September 11, 2024
Author: Rowley Luo
Functional Architect, Dynamics 365
Business Applications & Data Modernization
Long View
Dynamics 365 Sales is a powerful customer relationship management (CRM) tool that can help businesses of all sizes improve their sales processes and drive business growth. Whether you're a small business looking to streamline your sales activities or a large enterprise seeking to increase sales productivity, Dynamics 365 Sales offers a range of features and capabilities that can help you achieve your goals. In this article, we'll explore 10 reasons why you need Dynamics 365 Sales, including its ability to centralize customer data, streamline sales processes, provide real-time insights into sales performance, and integrate with other Microsoft products, among other benefits.
Centralized customer data:
Dynamics 365 Sales allows you to manage prospects, new customers and returning customers and other business stakeholders (i.e., competitor, vendor, consultant). The tool collects data from a variety of sources, including customer interactions, social media, marketing campaigns or other systems. This data is stored in a centralized database, providing a single source of truth for your sales team. You can store all your customer data, including contact information, purchase history, and communication history.
Sales pipeline management:
The platform allows you to track the progress of sales pipeline from lead to opportunity at the milestone stages. It enables you to score leads based on their likelihood to convert and to automatically route leads to the appropriate sales rep. It also provides talking points and suggest upcoming activities that guide sales reps to move forward leads or opportunities. Leads and opportunities records are easy to be reassigned and shared among salespersons or teams.
Sales forecasting:
The platform provides analytics tools that allow you to forecast future sales based on historical data. It helps you to forecast future sales by sales region, product, organization reporting structure and track goals and performance at real-time with setting KPI by sales teams and sales persons.
Collaboration:
Dynamics 365 Sales facilitates collaboration between sales reps, enabling them to share information on communication, interaction, notes, or comments. Lead, opportunity, customer record can be shared in Microsoft Team channel for collaboration.
Mobile features:
Dynamics 365 Sales provides a mobile app that allows sales reps to access customer data and sales information with or without internet connection. It can send push notification to sales reps when important events occur, task due etc. It allows sales reps to input data using voice-to-text functionality, making it easier to capture important information while on the go. It can capture images of products, or other relevant materials, and attach them to customer records within the app. Scan and read customer business cards and create lead, or contact within the app.
Outlook Integration:
Dynamics 365 Sales tracks emails sent and received by sales reps, allowing them to see when a customer has opened an email or clicked on a link. The integration enables sales reps to create and send emails directly from within Dynamics 365 Sales, without having to switch between applications; Task, Email, Meetings, Appointment, Contacts can be synchronized in both applications, ensuring that sales reps always have the most up-to-date customer data and can easily schedule and manage activities.
SharePoint integration:
Dynamics 365 Sales has Out-Of-The-Box integrated with SharePoint document libraries, allowing sales reps to easily access, store, and collaborate on customer documents, such as proposals, contracts, reports, sales literature documents, with team members within and outside of the organization. SharePoint provides secure access to customer documents, ensuring that only authorized personnel can access sensitive information. This helps to maintain customer privacy and compliance with data protection regulations.
Business Central integration:
Dynamics 365 Sales Out-Of-The-Box integration with Business Central enables the synchronization of sales and financial data between the two systems. This ensures that sales reps have access to the most up-to-date customer and financial data and can more effectively manage their sales activities. Sales reps can access customer contact information, purchase history, credit limits within customer record in Dynamics 365 Sales. They can also view inventory levels, product information, and create quote within Dynamics 365 Sales and send quote to Business Central automatically. These features help to reduce errors and increase productivity by eliminating the need to switch between applications.
Power BI Reporting:
Power BI allows you to create customized dashboards that provide a high-level overview of your sales performance. You can include key performance indicators (KPIs), such as revenue, pipeline value, and win rate, to help you quickly identify areas that require attention. Power BI allows you to share reports and dashboards with your team, enabling collaboration and ensuring that authorized users have access to the same information. These reports can be accessed from mobile devices, allowing you to stay up to date on your sales performance from anywhere.
In summary, Dynamics 365 Sales offers a wealth of features and capabilities that can help businesses of all sizes streamline their sales processes, centralize customer data, and drive business growth. Its integration with other Microsoft products, such as Outlook, SharePoint, and Business Central, enables businesses to create a seamless end-to-end sales process. Moreover, its integration with Power BI offers the ability to visualize data in real-time and gain powerful insights into sales performance. Additionally, Dynamics 365 Sales can be extended with the Power Platform, which offers tools for creating custom apps and workflows, and with Power Automate, which provides automation capabilities for repetitive tasks. With all these features and capabilities, Dynamics 365 Sales is an indispensable tool for any business seeking to improve its sales processes and drive growth.
If you would like more information, please contact [email protected].
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