Sales Excellence
Platform

Close deals faster and improve team productivity with a trusted agentic CRM solution.

OVERVIEW

Empower your sales teams

Help teams exceed customer expectations and reach their goals with agentic sales automation and AI-powered insights.

Catch up on your pipeline ✓

Review open sales tasks, new assignments, and pipeline updates by querying AI using natural language or prebuilt prompts.

Read the infographic ❯

Research and qualify leads ✓

Identify potential customers using data insights, evaluate needs, prioritize high-value prospects and ensure sales teams focus on the right opportunities.

Read the infographic ❯

Accelerate opportunities ✓

Move deals forward faster with timely follow-ups, automated workflows, clear insights and better engagement throughout the entire sales process.

Read the infographic ❯

What do I need to catch up on?

Enterprise tier · Discussing a marketing strategy

1 hr meeting at 2:00 PM

2 of 18 incomplete milestones

Complete · 10 minutes to 5:00 PM

Created 5 days ago · Needs a marketing strategy

AGENTS

Accelerate revenue with prebuilt sales agents

Boost your team's productivity by providing a fully agentic customer engagement journey from lead qualification to deal close and beyond.

Sales Agent

Boost your team's productivity by providing a fully agentic customer engagement journey from lead qualification to deal close and beyond.

Sales Agent

Automatically analyze leads to equip your sellers with insights they need to win, plus AI-powered summaries to close deals faster.

Sales Agent

Get access to complete sales pipelines and turn next data into actionable. Now it's previews for pipeline health and forecasting.

AGENTIC SALES ASSISTANT

Boost seller productivity and win rates with AI

Empower your sales team with AI tools that help them work smarter and close more deals. Learn how AI enables sellers to:

Analyzing your pipeline...

PRICING

Sales Excellence pricing

Sales Professional

Core sales tools and automation for small to mid-sized teams starting their digital sales transformation.

$65.00

user/month, paid yearly

Sales Enterprise Edition

Advanced sales tools and AI automation with contextual insights, next-generation AI, and enhanced analytics for scaling teams.

$105.00

user/month, paid yearly

Sales Premium

Complete Enterprise platform plus unlimited customization, advanced AI agents, and dedicated customer success managers.

$150.00

user/month, paid yearly

CUSTOMER STORIES

Trusted by the world's most innovative brands

"This transformation enabled streamlined quote management, faster document processing, and improved customer communication across global teams."

3x

Faster quote turnaround

Improved

Customer response time

Enhanced

Visibility across pipeline

Solutions Delivered

Dynamics 365 Sales system implementation process

Centralized customer communication tracking

Quote lifecycle automation increases revenue

Document collection & workflow management

"A unified application management system streamlined student onboarding and improved operational efficiency across departments, teams, and overall organizational processes."

70%

Reduced manual data handling

Faster

Faster financial reporting

Improved

Accuracy in student data

Solutions Delivered

End-to-end application form collection system

Automated information gathering workflows

Centralized system for student data management

Integration with multiple communication tools systems

"A robust lead and sales management platform improved tracking, boosted conversions, and enabled smarter, data-driven decision-making across business operations and teams."

Increased

Lead to conversion ratio

Up to 5x

Sales forecasting accuracy

Up to 5x

Team productivity improvement

Solutions Delivered

Lead management system for efficient tracking

Sales pipeline tracking for better deal visibility

Automated follow-ups and notifications for engagement

Reporting dashboards for actionable performance insights

WHAT WE OFFER

Solutions for Every Stage of Your Journey

Consulting services

Access a wide range of architecture, planning, implementation, and support services from certified partners.

Partner apps

Extend and enhance your sales solution with hundreds of prebuilt apps from our marketplace.

FastTrack for Sales

Go live confidently with onboarding and training led by our experts and certified partners.

Consulting services

Cutting-Edge Dynamics 365 Sales Solutions

Delivering Intelligent, Scalable & Sales-Centric CRM Solutions

At Peritos Solutions, we specialize in implementing Microsoft Dynamics 365 Sales to transform how businesses manage their sales pipelines, customer engagement, and performance insights. Our team delivers tailored CRM deployments with guided sales processes, seamless integrations with Microsoft 365 and third-party tools, and responsive interfaces across all devices. Whether you're migrating from a legacy CRM, automating your sales lifecycle, or enhancing reporting with real-time analytics, our Dynamics 365 expertise ensures a high-performance platform that drives productivity, accelerates revenue, and scales with your sales strategy.

KEY CAPABILITIES

Customized Dynamics 365 Deployments

We provide comprehensive Dynamics 365 Sales implementations, featuring tailored workflows, role-specific security configurations, guided sales paths, and automated processes designed specifically for your business operations. Our solutions drive rapid adoption, improved efficiency, and accelerated ROI.

Seamless CRM Integration & Migration

Our team integrates Dynamics 365 Sales seamlessly with Microsoft Office 365, Teams, Outlook, and various third-party systems to create a unified sales environment. We also expertly handle migrations from legacy CRM platforms, ensuring smooth, secure, and disruption-free transitions.

Post-Implementation Support & Optimization

Peritos Solutions offers ongoing support with continuous monitoring, timely issue resolution, and proactive platform optimizations. Our commitment is to keep your CRM environment secure, up-to-date, and fully aligned with your evolving sales strategies and objectives.

Responsive & Intuitive User Experiences

Enhance user adoption with our sales-centric, responsive UI/UX designs. Our CRM interfaces are optimized across desktops, tablets, and mobile devices, empowering your sales team with instant access to leads, opportunities, and essential data, anytime and anywhere.

Smarter Sales Processes & Automation

Leverage advanced CRM automation tools such as guided selling workflows, AI-driven insights, automated sales approvals, and customizable dashboards. Our Dynamics 365 implementations simplify complex processes, reduce manual effort, and enable your sales team to focus on closing deals and driving revenue growth.

Data-Driven Insights & Enhanced Reporting

Unlock actionable insights with powerful analytics and enhanced reporting capabilities provided by Dynamics 365 Sales. Our customized dashboards and real-time reports empower your sales team to make informed decisions, track performance accurately, and identify opportunities for continuous growth.

Partner apps

Expand Your CRM with Certified Partner Apps

Seamlessly Integrated Solutions for Every Business Need

Discover a curated marketplace of certified partner applications that seamlessly extend the power of Dynamics 365 Sales. From advanced analytics to e-signature tools and industry-specific add-ons, our partner apps are built to accelerate your team's productivity and address specialized business requirements without costly custom development.

KEY CAPABILITIES

Industry-Specific Add-Ons

Browse vertical-specific apps built for finance, manufacturing, retail, and more — designed to plug into your Dynamics 365 environment with minimal configuration.

Productivity & Collaboration Tools

Integrate apps that supercharge team productivity, from AI-powered meeting assistants to task automation and collaboration hubs.

Advanced Analytics & BI

Connect powerful business intelligence tools that surface deeper insights from your CRM data and help leaders make faster, more confident decisions.

E-Signature & Document Management

Streamline contract workflows with certified e-signature and document management apps that keep deals moving and reduce administrative overhead.

Marketing Automation Connectors

Link your CRM directly to leading marketing platforms to align sales and marketing efforts, track campaigns, and improve lead quality.

Customer Support Integrations

Unify service and sales data by connecting helpdesk and support ticketing apps that give your team a complete view of every customer relationship.

FASTTRACK FOR SALES

Get Up and Running with FastTrack for Sales

Expert-Led Onboarding & Adoption for Dynamics 365 Sales

FastTrack for Sales is Peritos Solutions' structured onboarding program designed to get your team live quickly, confidently, and with the skills to succeed. Our certified experts guide you through every phase-from environment setup and data migration to end-user training and go-live support-ensuring rapid time-to-value and sustained adoption.

KEY CAPABILITIES

GUIDED ENVIRONMENT SETUP

Our FastTrack engineers configure your Dynamics 365 Sales environment from the ground up, following best-practice blueprints tailored to your organization's size and workflow.

DATA MIGRATION ASSISTANCE

We help you migrate clean, structured data from legacy CRMS or spreadsheets into Dynamics 365 Sales, validating accuracy at every step to prevent data loss.

ROLE-BASED END-USER TRAINING

Targeted training sessions for sales reps, managers, and admins ensure every stakeholder understands how to get the most out of the platform from day one.

GO-LIVE SUPPORT & MONITORING

During your go-live window, our team provides hands-on support and real-time monitoring so you can launch with full confidence and minimal disruption.

ADOPTION CHECKPOINTS, REVIEWS

Scheduled adoption reviews and health checks in the weeks following go-live identify gaps early and keep your team on track to meet usage and performance goals.

POST-LAUNCH SUCCESS PLANNING

We collaborate with your leadership team to define long-term success metrics and build a roadmap for continuous improvement and platform growth.

CUSTOMER STORIES

Trusted by the world's most innovative brands

"This is the foundation for TechVision's sales digital transformation—enabling better connections and an increase in sales productivity."

Melinda Perez, Assistant Controller, Sapphire Gas Solutions

↑ 400%

Faster month-end close process

Up to 5x

Faster financial reporting

Products

RESOURCES

Stay up to date on the latest reports, trends and e-books

To get future-ready, go suite-first

ARTICLE

Learn why businesses work better when they bring core applications, data, and AI together.

Read the article →

Using a suite-first approach with AI, unified data, and applications

WHITE PAPER

Discover how an integrated suite of solutions can help companies leverage the power of data and AI across different lines of business.

Read the IDC Spotlight →

Top 3 Dynamics CRM Customizations For Efficiency

June 26, 2024 No Comments

Explore top Dynamics CRM customizations: custom status fields, automatic task creation, and template views for efficient data management. Boost your CRM efficiency now!

Top 3 Dynamics CRM Customizations You Should Know

June 26, 2024 No Comments

Discover top 3 Dynamics CRM customizations: inline editing, custom field options, and saving personalized views for better productivity.

Top 3 Dynamics CRM Customizations For Fast Data Access

June 26, 2024 No Comments

Dynamics CRM Customizations: Boost efficiency with custom templates, sidebar editing options, and pinned navigation for quick access to key records.

To get future-ready, go suite-first

ARTICLE

Learn why businesses work better when they bring core applications, data, and AI together.

Read the article →

Using a suite-first approach with AI, unified data, and applications

WHITE PAPER

Discover how an integrated suite of solutions can help companies leverage the power of data and AI across different lines of business.

Read the IDC Spotlight →

NEXT STEPS

Try Sales Excellence Platform

Make selling easier for your teams with intelligent tools that help build better customer relationships and close more deals.

→ Start your tour

→ Request callback

→ Call 1-888-477-7989

Let’s Build Something
Together

Let’s connect and discuss how our solutions can support your business goals and drive growth with Dynamics 365 Sales. Our team is here to understand your requirements and provide tailored recommendations.
You can also drop us an email at info@peritossolutions.com , and our team will get back to you shortly.

Drop us a message

NDA Protected

100% Confidential

Quick Response

< 8 Business Hrs

Live 24/7 Support

CUSTOMER STORIES

Trusted by the world's most innovative brands

"This transformation enabled streamlined quote management, faster document processing, and improved customer communication across global teams."

3x

Faster quote turnaround

Improved

Customer response time

Enhanced

Visibility across pipeline

Solutions Delivered

Dynamics 365 Sales system implementation process

Centralized customer communication tracking

Quote lifecycle automation increases revenue

Document collection & workflow management

"A unified application management system streamlined student onboarding and improved operational efficiency across departments, teams, and overall organizational processes."

70%

Reduced manual data handling

Faster

Faster financial reporting

Improved

Accuracy in student data

Solutions Delivered

End-to-end application form collection system

Automated information gathering workflows

Centralized system for student data management

Integration with multiple communication tools systems

"A robust lead and sales management platform improved tracking, boosted conversions, and enabled smarter, data-driven decision-making across business operations and teams."

Increased

Lead to conversion ratio

Up to 5x

Sales forecasting accuracy

Up to 5x

Team productivity improvement

Solutions Delivered

Lead management system for efficient tracking

Sales pipeline tracking for better deal visibility

Automated follow-ups and notifications for engagement

Reporting dashboards for actionable performance insights

Software Consulting, Outsourcing & Training

Assessments

Cloud Consulting

Industry Types

Products & Offerings

Sales Excellence Platform

OVERVIEW

Empower your sales teams

AGENTS

Accelerate revenue with prebuilt sales agents

Lead Scoring Agent

Opportunity Accelerator

Revenue Intelligence Agent

AGENTIC SALES ASSISTANT

Boost seller productivity and win rates with AI

AI-Powered Sales Assistant

PRICING

Sales Excellence pricing

Sales Professional

$65.00

Sales Enterprise Edition

$105.00

Sales Premium

$150.00

CUSTOMER STORIES

Trusted by the world's most innovative brands

"This transformation enabled streamlined quote management, faster document processing, and improved customer communication across global teams."

3x

Improved

Enhanced

"A unified application management system streamlined student onboarding and improved operational efficiency across departments, teams, and overall organizational processes."

70%

Faster

Improved

"A robust lead and sales management platform improved tracking, boosted conversions, and enabled smarter, data-driven decision-making across business operations and teams."

Increased

Up to 5x

Up to 5x

WHAT WE OFFER

Solutions for Every Stage of Your Journey

Consulting services

Partner apps

FastTrack for Sales

Consulting services

Cutting-Edge Dynamics 365 Sales Solutions

KEY CAPABILITIES

Customized Dynamics 365 Deployments

Seamless CRM Integration & Migration

Post-Implementation Support & Optimization

Responsive & Intuitive User Experiences

Smarter Sales Processes & Automation

Data-Driven Insights & Enhanced Reporting

Partner apps

Expand Your CRM with Certified Partner Apps

KEY CAPABILITIES

Industry-Specific Add-Ons

Productivity & Collaboration Tools

Advanced Analytics & BI

E-Signature & Document Management

Marketing Automation Connectors

Customer Support Integrations

FASTTRACK FOR SALES

Get Up and Running with FastTrack for Sales

KEY CAPABILITIES

GUIDED ENVIRONMENT SETUP

DATA MIGRATION ASSISTANCE

ROLE-BASED END-USER TRAINING

GO-LIVE SUPPORT & MONITORING

ADOPTION CHECKPOINTS, REVIEWS

Sales Excellence
Platform