B2B services and consulting
Track leads, accounts, engagements and decision-makers throughout often lengthy sales cycles.
Dynamics 365 Sales · Industry CRM
A sales CRM shaped around the reality of each industry
The same foundations — leads, accounts, opportunities and activities — take a different form in every business. Dynamics 365 Sales structures that reality without forcing teams into a generic process.
- Tailored
- adaptation to your industry
- 1
- adaptable CRM foundation
- 360°
- customer relationship view
Where sales CRM creates the most value
Different industries, one sales requirement
The industries below are examples, not an exhaustive list. CRM becomes especially valuable when lead volumes grow, sales cycles get longer or several stakeholders take part in the decision.
This selection is not exhaustive. We adapt Dynamics 365 to other industries after reviewing your business processes and constraints.
B2B industry and manufacturing
Coordinate salespeople, distributors and technical teams around opportunities and quotations.
Banking, insurance and brokerage
Centralise interactions, cases, renewals and opportunities at customer or portfolio level.
Real estate
Connect buyers, sellers, investors, properties and mandates in one consistent sales process.
Distribution and wholesale
Give teams an actionable view of accounts, pricing, quotations and ERP-connected orders.
IT, software and telecommunications
Manage complex sales, subscriptions, renewals and partners through a shared pipeline.
Construction
Track tenders, projects, specifiers and stakeholders from early detection through award.
Luxury and jewellery
Build personalised relationships with VIP customers, boutiques and high-value sales.
Private education and recruitment
Organise candidates, employers, enrolments or placements with controlled stages and follow-ups.
B2B healthcare
Structure account development for laboratories, device manufacturers and professional service providers.
The common foundation
What Dynamics 365 Sales structures across every industry
The language changes, but the sales journey remains visible and measurable from first interaction to long-term growth.
- 01
Centralise
Leads, contacts, accounts and interaction history.
- 02
Qualify
Need, potential, priority and next action.
- 03
Manage
Opportunities, forecasts, activities and ownership.
- 04
Grow
Renewals, cross-selling and customer retention.
Controlled adaptation
Your business shapes the CRM, not the other way around
We start with your sales cycle, roles and data. Terminology, stages and dashboards are then adapted to your industry without multiplying unnecessary custom developments.
- Clear sales process and responsibilities
- Useful data identified before configuration
- Optional connections to ERP, e-invoicing and Power Platform
Frequently asked questions
Choosing a CRM for your industry
Is Dynamics 365 Sales suitable for every industry?
It is most relevant for organisations that need to structure leads, accounts, opportunities, activities and multiple stakeholders. A very simple sales process may sometimes be better served by a lighter tool.
Do we need a fully bespoke CRM for our industry?
No. We favour standard Dynamics 365 configuration, then adapt only the stages, data and automations that deliver genuine business value.
Can the CRM use our industry terminology?
Yes. Labels, forms, views and sales stages can be adapted so users work with the terminology they already understand.
Can Dynamics 365 connect to our ERP or industry application?
Yes, provided the application exposes suitable interfaces. Scoping defines the data exchanged, system of record, frequency and responsibilities of each party.
Do you also support other industries?
Yes, provided Dynamics 365 fits your processes. The industries shown are examples: we review your sales cycle, data and constraints before confirming the right scope.
How do we know whether our business genuinely needs a CRM?
Common signals include scattered spreadsheets, missed follow-ups, unreliable forecasts and customer knowledge held by only a few individuals.
Your industry has its own constraints
These examples do not limit the industries we can support. The right criterion is the complexity of your sales relationship: show us your process and we will assess whether Dynamics 365 is a good fit.