Salesforce Migration

Supercharge Your Sales with Dynamics 365 Sales and Copilot

 

 

Migrate from Salesforce and transform your sales strategy to fast-track deal progression

Experience the formidable combination of Dynamics 365 Sales and Copilot for Sales, engineered to enhance your sales team's productivity and decision-making capabilities. Leverage cutting-edge AI technology and flawless integrations designed to empower every sales interaction.

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Why Dynamics 365 Sales?

More than just a Salesforce CRM substitute, Dynamics 365 Sales brings business solutions into a unified cost-effective system. Elevate from a single-point solution to a comprehensive platform that enhances your business capabilities with:

Integrated Experience

Leverage deep integration with Microsoft 365 and Power Platform to enhance user experience, moving beyond Salesforce's siloed setup.

Advanced Automation

Minimize manual tasks with AI-driven insights and automation in Copilot for Sales, turning data into actionable strategies.

Unmatched Scalability

Adapt your Microsoft solution to growing demands with seamless application integration and flexible licensing updates.

Optimized Expenses

Include add-on features as standard in Microsoft Dynamics 365 setup, unlike Salesforce, which charges extra for add-on functionalities.

Sell Smarter with Copilot for Sales

With Copilot for Sales, you can optimize your sales funnel by acquiring, engaging, and retaining customers more effectively. Copilot for Sales enhances your existing tools like Microsoft Outlook, Teams, and Dynamics 365 Sales, giving you features that boost your sellers' productivity and tailor each interaction with customers.

  • AI-Powered Insights: Leverage AI to enhance understanding of customer needs, predict future trends, and make informed decisions swiftly.
  • Real-Time Data Access: Gain instant access to customer data and insights during meetings and communications for more impactful engagements.
  • Strategic Automation: Automate a wide range of sales activities, from lead scoring to deal insights, ensuring you capitalize on every opportunity.

 

Contact a Dynamics 365 Expert

Your Trusted Dynamics 365 Partner

Long View is your premier partner in the Dynamics 365 landscape, expertly guiding businesses to modern application and data strategies. Our team of seasoned consultants specializes in delivering clear, transformative business solutions.

 

 

Guided Salesforce Migration Process

While Salesforce remains a well-known CRM solution, many businesses are transitioning to Microsoft's suite for its superior adaptability and advanced features. Partner with Long View for strategic guidance on migrating to a more robust platform. Transform your sales operations with our expert-led journey to Dynamics 365 Sales and Copilot for Sales.

Cleanse Data

Ensure your legacy data is consistent, accurate, and complete for a cost-effective, efficient migration.

Map Objects

Identify items for migration and create reference markers to streamline migration testing.

Plan Integration

Review current integrations and adjust your Dynamics 365 Sales setup accordingly.

Train Users

Educate all users on the new Dynamics 365 Sales setup to promote smooth adoption and active engagement.

Migrate System

Rely on your migration and implementation partner to ensure a quick and easy transition.

Considering a Migration from Salesforce?

Advance your CRM capabilities by switching to Dynamics 365 Sales and Copilot for Sales.

As your organization grows, ensure your systems keep pace. Transition to Dynamics 365 Sales and Copilot with a clear understanding of your specific business challenges, sales inefficiencies, and customer engagement needs.

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