Adaptive, pre-built and ready to go
With intuitive user interface, Express CRM is a solution built on Microsoft Dynamics 365 for small and medium-sized enterprises seeking a quick and streamlined CRM to accelerate deal closures.
Get a new CRM in 4 weeks or less.
SOCO’s Express CRM built on Dynamics 365 for Sales Professional is designed for SME seeking a quick and streamlined CRM to accelerate deal closures. The insights are part of everyday workflow, freeing up seller’s time so they can be more customer-centric in day-to-day interaction and close more sales. Dynamics 365 Sales also works together with the tools you use every day, such as Office 365 to boost seller productivity. For additional features, you may even take your subscription to the next level by supercharging your CRM with AI-driven capabilities.
Streamline sellers workflow:
- See your sales information in one place with Dashboards.
See the big picture and drill down to the detail of every relationship and every deal.
- Set up best practices to streamline sales cycle.
Let’s you see where every deal is from leads to sales.
- Consistent access to customer information
Access to customer information across different devices and platforms including windows, android and apple.
Shorten sales cycles:
- Get real-time visibility into your organisation.
Spot trends and better understand your sales cycle to make adjustments on the fly.
- Monitor sales performance
Provide sales members assistance when required to close more deals or celebrate wins
- Easy access to reports
Identify best customers and quickly focus on prospects for long term growth.
Seamless integration with Microsoft Office 365:
- Get a seamless integrated solution
Sales capabilities embedded right in Microsoft 365, making it easy to act on opportunities.
- Access CRM data seamlessly
Using Dynamics 365 app for Outlook
- Create standardised documents
Create documents using Microsoft Word templates and import/export spreadsheets, all within Dynamics 365 app.
Boost global growth through centralised Dynamics CRM.
TAE Aerospace is a leading, global maintenance, engineering and manufacturing company proudly headquartered in Queensland. Having previously piloted Dynamics 365 with another technology partner, TAE Aerospace was at a key decision point and required advice from an industry expert.
Past experience meant TAE Aerospace was hesitant to adopt the Dynamics platform when they approached SOCO looking for a way to manage their fast-growing, international business. However, after thorough consultation, SOCO confirmed that Dynamics 365 for Sales was indeed the ideal tool to meet their requirements. Using SOCO’s proven methodology, the team delivered a centralised system for TAE offices across the globe, consisting of D365 Sales and business development implementation, Power BI intelligent dashboards and staff onboarding and training.
The new dashboards have proved particularly effective, highlighting pipelines, forecasts and actuals, ensuring the leadership team have real time information and can make informed decisions regarding delivery and expansion.
Mark Pearce TAE Aerospace
Chief Information Officer
D365 Consulting Team
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