4 Ways of Streamlining your Sales Processes with Dynamics 365
A connected solution to accelerate sales
Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It comes with digital selling capabilities with prebuilt intelligence that equip sales teams with adaptive guidance to better serve customers.
- Connect your sales processes, tools, and data: Reduce busy work and free up sellers’ time with easy-to-use tools that boost productivity and results.
- Make smarter selling decisions: Use AI-driven insights in Dynamics 365 Sales to guide sellers with specific steps to move deals forward.
- Get up and running fast: Meet your unique business needs with an adaptable sales solution that is easy to customize and works with your existing systems.
Efficient Sales Processes
Enhance your sales by automatically mapping established processes as workflows and controlling them. You can reduce sales cycles by reducing administrative manual tasks and increasing the active sales period.
Increase the productivity of your sales team by automating all your sales processes with Microsoft Dynamics 365 Sales. It helps in enhancing your sales by automatically mapping established processes as workflows and controlling them. You reduce sales cycles by reducing administrative manual tasks and increasing active sales periods while also increasing sales opportunities. Dynamics 365 Sales offers a predictive forecasting feature, which can analyze past data, recognize seasonal trends to guide and forecast your sales metrics. To improve the accuracy of sales predictions and streamline planning, use the intuitive seller-generated projections that are reinforced by predictive forecasting. With straightforward, vendor-generated estimates filled with predictions, you can streamline planning and improve forecasting accuracy. With AI-driven insights, you may learn about and understand the newest client needs, competition dynamics, and industry trends. Improve sales performance by providing greater transaction insights, relationship analytics, and conversation intelligence to sales teams.
Sales Accelerator helps sellers to sell smartly, by building a strong and prioritized pipeline, offering context, and surfacing automated recommendations throughout a sales sequence.
The Sales accelerator by Dynamics 365 gathers information from multiple sources and lets sellers focus on how to best approach their customers. It helps sellers to sell smartly, by building a strong and prioritized pipeline, offering context, and surfacing automated recommendations throughout a sales sequence that helps to speed the sales process. By using the Sales accelerator, sellers can prioritize their customer list in a fast and easy way by using an intelligent worklist. The worklist helps sellers reach out to the next best lead or opportunity by displaying relevant sales information and customer context that's available immediately, which helps make every communication more successful. Sales managers can use the sequence designer to configure sequences of activities that define steps to help sellers prioritize their activities for the day, be productive in their jobs, and focus on selling.
Integration with Microsoft Tools
You can seamlessly integrate with other Microsoft Extensions to get a comprehensive view of all your sales accounts, orders, and transactions.
You can access all of your data in Microsoft Dynamics 365 and Microsoft Dynamics CRM, including standard objects as well as custom objects and fields, using the Microsoft Dynamics 365 Sales and Service connector. You can seamlessly integrate with other Microsoft Extensions like Business Central, Power BI, Dynamics GP, and NAV, along with Office 365 to conduct business efficiently. Dynamics 365 Sales gives you a comprehensive view of all your sales accounts, with data pulled directly from Business Central. You may quickly and easily generate a quote, add line items, and activate the quote from within a specific account. After you've prepared your quote, Dynamics 365 for Sales makes it simple to turn it into an order. The order details are instantly delivered to Dynamics 365 Business Central once you've submitted your order. As a result, the sales order will appear on the associated customer's account page in Business Central right away. This saves several intermediate steps in between. You can also integrate with Microsoft outlook where you can access and create records related to leads, opportunities, and customers without ever leaving your email inbox.
Drive Customer Engagement
Dynamics 365 Sales can assist you in identifying the appropriate leads or possible clients for your company. From lead generation to tracking sales processes you can get a complete view.
Dynamics 365 Sales makes communicating with leads and customers far easier with useful insights and thorough analytics. Dynamics 365 Sales can assist you in identifying the appropriate leads or possible clients for your company. It will give you real-time insights about existing and new clients, and it will boost sales efficiency by focusing time and effort on the most important leads. From lead generation to tracking sales processes you can get a complete view of customer interaction. Dynamics 365 Sales comes with integrated data analytics and a user dashboard to coordinate your marketing campaigns with your clients' individual needs. It will help you in bridging the communication gap between you and your clients, reducing unnecessary paperwork. Dynamics 365 Sales will aid in the development of relationships and the growth of revenue.