Deliver value at every touch point
Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Boost sales productivity
Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.

Maximize profitability
Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Contacts
Maintain an overview of your contacts and record your contact information for all business relationships.

Campaigns
Organize campaigns based on segments of your contacts that you define.

Opportunity management
Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.

Dynamics 365 for Sales integration
Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.