The sales context

On a growing online economy, companies are under pressure to deliver quick results and adapt rapidly on a fast pace environment. The increasing competition is challenging companies to do a more complex customer relationship management and to build the right sales skills to a successful sales process. Despite the new solutions arising everyday, promising data integration and team online collaboration, most of them still doesn’t make the sales process a XXI century IT tool.

With all these challenges and organisational limited resources, sales teams need to have flexibility to operate throughout the entire sales life cycle and find an easy way to collaborate and interact with team members and third parties. The solution need to help teams build the right skills, centralise all sales information and easily keep up with the results, in a way to balance sales and manage customer relationships.

 

SHIFT 2 AGILE SALES GOALS

COLLABORATION

COLLABORATION

FLEXIBILITY

FLEXIBILITY

AGILITY

AGILITY

solution concept

SHIFT2 Agile Sales integrates Dynamics Sales and Planner within Microsoft Teams to facilitate team online collaboration based on CRM database and Agile planning.Agile Sales Concept

 

 

SOLUTION OVERVIEW

The data integration is effective and works across all data sources, making it possible to use only one platform – Teams – with automatic synchronization for opportunities and progress control.

 

SHIFT 2 AGILE SALES BENEFITS

 

 

 

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