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4 Reasons Sales Teams Love Microsoft Dynamics 365

Dynamics 365 sales dashboardIf you’re involved in the sales side of your business, you know how difficult it can be to stay organized and effective in your approach. Each customer is unique, so how can you create unified strategies that will win them over?

The importance of a memorable, personalized customer experience increases every day, and that experience truly begins with your sales team. With the right software solution for sales management, you can learn more about potential leads, become more efficient in your allocation of resources, increase your sales, and set up an amazing customer experience right from the start of your interactions.

Microsoft Dynamics 365 for Sales (or Dynamics CRM) is designed to help your sellers compete and thrive in today’s market. With Dynamics 365 for Sales, you can:

1. Track more customer info

The LinkedIn Sales Navigator is a tool embedded within Dynamics 365 for Sales that works to help you learn about potential customers, interact on social media, and build relationships based on personalized content. The Dynamics 365 for Sales Relationship Assistant compiles information from LinkedIn Sales Navigator and Office 365, so you simply need to view a customer profile in order to immediately see helpful information such as email engagement, mutual contacts, and recommended next steps.

Dynamics 365 for Sales also includes interactive organization charts that incorporate data across multiple applications to help you track the structure of the customers’ business. You can use this information to identify top decision-makers, learn who will benefit most from a successful sale, and be confident you’re contacting the right people.

2. Gain visibility into next steps

Use action cards to customize the insights and alerts you receive, such as completed sales, marketing engagement, or a prospect switching jobs.  Dynamics 365 for Sales includes real-time, interactive dashboards with drill-down capabilities; you can track and quantify progress towards your sales goals, making it easier to reach your mark or to course-correct as needed.

You can also use the application’s built-in AI engine to receive contextual insights and recommendations for the next steps that will drive success. Use Office 365 and Dynamics 365 Business Central tools to easily collaborate with other members of your team and ensure everyone understands the big picture behind your sales strategies.

Additionally, Dynamics 365 for Sales makes it easy to connect with partners and build channels by sharing information about cases, opportunities, and more.

3. Experience a streamlined user interface

Dynamics 365 for Sales offers context-based guidance for users, a simple interface, and tight integration with Office 365 tools. The ease-of-use means a quicker training period for new sellers during onboarding, as well as higher adoption rates among existing employees.

Microsoft Office 365 applications such as Excel and Outlook work seamlessly with Dynamics 365 for Sales, which means your sellers can experience a seamless, comprehensive set of applications that all work together to meet your needs. Dynamics 365 for Sales also includes mobile access for on-the-go insights. To motivate your team, you can create game-style contests that will add some extra fun while simultaneously holding everyone accountable.

4. Customize and integrate your applications

The no-code visual editors make it easy to create and deploy applications that can customize Dynamics 365 for Sales to meet your specific business needs. Additionally, because all Dynamics 365 solutions are cloud-based, your business can gain the benefits of the cloud, including tighter security, no need for on-premises hardware, and easily applied updates.   

As mentioned above, Dynamics 365 for Sales also connects seamlessly with many other Microsoft and third-party applications. For example, everything can be integrated between Dynamics 365 for Sales, Dynamics 365 Business Central, and Office 365, so all of your information can be gathered, shared, and used to make informed decisions for the future of your business.

Want to learn more?

Dynamics 365 for Sales can benefit your organization’s sellers by helping prospects move through the pipeline and improving the customer experience you can provide. Contact us today to learn more about using software solutions to improve sales and gain more visibility.