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POLICY TRACKER FOR DYNAMICS 365 SALES

Elevate your sales

Anywhere your business uses a checklist, policy or procedure to make operations run smoothly, to meet regulatory requirements in your industry, for audit, quality or revenue assurance, or to comply with occupational health and safety standards, you can use Policy Tracker on the Microsoft Power Platform to apply controls more efficiently and make data-driven decisions to optimise your business.

For organisations that use Dynamics 365 Sales, you can use policy tracking tools to put in place data collection, lead qualification, assignment and opportunity conversion processes to help your sales pipeline run smoothly, allowing you to build stronger relationships through better data and enforce compliance with privacy, disclosure and other obligations in regulated industries.

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Choose your pricing plan

  • Basic

    29$
    Every month
    For those who just need consistency on out-of-the-box sales
     
    • Configure custom policies
    • Enforce policies on out-of-the-box sales entities
  • Popular

    Sales Pro

    39$
    Every month
    Get started quickly and make your sales process transparent
     
    • Configure custom policies
    • Enforce policies on out-of-the-box sales entities
    • Comes with preconfigured, best practice sales policies
    • Report on sales policy decisions
    • Management dashboards
  • Sales Enterprise

    59$
    Every month
    For larger businesses with custom or matured processes
     
    • Configure custom policies
    • Comes with preconfigured, best practice sales policies
    • Report on sales policy decisions
    • Management dashboards
    • Enforce policies on ANY entity
    • AI insights telling you why you are winning / losing deals
 

UNIQUE NEEDS?

Contact one of our partners

For big projects or very unique needs where you may need implementation help, reach out to one of our partners. All our partners are trained in our products and experienced in delivering customisations to meet unique needs.

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