How Dynamics 365 for Sales can help your business thrive

by Scarlett Jonathon Head of Marketing at DynamicsSmartz

The world of work has been severely affected by a global pandemic. COVID19 has irrevocably changed the way we live and work. The effects of the pandemic on industry and businesses continues to be felt.

Business process virtualization has become the new norm. Personal standards for daily tasks, like sales meetings, have largely disappeared leaving technology to take on more responsibility.

As more businesses go digital and all online activities generate ever-increasing amounts of data, businesses not only need to develop a robust and centralized solution that handles customer experiences, but also provide a source of truth that can be augmented with predictive analytics to ensure that the data generated can be used sensibly. For this reason, the Microsoft Dynamics CRM (Sales) solution is very popular.

Microsoft Dynamics 365 for Sales is a powerful CRM (Customer Relationship Management) solution to manage sales flow and obtain valuable customer insights. It enables users to customize automation, implement business rules, and guide them through best company practices as they go about their routine tasks.

Dynamics 365 for Sales can be integrated with Microsoft 365 (formerly Office 365) to improve collaboration and communication. It gives users access to rich relational data, such as hierarchies and established relationships, so they can get a comprehensive picture of how their company communicates.

Understanding your customer's needs and getting the message to the right person the first time are critical to a successful sales outcome. Dynamics 365 Sales equips businesses with the tools they need to analyze customer interactions and identify key stakeholders, allowing them to maximize every opportunity.

Dynamics 365 for Sales is more than just a CRM system; it's a scalable sales enablement solution that can be easily tailored to your company's goals and strategies. To gain access to more enhanced capabilities, D365 Sales can be seamlessly integrated with other Dynamics modules such as Customer Service and Field Service. AI and Mixed Reality apps are two examples of add-ons that can improve its capabilities in a variety of ways.

Key Capabilities

Microsoft Dynamics 365 for Sales is a cloud-based business solution that combines excellent ERP capabilities. Everything is seamlessly connected in one application, such that there is an organized flow of information across all business functions in the organization.

You also gain access to digital intelligence and increased visibility, which enables businesses to provide excellent customer experiences, improve operational performance, and accelerate growth.

Here are some of Dynamics 365 Sales' key competencies:

Understanding where your leads come from and how effective they are.
All activities and monitoring related to the sales pipeline.
Prioritization can be incorporated into the presales phase.
Improving your sales processes' quality, consistency, and adaptability.
Sales collaboration and internal information sharing.
Marketing and sales collateral can be easily shared.
Inventory management based on previous sales data.
Creating prognostic, interactive reports with real-time data.

Key Features and Top Business Benefits of Dynamic 365 Sales:

A Comprehensive Customer Profile

Dynamics 365 for Sales provides sales reps key social insights and business. Access to a streamlined sales process allows them to target the right contacts and prospects in the pipeline.

Salespeople can engage in meaningful interactions with customers by using detailed customer profiling and targeted information. Furthermore, they will be able to use contextual insights to close more deals more quickly.

Unparalleled Personal Engagement

You no longer have to waste time looking for even the most basic information. Your team's knowledge and experience can now be found in shared meeting notes, personalized sales documents, and events.

Furthermore, because these documents are made available in real-time, all team members have the opportunity to co-author them based on their expertise and understanding.

Outstanding Customer Engagement

Building long-term relationships and trust requires staying in touch with customers. And the key to accomplishing this is to provide your sales staff with not only complete but consistent customer information.

You must ensure that each salesperson is well-versed in their respective client's purchasing history, birthdays, anniversaries, family members' birthdays, and any other interests. When you provide your employees with all of the necessary information, they will be able to provide truly personalized customer experiences.

Improved Sales Performance

When you provide the sales team with the analytics they need based on real-time insights that you've collected, alongside the constructive and predictive information, it inspires and energizes the team to accomplish all of their goals and meet all their deadlines.

Besides, Power BI Q&A, dashboards, and contextual charts facilitate collaboration and knowledge sharing.

Digital Intelligence

Sales professionals can now have all the data they need to scale the business and increase pipeline growth thanks to automated lead scoring and predictive analytics. The sales app's integration with Office 365 provides the team with every tool they require at any phase of the sales cycle.

Improved Sales Productivity

With improved productivity, your sales team can work from almost anywhere in the world and on any platform of their choice. Sales professionals can use D365 in combination with Office 365 to better coordinate and exchange customer data in real-time, since they have a plethora of tools at their disposal.

The seamless integration of common business productivity tools like Outlook and Skype with D365 for Sales enables sales professionals to complete routine or mundane tasks like planning the day, scheduling meetings, attending online meetings, reviewing customer information, and so on in a matter of seconds.

Conclusion

Capitalizing on robust solutions such as Dynamics 365 Sales boosts revenue and helps you scale your business to new heights.

D365 sales empowers you to unlock new sales avenues and provide enhanced customer support. Use it in tandem with other modules and Power BI to maximize business benefits.