a unified view of each customer enabling you to quickly respond to sales enquiries and render personalized experience.

Teamwork and Collaboration

Sales representatives can share information and knowledge with each other with everyone having access to same customer data. This facilitates improved teamwork and collaboration.

How to Choose the Right mobile CRM Solution for your Business

Before you select a mobile CRM solution for your business, consider functionality, ease of use, scalability, and security. The solution should provide robust analytics and leverage automation giving you crucial insights into sales performance, customer behaviour and sales trends as and when required.

An ideal solution should also provide shared workflows and task management features that enables sales teams collaborate on joint projects, ensuring that everyone is working towards common goals.

How Microsoft Dynamics 365 Sales Helps Accelerate Sales Performance

With Microsoft Dynamics 365 Sales, you get access to a mobile app that helps you close more deals faster from anywhere. With this app, you can empower sales teams with automation, contextual insights, and next-generation AI.


Close More Deals-

  • Reduce mundane tasks- Generate customer-specific email drafts, email summaries, and opportunity summaries with copilot capabilities.
  • Prioritize your pipeline- Focus on the right customers with AI-based scoring models, a prioritized work list, and data visualizations.
  • Stay in the flow of work- Minimize app-switching with automatic updates in Microsoft 365 apps.

Meet Customer Needs-

  • Prepare for engagements- Use Copilot to generate summaries of customer details, meetings, emails, and relationship history.
  • Take the best action– Get recommendations for engagement activities and notifications about contact activity and upcoming close dates.
  • Improve Interactions– Get AI-generated meeting summaries, including keyword and conversation analysis, competitor mentions, KPIs, and suggested tasks.

Guide Sales Teams-

  • Forecast sales- Predict revenue and track performance against goals with forecasts and charts.
  • Sales best practices- Provide automated sales guidance by creating sequences of sales actions for your team.
  • Coach with confidence- Get insights and key performance indicators (KPIs) from top performers to discover how others can learn from their success.

If you are still looking for a comprehensive solution, we recommend our Microsoft Dynamics 365 Sales app. This app is designed keeping the requirements of the small and medium businesses in mind, making selling easier with AI, automation, and real-time insights built into sellers’ flow of work. Our innovative solution empowers your sales team to achieve greater efficiency and success.

We are the leading and trusted Microsoft Gold Partner providing comprehensive cloud solutions and services catered to the distinct requirements of the businesses.

With over 12 years of expertise, our certified and experienced Microsoft Business Central professionals offer implementation, customization, training, and support services.

By working with us, you choose fully tested and reliable software that is delivered with a complete support team based in the UAE. If you have any further questions about our software, we will be happy to help you.

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