YegertekClose More Deals With Every Customer Signal
Microsoft Dynamics 365 Sales gives your team a single view of every prospect and customer — so sellers spend time selling, not searching for context across disconnected systems.
Overview
Sales teams lose deals not because they lack effort, but because they lack context. Contact histories live in email, deal stages in a spreadsheet, and account data in a CRM no one trusts. Yegertek implements Microsoft Dynamics 365 Sales as a live system of record — connected to loyalty, service, and marketing data — so every seller has the full relationship picture before the conversation starts.
The Challenge
- ✕Sales data fragmented across email, spreadsheets, and an underused CRM.
- ✕No visibility into customer loyalty status or purchase history before a sales call.
- ✕Pipeline reporting that lags reality by days, making forecasts unreliable.
- ✕New reps ramping slowly because account context lives in the heads of senior sellers.
Our Approach
Yegertek configures Dynamics 365 Sales around how your team actually sells — with the loyalty and engagement data from Engage 365 surfaced directly on the account record, so upsell conversations start from a position of real knowledge.
Capabilities
Outcome-labeled features, not a laundry list.
Unified account and contact record
Every seller sees the full customer relationship, not a fragment of it
Pipeline and opportunity management
Real-time deal tracking that reflects what is actually happening, not what was entered last week
Loyalty data on the sales record
Tier status, redemption history, and engagement signals surface inside the sales workflow
AI-assisted next best action
Sellers are prompted with the right offer or follow-up based on real customer behavior
Mobile-ready for field teams
Full pipeline and account context accessible on any device, in the field
Bilingual, RTL-ready interface
Built for Arabic and English sales teams by default
Business Benefits
Sales teams working from a unified record close faster because they spend less time reconstructing context and more time on the conversation that matters. Forecast accuracy improves because pipeline data is captured in the same system used for service and loyalty, not in a parallel tool that drifts from reality.