A solution implemented on the Dynamics 365 platform that helps automate the processes of recording, analyzing, and handling all types of customer complaints. An easily adaptable tool for any business.
Dynamics 365 Sales (CRM)
Dynamics 365 Sales (CRM) is a reliable solution for growing businesses, helping to efficiently manage the entire sales process from the first contact to closing the deal.
Automate sales, increase team productivity, and make better decisions using AI insights.
Your sales team
can work as usual or start
using the Dynamics 365 CRM solution
Without a CRM system
-
Information is scattered
Customer data is stored in emails, Excel files, or personal notebooks.
-
Unclear sales overview
It is difficult to see the real sales situation and forecast results.
-
Manual inquiry tracking
Some opportunities are lost due to forgotten or untracked inquiries.
-
Slow and inefficient customer engagement
Lack of context, fragmented communication.
-
Actions are unplanned
It is difficult to track tasks, priorities, and deadlines.
With a CRM system
-
All information in one place
All customer and sales information is centralized and easily accessible to the entire team.
-
More accurate sales planning
The entire sales funnel – from contact to deal – is clearly visible.
-
Significantly higher conversion rates
Automated tracking of inquiries and opportunities helps focus on what matters most.
-
Faster customer engagement
All communication history and context – in one system.
-
Clear action planning
The sales team clearly sees what needs to be done and when.
More opportunities in the sales process
Sales planning
- The entire sales process is clearly visible – from the first contact to closing the deal.
- Easier to plan sales activities and ensure consistent team work.
- Managers can monitor the situation in real time and forecast results more accurately.
Sales process stages: Lead -> Opportunity
- All information about potential customers and sales activities is collected in one place.
- Structured sales process: current customer stage, completed and planned actions.
- Easier to select the most promising contacts and convert them into sales.
Proposal and order
- Quick and easy preparation of proposals with all prices and products.
- Easy adjustment of proposals, application of discounts, and creation of different versions.
- Once the proposal is approved, the order is automatically transferred for execution.
Price lists
- Ability to flexibly apply prices according to different customers or situations.
- Automatic calculation of proposal prices reduces the likelihood of errors.
- Flexible discount application helps prepare competitive proposals faster.
Product
- Ability to link products and services to each other.
- Automatic suggestions for additional or related solutions.
- Helps increase sales value through additional offers.
AI agents
- Automates daily tasks and saves sales team time.
- Helps prepare emails, meeting summaries, and gather information.
- Provides insights that help make better sales decisions.
Why choose Microsoft Dynamics 365
CRM solution?
A reliable solution that meets Microsoft security standards for mature and growing sales teams.
A system that adapts
to your sales process
-
Automated sales processes for guaranteed results
-
Grows and changes with the business
-
Smarter decisions with real data and AI insights
-
Integrations with Microsoft tools (Excel, Teams, Outlook) and other systems
A reliable platform
with Microsoft-level security standards
-
Data stored in Microsoft Azure infrastructure
-
Compliance with GDPR and international standards
-
Stable operation and guaranteed availability
-
User access and rights control
Softera – a reliable Dynamics 365 partner in Lithuania
-
18+ years of experience with Microsoft Dynamics
-
Specialization in the Dynamics 365 ecosystem
-
Solutions tailored for the Lithuanian market
-
Continuous improvement and long-term partnership
Choose the plan that best suits your
business needs.
Sales Start
Get a quoteOne user
€19 / month
System activation fee
System launch, initial settings configuration, user connection.
€300
Customer and contact management
+
Mobile application
+
Analytics and reports
+
Modification capability
+
Microsoft 365 integration
Outlook, Exchange, SharePoint, Teams, etc.
+
Sales management
Opportunities
–
Sales management
Leads
–
Price lists, orders, and invoices
–
Additional features
–
Sales Basic
Get a quoteOne user
€39 / month
System activation fee
System launch, initial settings configuration, user connection.
€300
Customer and contact management
+
Mobile application
+
Analytics and reports
+
Modification capability
+
Microsoft 365 integration
Outlook, Exchange, SharePoint, Teams, etc.
+
Sales management
Opportunities
+
Sales management
Leads
+
Price lists, orders, and invoices
–
Additional features
–
Sales Professional
Get a quoteOne user
€57 / month
System activation fee
System launch, initial settings configuration, user connection.
€600
Customer and contact management
+
Mobile application
+
Analytics and reports
+
Modification capability
Partially
Microsoft 365 integration
Outlook, Exchange, SharePoint, Teams, etc.
+
Sales management
Opportunities
+
Sales management
Leads
+
Price lists, orders, and invoices
+
Additional features
–
Sales Enterprise
Get a quoteOne user
€92 / month
System activation fee
System launch, initial settings configuration, user connection.
€900
Customer and contact management
+
Mobile application
+
Analytics and reports
+
Modification capability
+
Microsoft 365 integration
Outlook, Exchange, SharePoint, Teams, etc.
+
Sales management
Opportunities
+
Sales management
Leads
+
Price lists, orders, and invoices
+
Additional features
+
Sales Start
Get a quoteSales Basic
Get a quoteSales Professional
Get a quoteSales Enterprise
Get a quoteOne user
€19 / month
€39 / month
€57 / month
€92 / month
System activation fee
System launch, initial settings configuration, user connection.
€300
€300
€600
€900
Customer and contact management
+
+
+
+
Mobile application
+
+
+
+
Analytics and reports
+
+
+
+
Modification capability
+
+
Partially
+
Microsoft 365 integration
Outlook, Exchange, SharePoint, Teams, etc.
+
+
+
+
Sales management
Opportunities
–
+
+
+
Sales management
Leads
–
+
+
+
Price lists, orders, and invoices
–
–
+
+
Additional features
–
–
–
+
You probably know
at least one of our clients
With over 10 years of experience, we have implemented numerous Microsoft Dynamics 365 Business Central deployments for companies similar to yours. We have more than 300 clients worldwide, so you likely know some of them. If you are interested in specific experience or recommendations, please contact us, and we will share them.
UAB “Light Conversion”
Microsoft Dynamics 365 Sales
As we faced enormous amounts of information, it became difficult to distinguish projects, keep all information in one place for other colleagues to see – and the department also expanded. Microsoft Dynamics 365 Sales worked perfectly here.
Now we have consistent tracking of all emails with clients, which does not end in the sales department, and we can see the full sales-implementation process. We also now have convenient sales reports and perform sales and implementation planning.
The system has grown so much that we conduct customer surveys and send newsletters from it.
754
Number of employees
€123,734,173
Revenue
“Vakarų laivų gamykla”
Microsoft Dynamics 365 Sales
Our joint efforts with Softera have resulted in us having a reliable tool today to carry out complex operational processes and make strategic decisions in real time. We are delighted with the increased employee efficiency, improved communication, and smoother coordination of actions.
144
Number of employees
€22,892,901
Revenue
“Intellectus”
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales allows us to have all information related to clients, negotiations, sales, and deal recording in one place, accurately plan tasks, avoid errors, and not lose track of sales. This is extremely important for us when working with a large flow of information.
27
Number of employees
€3,247,730
Revenue
UAB “Hoptrans”
Microsoft Dynamics 365 Sales
The need for a sales management system arose when we could no longer handle inquiries – we received so many that we could only process about a third. Now we process all incoming inquiries, as it is impossible to lose them using Microsoft Dynamics 365 Sales.
1 815
Number of employees
€155,670,229
Revenue
What You Should Know
Before Getting Started
Expand business opportunities by choosing the most suitable solution
Dynamics 365 Customer Service
Dynamics 365 Customer Service allows you to centrally manage all customer service channels, resolve inquiries faster, and improve customer experience. It ensures prompt resolution of problematic situations and high-quality service delivery.
Dynamics 365 Complaint Management System
Softera.ATS Candidate Selection System
The Softera.ATS Candidate Selection System is a solution implemented on the Microsoft Dynamics 365 platform that helps manage the processes of new employee recruitment, hiring, and termination.
Real Estate Sales Management (CRM) System
A real estate rental property management system designed for managing property occupancy and sales activities. The system allows for collecting and analyzing all tenant-related information.
Let’s Talk
A brief conversation will help clarify what you actually need. No commitments—just honest consultation about what matters most to your business today.
