Launch of "DX Sales for Microsoft Teams" to visualize online sales activities

SB Technology Corp. (Headquarters: Shinjuku-ku, Tokyo, President ＆ CEO: Shinichi Ata, hereinafter referred to as SBT) provides a new service "DX Sales for Microsoft Teams (hereinafter referred to as the Service)" that visualizes online sales activities. We would like to inform you that we will start from today.
By linking data between Microsoft Teams and Microsoft Dynamics 365, this service makes it possible to visualize sales activities through Microsoft Teams meetings and detect delays in customer response at an early stage. Additionally, online activities for customers are automatically registered in Microsoft Dynamics 365, reducing the burden of daily report registration at sales sites. This is the first collaboration in Japan to automatically register data from Microsoft Teams to Microsoft Dynamics 365. (In-house research)

■ Click here for details on DX Sales for Microsoft Teams.

https://www.softbanktech.co.jp/service/list/dynamics365/dxsales/

*Reports using Microsoft Power BI are scheduled to be available in October.

■ Background

Efforts to establish telework as a new way of working in response to the new normal are accelerating. In corporate sales activities, efforts are also being made to shift to telework using Microsoft Teams and other methods for communication with customers, such as business negotiations and regular visits. Online sales activities do not involve travel, so time can be used more effectively, but sales staff have raised concerns such as ``increased workload such as inputting daily reports'' and ``difficult to share and visualize project information and sales activities.'' It is being If there is a delay in inputting daily reports for sharing project information and customer response status, it will lead to delays in customer response and loss of sales opportunities.For organizations promoting online sales, it is important to visualize activities without putting a burden on the field. ” is an issue that needs to be resolved as soon as possible.

This service automatically captures and visualizes online sales activities via Microsoft 365 by linking data between Microsoft 365, including Microsoft Teams, which is used for online meetings with customers, and Microsoft Dynamics 365, a customer management tool. We provide up to. There are two types of visualization reports: Microsoft Excel and Microsoft Power BI.The Microsoft Excel report allows you to understand unmet customers by comparing customer visit plans and results in a list. Reports using Microsoft Power BI allow you to intuitively check the breakdown of activities, speedy customer response (Do) and activity analysis (Check), and identify weaknesses and risks in customer support that are often overlooked. By making this clear, it is possible to take appropriate action.

■ Service menu

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*Please contact us separately for inquiries regarding offer prices and POC (proof of concept).
*A separate contract for Microsoft Dynamics 365, Microsoft 365, Microsoft Power BI, etc. is required.

■ Endorsement

We have received comments from Microsoft Japan Co., Ltd. regarding the launch of this service.

We would like to extend a warm welcome to SB Technology Corp. with the launch of DX Sales for Microsoft Teams.
Due to the impact of the new coronavirus, the digital transformation of companies has accelerated, and new ways of working such as remote work are becoming widespread. On the other hand, there are many new issues that have arisen in remote work, and there is an urgent need to appropriately utilize digital tools and build a system that does not impair the work productivity of employees.
We are confident that SB Technology Corp. 's "DX Sales for Microsoft Teams" will be able to greatly contribute to supporting our customers' new ways of working and solving their problems in this new normal.
Microsoft Japan will continue to work closely with SB Technology Corp. to help our customers drive their digital transformation.

Microsoft Japan Co., Ltd.
Partner Business Headquarters Deputy Head of Business Headquarters
Executive Officer
General Manager of Service Partner Business Headquarters
Sadao Kondo

SBT will continue to contribute to customer companies' DX promotion and new business creation by utilizing cutting-edge technologies such as cloud, IoT, and AI, with the aim of realizing a rich information society for the new normal era. .

• *Microsoft, Microsoft Dynamics, Dynamics, Microsoft Teams, Teams, Excel, and Power BI are registered trademarks or trademarks of Microsoft Corporation in the United States and other countries.
• *Microsoft 365 is the name of a service provided by Microsoft Corporation.