Now achieving growth targets, generating leads, and heightening the account value for your sales teams is made accessible and convenient than ever before. Dynamics 365 merges the latest ERP technology and Microsoft CRM to help you win customers effectively. If you’re looking to further the dynamics of your sales team and get them to meet or exceed targets, get savvy with Dynamics 365.
1.Account Management
This feature helps you connect with sales teams across different locales to the shared account of a customer. As a sales individual you have access to each account. You can also keep track of the hierarchy in CRM across multiple locations to understand the relationship of contact levels and group companies as well.
2.Renewing Contracts
Dynamics 365 assists the sales team in effectively handling the renewal of contracts and agreements which helps increase revenue in the likes of income from licenses, maintenance, and support agreements.
3.Capturing Web Leads
Dynamics 365 uses third-party methods to integrate with web forms. This automatically imports registrations, downloads, enquiries, and other online activities easily. In fact, Dynamics 365 uses these precursors to initiate workflows that send mail notifications to help plan follow-up schedules. Viable communication techniques like these help get the sales process rolling quick and easy.
4.Goal Management
It’s essential for sales teams to gauge their progress against their goals to understand their shortfalls and areas of improvement. Dynamics 365 helps create a benchmark to assess your sales performance using simplified charts, reports, and dashboards. This real-time monitoring keeps you on track to achieve individual and team goals.
5.Email Marketing
With the Dynamics 365 by their side, sales teams today can get an in-depth insight into customer behavior. This means they are better equipped when making calls to customers since the sales team can steer the conversation in a favorable direction that’s beneficial to the customer. For what it’s worth, Click Dimensions and Dotmailer are part of the packaged Dynamics 365 e-marketing integration.
6.Product Management
Knowing why a sales transaction failed or proved beneficial with Dynamics 365 helps you understand strengths and shortfalls. It essentially makes it convenient for the team to compare results from current and prior sales patterns. Going forward, this highlights the win versus loss ratio of a product or service surfacing because of upcoming competitors, quality issues, or pricing.
7.CRM On-the-Go
The mobile CRM platform in the Dynamic 365 platform allows you to stay connected at all times. Whether you’re onsite or offsite, there’s no communication gap and the sales staff can access any information – customer, customer data, opportunities, etc., on their mobile devices from anywhere.
8.Routing Leads
An otherwise manually tedious process, the Dynamics 365 accumulates leads from information-rich sources and automatically routes them to the concerned sales person. Using data stored in Dynamic 365, you can set the routing rules based on account status, location, product or any other criteria you deem fit.
Bridging Gaps in Sales Efficacy
Did you know that the Dynamic 365 can import all kinds of data from list providers or external data sources as a one-off import? This allows you to access each relationship from one interface. That’s not all, Dynamic 365 is flexible to manage, plan, and follow-up business strategies effectively.
It also allows the team to keep tabs on customer concerns and engage in positive interaction. This can promote sales conversion by turning a contact into a flourishing sales opportunity. These are just few aspects from a long list of must-have features; there’s plenty more to explore and experience.
