How Dynamics 365 Can Help Your Sales Team Thrive

 If your organisation is currently in the market for a new CRM solution, Dynamics 365 for Sales can help your sales team supercharge the sales cycle, boost productivity and improve customer insights.

The author of this page: James Donohoe
James Donohoe, Microsoft Business Applications Account Manager Jun 21, 2022

Following the impact of the global pandemic, it appears one aspect that will remain with us is the heavier reliance on technology with new remote and hybrid experiences for users on a professional and personal level. During the pandemic, brands worked harder than ever before to reach and personalise customer interactions but as we return to a more normal or hybrid working environment, customers continue to expect a high standard of customer service with 93% of customer service teams noting that customers have higher expectations than ever before.

Increased online interactions have led to more data being generated which in turn increases the need for robust data storage and analysis to allow this data to help support future customer interactions. With this, many companies need a solution that can help manage the customer life cycle and unify data such as a Customer Relationship Management (CRM). It is likely if you are on the market for a CRM solution you have already heard of Dynamics 365 for Sales, known for being one of the top 5 CRM platforms in terms of market share and recognised as a leader in Gartner’s Magic Quadrant. Dynamics 365 is a suite of business management applications by Microsoft offering core business solutions such as CRM or ERP. Each product under the D365 umbrella can work as a standalone solution or they can be bundled to create an end-to-end business solution. Dynamics 365 for Sales is one of the solutions under this umbrella and works as a cloud-based CRM solution that can help organisations accelerate sales performance, build stronger customer or client relationships, and deliver real-time sales insights. Below we explore some of the top ways in which Dynamics 365 can help your sales team thrive.

Optimise All Sales Processes

D365 for Sales optimises the entire sales cycle allowing your team to work and sell more efficiently through the automation of repetitive sales processes, allowing users to map out standard workflows leading to time savings. In addition, D365 for Sales can deliver real-time visibility on sales performance where users can set up interactive charts, dashboards or graphs to track sales performance and relevant KPIs day-to-day. Forecasting can also be streamlined with increased accuracy using D365’s built-in AI capabilities to view deal flows or trends. There is also AI-powered conversation intelligence and an assistant feature that tracks your activities and delivers actionable insights to users. Further, D365 can increase team collaboration by providing a unified platform to collaborate with other team members.

Efficient Lead Gen and Management

Lead generation and management become easier with D365 for Sales. Users can import data from external sources or as a single import or as you need it. Qualifying leads can be easier managed too with D365 as it has functionality that makes it easier to plan, manage and host events for prospects such as live demos to presentations. Users can track qualified leads through the sales funnel and create gated stages with set rules to ensure leads can only progress to the next stage when they have met set requirements. Pre-defined rules also help automatically D365 score leads too. For more marketing-based functionality, D365 for Marketing seamlessly extends the D365 for Sales to cater to marketing activity and functionality.

Improved Customer Engagement

Dynamics 365 for Sales allows your sales team to have access to all lead and opportunity data, customer information and historical actions in a single space. Having this data accessible quickly and easily can support the sales team in building long-term relationships with customers and accounts through staying connected and delivering personalised interactions in turn improving customer retention. Users can easily schedule emails with personalised relevant updates to customers or nurture communications to help keep connected to the customer. LinkedIn Sales Navigator integrates easily with Dynamics 365 for Sales to deliver further customer insights. As a cloud-based solution, your sales team can work from anywhere at any time. There is also a D365 Sales mobile app with functionality to make working on the go easier.

Seamless Integration & Scalability

As a Microsoft technology, Dynamics 365 integrates seamlessly with all Microsoft solutions. Popular integrations are other applications under the Dynamics 365 umbrella such as D365 for Field Service, D365 for HR, D365 for Customer Service and D365 Business Central. Power Platform is also another solution that works well with Dynamics 365 for Sales with users often embedding Power Apps and Power BI Dashboards within the solution. There is also a robust integration with Microsoft 365 component Outlook to sync data and allow for email tracking and even record updating from Outlook. With seamless integrations such as this comes easy scalability allowing organisations to scale the solution and extend capabilities in line with business needs. The ease of scalability also comes down to D365 being a cloud-based solution.

If you would like to learn more about how Dynamics 365 for Sales can help your sales team thrive, get in touch to speak to a specialist.

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