Microsoft Dynamics 365 for Sales is a modern, intelligent, and extremely intuitive software solution to empower your sales team and drive growth. As part of an enterprise resource planning (ERP) initiative, it supports a critical part of the customer journey.
Work smarter, close faster
With Dynamics 365 for Sales, your employees can use built-in digital-intelligence and automated business processes to maximise your sales team’s performance and increase your revenue. approach leads armed with a wealth of information, and use analytics and automation to improve decision making and efficiency.
While other solutions improve certain parts of the sales process, Dynamics 365 for Sales actually crunches the numbers for you. It processes the data your sales team enters and provides actionable recommendations on the next step they should take.
How Dynamics 365 for Sales Works
Sales teams thrive on personal engagement. Often, with a basic customer relationship management (CRM) system, there simply isn’t enough information to make those connections happen. And if there is, your sales team in the field can’t access it quickly enough to use it.
Microsoft Dynamics 365 for Sales is different. It’s bigger and broader, with a suite of integrated tools that enable businesses to optimise their business development processes and win more business; from lead tracking, opportunity management, sales process flows, account and contact management, activity management and project quotes, these tools are designed to support your sales team in gathering leads and converting them. Thanks to robust cloud access, Dynamics 365 for Sales provides information in an instant on desktop or mobile, and offers innovative ways of displaying and storing that data when time is of the essence.
Dynamics 365 for Sales is intelligently organised to separate leads from known or historic contacts. That helps the sales team to quickly pick out established contacts from new ones. Every touchpoint that the team has can be recorded, and the client’s status can be changed easily as the relationship develops.
Dynamics 365 for Sales even integrates social media information to provide vital background on an individual’s experience and level of decision-making authority. That makes your salesperson’s job easier, and it also helps them to get more done in less time. All of this information is sourced from LinkedIn, a huge database of potential leads ready to be analysed.
Building Your Ideal Sales Team
ERP software helps you to seamlessly unify business processes. But it’s crucial that the system is correctly set up to reflect the way that your business works.
That’s particularly important for the sales pipeline when you need to hit the ground running.
Fortunately, Microsoft Dynamics 365 can be customised to offer a workflow that is as simple or as complex as your underlying process.
By default, Microsoft Dynamics 365 for Sales supports a long sales pipeline with many different touchpoints and statuses. For a small business, this is likely to be overkill. You’ll get started quickly, and continue efficiently, if you remove the parts of the pipeline that you don’t require.
That’s not to say that we recommend a no-frills approach. One of the most fun aspects of Dynamics 365 for Sales is the “gamification” area, including team competitions that inspire your sales staff to push each other to succeed.
You can even route ongoing sales leader boards to video screens in your office so that everyone is motivated in real time.
Getting Support With Your Deployment
Microsoft Dynamics 365 can be used in the office or on the go. Its apps support focused online and offline working, and its potential for customisation is almost endless. To make the most of it, you need a partner that can analyse your existing processes and create a sales workflow that supports and improves it.
QUANTIQ is the leading Dynamics 365 resale partner to support your business on this crucial journey. To find out more, look at some of our recent success stories.