Sales Solutions for Microsoft Dynamics 365

Enhancing Your Microsoft CRM Solution For Sales Teams And Leadership

Exceed Sales Goals Using Sales Solutions for Dynamics 365

Our add-on solutions for sales teams have been designed with direct input from our sales leaders to give you additional sales intelligence, that is not available in Microsoft Dynamics 365 ‘out of the box’ . 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.

Pipeline Analysis Solution

Gain greater control over your sales cycle.


Edgewater Fullscope’s Pipeline Analysis Solution for Microsoft Dynamics 365 (formerly Dynamics CRM) will allow your sales managers to monitor, track and analyze their team at every stage of 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 sales cycle stage. And when your sales team understands the insight you have, there will be greater transparency in the sales process and drive 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.

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Pipeline Snapshot Solution

Track and compare progress of opportunities in your sales pipeline.

Fullscope’s Pipeline Snapshot Solution for Microsoft Dynamics 365 takes snapshots of opportunities at determined dates chosen by you in your CRM pipeline. The data is presented visually in views, charts and dashboards, allowing you to see how your pipeline has changed and moved.

In addition to identifying how the pipeline has changed, it also analyzes those changes as they happen. This solution provides a detailed analysis that helps you to measure sales growth. It is a must have solution for any Sales Director, Manager, or leader.

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Forecast Accuracy

Take the guess work out of pipeline reporting accuracy.

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 team’s pipeline or looking at an individual deal that a sales rep is forecasting, the Forecast Accuracy Solution was created to primarily answer three questions:

  • How likely are they to win the deal?
  • How likely are they to win it in the time frame they have forecast?
  • How likely are they to win for the amount they are forecasting?
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Net Promoter Score Solution

Drive customer loyalty and customer retention.

Fullscope’s Net Promoter Score (NPS) Solution for Microsoft Dynamics 365 is a metric for assessing customer satisfaction and loyalty. It allows you to manage the NPS process within Microsoft Dynamics, tracking the NPS survey, calculating the score and creating follow-up activities for your promoters and detractors.

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 in Dynamics, you will be able to drill down on the results across any criteria by region, rep, product or service.

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Long Term Sales Forecasting

Accurately track and act on real data intelligence.

Fullscope Long Term Sales Forecasting Solution for Microsoft Dynamics 365 enables you to view sales forecasting accuracy across products and time periods. Drill down to individual customers or sales reps from your tailored dashboard view to get more specific data on their performance.

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Lead Qualification

Customize your lead qualification process.

The standard, “out of the box” lead qualification process in Microsoft Dynamics 365 (formerly Dynamics CRM) includes creating a new account, contact and opportunity when a lead is “Qualified”.  When the lead is disqualified, no new records get created and in either situation the Lead record becomes a closed record in the solution.

The Fullscope Lead Qualification Solution for Microsoft Dynamics 365 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 to avoid creating duplicate records.

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Define approval processes and checkpoints.

The Fullscope Approval Solution for Microsoft Dynamics 365 is a framework for implementing approval processes for specific CRM 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. Save time by automating your approval process with the Approval Solution for Dynamics 365.

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White Paper

How Manufacturers Improve Sales Coaching and CRM ROI

As a VP of Sales in manufacturing, you are likely using CRM to track your opportunities and manage your sales forecast. Which is great, but is it enough? If you are struggling to hit your goals, this guide will walk you through 3 key questions, and 12 metrics that will change how you manage sales.

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Web and Marketing Analytics Webinar

Getting the Most Out of Your Data – What Business Intelligence Can Do for You

Thursday, July 19, 2018 1:30pm-2:30pm ET. This webinar is a part of the Fullscope Transformation Series. Your data is telling a story. To understand that story, you must have a full picture of your finance, operations, sales, marketing and service functions. Gaining access to your data via dashboards, reporting and advanced views can drive better …

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Case Study

AAA Cooper Transportation

AAA Cooper Transportation is a transportation solutions provider that offers less-than-truckload, truck load, dedicated contract carriage, brokerage, fleet maintenance, and international services. By partnering with Edgewater Fullscope for their CRM implementation, they now have a single-source solution that provides better account visibility for their sales team and allows them to better service their customers over competitors.

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