What the module solves

Company data about customers is often searched for in external systems and then copied into CRM by hand. This is time-consuming and costs sales teams valuable time.

The Saleskit module for Dynamics 365 Sales takes over this work. It connects information from Saleskit directly with customer records in CRM, so sales reps can work with up-to-date company data right in the environment they use every day.

How it works in practice

Company update in a single click

A Saleskit button is available on the company record. It loads the available details from Saleskit and automatically fills them into the relevant CRM fields.

Sales reps don't have to search for details in an external system or copy them by hand. A single click is all it takes to transfer the information from Saleskit directly to the company.

Automatic updates with no effort from sales reps

The module also offers automatic batch updates of companies. You can set how many customer records should be updated automatically each day. Within this defined range, the system then regularly loads up-to-date information from Saleskit and updates the data directly in Dynamics 365.

Sales reps don't have to think about data updates or start them manually. CRM updates continuously in the background, and customer information stays up to date.

Less admin, more up-to-date CRM

Combining on-demand manual loading with automatic regular updates lets you adapt the use of the module to your company's needs.

Key benefits

• up-to-date company information directly in Dynamics 365 Sales

• instant data completion in a single click

• automatic daily updates of a defined number of companies

• no need to start updates manually

• less manual searching and copying of data

• unified, higher-quality customer data

• time savings for the sales team

• a continuously updated CRM database

Saleskit doesn't just add data to CRM, it also helps keep your customer database up to date in the long term, automatically and with no extra work for sales reps.

Who the module is for

The solution is suitable for companies that use Microsoft Dynamics 365 Sales and want their customers' company data to be always up to date and available directly in CRM.