CRM for Sales Automation

Stay Focused

Focus on the right prospects and customers. Improve visibility into sales performance. Make better decisions based on insight.

Win Faster

Work more efficiently with seamless, familiar, easy-to-use solutions. Engage and collaborate around strategic deals. Work anytime, anywhere.

Build Trust

Anticipate your customer’s needs. Align buy and sell cycles to drive personalized, proactive engagement. Interact consistently with customers across touch points.

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Key Capabilities of Dynamics CRM

Opportunity management

Manage customers and deals all in one place. Stay informed with accurate 3rd party firmographics, news, and compelling events from Insights, powered by InsideView. Know what steps to take next with embedded business process UI and an overview of daily priorities from Cortana. Close more deals when you connect, discover, and share ideas via Skype for Business, Yammer, Office 365 Groups, and OneNote.

Social selling

Find more leads by using social to identify and act on buying signals and create leads based on social posts. Get a snapshot of social activities through embedded buzz volume, trends, and sentiment analysis, using Microsoft Social Engagement. Increase response rates by reaching out to new contacts through mutual connections surfaced by Insights, powered by InsideView.

Planning and management

Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real-time. Motivate sales reps through creative and fun team-based competitions, with FantasySalesTeam, from Microsoft. Built-in best practices ease on-boarding of new sales reps and standardize customer engagement.

Content collaboration

Create personalized sales documents as a team with Word templates and real-time co-authoring through Office 365. Manage contextual CRM documents across SharePoint, Office 365 Groups, and OneDrive for Business. Relevant content comes to you with Delve based on what you are working on and who you’re working with.

Mobile sales

Work on the go with rich, modern mobile apps that provide contextual news and social data, and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders, and find information. Get work done anytime, anywhere with intuitive, familiar apps for tablet and smartphone that work online or offline.

Sales intelligence

Sell smarter with lead scoring from, cross-sell recommendations from Cortana Analytics Suite, and trending documents from Delve inside CRM dashboards. Discover new insight with Power BI’s pre-built, interactive dashboards and reports, advanced visualizations, and natural language Q&A. Gain visibility into sales performance with at-a-glance dashboards and contextual charts inside CRM.

Pre-built industry apps from PA Group

We partner with industry thought leaders and experts to identify gaps in technology that exist in under-served industries, then build software to fill in the gaps. The Cloud Nine product team is constantly engaged in new product development to build epic software solutions to transform entire industries.

Industry Templates
  • Real Estate Development
  • Leasing & Property Management
  • Nonprofit & Member Management

Bundle and save with PA Group

PA Group is a Microsoft Cloud Solutions Provider (CSP)

In addition to offering Microsoft Dynamics CRM, PA Group can serve as your partner for the complete line of business productivity apps from the Microsoft Cloud. Learn how you can bundle your Microsoft licenses together with PA Group and save.

Contact us to find out how
  • Office 365
  • Power BI
  • Social Engagement
  • Dynamics CRM Project Services
  • Dynamics CRM Field Services
  • Dynamics Marketing
  • Portals (Customer, Employee, Community, Partner, or Custom)