sales process tools | JourneyTEAM

6 Under-the-Radar Capabilities of Microsoft Dynamics 365 CRM

Unveiling the hidden features of Dynamics 365 that can transform your customer relationship management processes.

How to Boost Sales Efficiency with Microsoft Dynamics 365 CRM

Let’s delve into the reasons why efficiency matters, and guide you through Dynamics 365 CRM’s key features.

Dynamics 365 2023 Release Wave 1 Updates

See what’s coming to Dynamics 365 Sales, Marketing, Customer Service, and more in the 2023 wave one release.

How to Optimize Sales With the Dynamics 365 Sales Accelerator

Dynamics 365 Sales Accelerator enables sales teams to focus their selling efforts on the most important leads and opportunities.

Creating Canvas Apps to Enhance Sales Opportunity Visibility

Discover how JourneyTEAM leveraged the high customization of Dynamics 365 Canvas Apps to create a truly unique, simplified sales dashboard.

Introducing JourneyTEAM’s Dynamics 365 Sales Sherpa Program

Discover how to deploy Dynamics 365 Sales with confidence with our proven quick-started guided implementation process.

Manufacturer Automates the Sales Quoting Process to Save Time and Resources

JourneyTEAM can help automate the sales quote creation process to limit inaccurate quotes, and allow for a simplified user experience.

Medical Device Manufacturer Automates Quote Creation Process for Improved Consistency

A medical device manufacturing company eliminated errors and enhanced consistency in sales quotes by creating a custom app in Dynamics 365.

Financial Services Lender Migrates to CRM Online for Improved Access and Security

Avoid limited user access and data restrictions by having your CRM online, with JourneyTEAM as your technology guide.

Efficiently Store and Manage Client Information with Dynamics 365 and Microsoft SharePoint

How a financial firm efficiently manages and accesses investment portfolios using several Microsoft collaboration tools.

Enhanced Sales Collaboration and Lead Generation with Dynamics 365 Global Ribbon

Discover how JourneyTEAM streamlined the sales process for a truck rental company by helping sales leads turn into quotes faster.