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SOS for D365

Technical Sales Development (TSD)

SOS helps Sales Teams qualify & manage deals more effectively & increase win-rate and revenue!


"SOS for D365" Helps Sales Professionals Sell, and Sales Managers Manage, and D365 Partners With D365 for Sales Success!

SOS for D365 is extremely visual and easy to use, and dramatically depicts various aspects of a sales opportunity.
  • The Opportunity Snapshot Assessment® focuses on nine key qualification criteria.
  • The decision process is graphically depicted with an Influence Map, consisting of an overview of key client executives and other stakeholders involved with the customer buying process.
  • The Competitive Strategy, Value Proposition, and Action Items sections are used to move the deal forward to closure.
SOS for D365 from AppSource is only available for v9 and supports the Unified UI, however, if you are on-premises or on an earlier version of D365 for Sales, please contact us at SOS is accompanied by a fast-paced interactive 2-part vILT workshop which teaches the SOS Methodology, the tool, and most importantly, the mind-set around Consultative Selling. *FREE TRIAL - Install the App and try the Snapshot portion of SOS for D365 (9 Key Criteria for Qualification and Discovery) for free for 14 days. The other 4 parts of the App can be enabled as well and/or the trial extended after a