Through our extensive experience of over 1,000 CRM deployments, we’ve developed our Sales Solutions to ensure you get the maximum return from Microsoft Dynamics 365. If you would like to learn more about any of these solutions please contact us for a demo.
Formerly Sales Analysis Solution
Edgewater Fullscope’s Pipeline Analysis Solution for Microsoft Dynamics 365 will allow your sales managers and leaders to monitor, track and analyze their team at every stage in the sales cycle in real-time.
Your sales wins, revenue and losses can be analyzed at the individual level against the time taken at each stage of the customer interaction.
And when your sales teams understand the insight you have, this will contribute to greater transparency in the sales process and aid collaboration and productivity.
Our solution provides insightful feedback to help make the sales team more effective. It reveals, among other metrics, which team members are taking longer to qualify opportunities, who spends longer on deals that are not won and who is too optimistic or pessimistic in forecasting the true value of their opportunities in any stage of the sales cycle.
Formerly Opportunity Snapshot Solution
Fullscope’s Pipeline Snapshot Solution for Microsoft Dynamics 365 takes snapshots of opportunities at determined dates chosen by you in your pipeline. The data is presented visually in CRM (Dynamics 365) views, charts and dashboards, allowing you to see how your pipeline has changed and moved.
In addition to just identifying how the pipeline has changed we also track and log the changes to the pipeline and analyze them as they happen. This solution gives you detailed analysis that helps you to measure sales growth, a must have solution for any Sales Director/Manager/Leader.
The Fullscope Forecast Accuracy Solution for Microsoft Dynamics 365 provides trending information for how accurate your sales team is in forecasting their opportunities.
Based on the sales teams pipeline or looking at an individual deal that a sales representative is forecasting, the Forecast Accuracy Solution was created to primarily answer three questions:
Fullscope’s Net Promoter Score Solution for Microsoft Dynamics 365 is a metric for assessing customer satisfaction and loyalty. It allows you to manage the NPS process within Dynamics 365, tracking the NPS survey, calculating the score and creating follow-up activities for your promoters and detractors.
Fullscope will help you to increase customer satisfaction when the Net Promoter Score Solution is used as part of a CRM strategy, by offering insight into how your customers think. With this data within Dynamics 365, you will be able to drill down on the results across any criteria by region, rep, product or service.
Fullscope Long Term Sales Forecasting Solution for Microsoft Dynamics 365 enables you to view sales forecasting accuracy across products and periods. Drill down to individual customers or sales reps from your bespoke dashboard view to get more specific data on their performance.
The Fullscope Lead Qualification Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) allows the records created by the lead qualification process to be customized, either as a system-wide default or on a record by record basis for end users. Lead qualification can create all three possible records—contact, account, and opportunity—or any one or more of the possible records.
The Fullscope Approval Solution for Microsoft Dynamics 365 is a framework for implementing approval processes for specific records that meet defined criteria. This solution enables approval processes of variable complexity, from a single approver to multiple, multi-step chains depending on the attributes of the record in question.