Azamba Sales Productivity Bundle

Microsoft Dynamics 365 CRM Add-On Package

What the Sales Productivity Bundle will do for you

Give your salespeople the tools they need to boost sales with the Azamba Sales Productivity Add-on Bundle for Microsoft Dynamics 365.

The Sales Productivity Bundle offers your sales team the automation, tracking, and notification tools they need to maintain close, quality communication with customers and prospects.

It also provides your team with improved access to information they can use to make better decisions and set better priorities. Your team will be more efficient and more productive.

Plus, the Azamba Sales Productivity Bundle automates repetitive but important tasks, sets reminders, and tracks common sales processes. Your team will always know what they need—and what they need to do.

The Sales Productivity Bundle by Azamba is available for standalone purchase, or free to OnTrack Premium and Preferred customers!

 

 

The Sales Productivity Bundle includes:

Upgrade your Dynamics 365 system with add-on bundles by Azamba!

Automatic Follow-up Tasks

Save data entry time and never fail to follow up when you use Automatic Follow-Up Tasks!

Without Automatic Follow-Up Tasks, your team first needs to create a task, set a date and time for that task, and save and close it—and then create a second, totally new follow-up task, note it as a follow-up, set a date and time for it, and save that task as well.

Automatic Follow-Up Tasks eliminate the hassle and turn a two-step process into a one-step process. Each task now includes a follow-up field. All your team needs to do is schedule their follow-up activity in the field, and once they save their first task, the follow-up will be automatically generated.

That means follow-up appointments, tasks, and phone calls get created and added to your team’s schedules automatically, instead of requiring tedious, duplicate data entry.

Completed Activity Unlocker

Have you or one of your team members ever needed to go back into an older activity to make changes to your notes? If so, you’ve no doubt noticed Dynamics 365’s default settings don’t let you edit an activity once you’ve marked it as complete.

Sure, you can delete the old record and create a new one, but that’s wasted time and effort, and anyone whose security role doesn’t allow them to delete records can’t use this workaround anyway.

The Completed Activity Unlocker leaves those pains in the past. Now you can reopen a completed activity and edit the information within it as needed, saving you and your team time, energy, and a whole lot of headaches.

Emoji Tagger

Know the quality of your contacts and accounts at a glance with the Emoji Tagger!

Most businesses build big collections of contacts and accounts over the years. Those records are incredibly important, but inactive and low-value records can clog your CRM database and make higher-value records difficult to find.

The Emoji tagger makes it easy for your team to see the most promising contacts and accounts without needing to dig through each record!

With the Emoji Tagger, your team can rate each contact and account on an A/B/C/D/F scale using your company’s preferred metrics. Each rating also corresponds to a color-coded emoji.

Those ratings and emojis display whenever you open a list view of your accounts or contacts, which means your team can always find your best customers!

Last Core Activity Date Tracker

Maintain close, quality communication with your customers by tracking your most recent contact dates and types using the Last Activity Date Tracker!

Without the Last Activity Date Tracker, you need to sift through all your activities manually to determine your most recent touchpoints and contact types for an account or contact. This method is time consuming, frustrating, and prone to error.

The Last Activity Date Tracker eliminates all that extra tedium and uncertainty by displaying the most recent task, phone call, email, and appointment dates, as well as the last contact date of any kind, directly from your account and contact forms and views.

You can use this information to assign tasks to members of your sales team, create marketing lists and strategies, and maximize the efficiency and effectiveness of your communication activities.

Last Sales Activity Date Tracker

Don’t miss opportunities or cool your leads with communication delays! Track your most recent touchpoints and maintain close contact using the Last Sales Activity Date Tracker!

Without the Last Sales Activity Date Tracker, you need to sift through all your activities manually to determine your most recent touchpoints and contact types for a lead or opportunity. This method is time consuming, frustrating, and prone to error.

The Last Sales Activity Date Tracker eliminates all that extra tedium and uncertainty by displaying the most recent task, phone call, email, and appointment dates, as well as the last contact date of any kind, directly from your lead and opportunity forms and views.

You can use this information to assign tasks to members of your sales team, create marketing lists and strategies, and maximize the efficiency and effectiveness of your communication activities.

Opportunity Progression Tracker

Don’t lose opportunities to communication delays! Analyze and manage your existing and potential sales accounts with our Opportunity Progression Tracker.

The Opportunity Progression Tracker allows you to organize your sales teams’ opportunities by the last progression date, providing insights into your sales trends and helping you find the bottlenecks in your sales cycle.

The more you know about those bottlenecks, the better you understand where to devote time and resources to close deals better and more efficiently.

It’s a great way to keep high-value opportunities from falling through the cracks and going cold, and to keep low-value opportunities from dominating your time!

Sample Manager

Always know who’s gotten what with the Sample Manager!

CRM is great for managing your customer relationships, but what happens when you send a sample to a customer? There’s no easy way to track that sample out-of-the-box.

But with the Sample Manager, you can track the status of your samples directly from your account records!

That means your team always knows who has seen what, and can schedule follow-up activities accordingly.

Web-to-Lead Creator

Streamline your lead generation and prevent leads from falling through the cracks with the Web-to-Lead Creator!

Without the Web-to-Lead Creator, you probably receive an email notification when you get a web-generated lead. Someone then needs to check that email and manually key a new record into your CRM for follow-up.

Not only does this approach take extra time and effort, but your leads can sometimes languish unnoticed in inboxes or get entered incorrectly.

The Web-to-Lead Creator keeps your leads from falling through the cracks, ensures your lead records are entered correctly, centralizes those records, and enables you to setup workflows or other follow-up automations easily.

Just set up a simple web form to gather the information you need for a new lead. You can use our default form, or customize one to fit seamlessly into your website or landing page design.

Microsoft Dynamics 365 Add-on Bundle Order Form

To order, fill out the form below and we will contact you shortly to discuss your needs.

Or call 888.724.3999 to speak to an Azamba representative directly.

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