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Dynamics 365 In depth – Sales

Selling in 2017 is very different in comparison to a decade ago. Your prospects are smarter, armed with more information than ever before and are fatigued by years of tedious sales tactics.

You need to get your act together. And you need to make sure your sales team have their act together too!

Dynamics 365 for sales has the potential to help you build better relationships with your customers, by helping you work smarter.

What is Dynamics 365 for Sales? 

It’s part of the brand new Dynamics 365 suite that’s on it’s way to the UK very soon. It’s already out in the US and it’s been really well received over there.

Dynamics 365 for sales is centered around three fundamental principles:

Comprehensive contact management

In order to provide a unique customer experience, you need a centralised system that can provide your sales team with detailed, accurate information of all customer interactions and details. The first impression of your company needs to be one of a reliable, trustworthy and knowledgeable business.

You won’t be giving this impression if your staff are rummaging around for customer details. And you certainly won’t be giving this impression if every time your customers speak to your salespeople, they’re rehashing details they’ve already been through with somebody else.

Contact management is a key part of any CRM and Dynamics 365 for sales doesn’t fail to deliver.  It features everything you’ll need to give your customer the best possible customer experience, to make your business efficient and memorable.

And the best thing about all of this – the accounts and details you have on your customers are stored centrally, so everyone can access a copy of the same information, eliminating potential confusion.

Bolster your mobility and productivity

You have clients located all over the planet, with a whole host of timezones you have to keep track of. You need tools that you can access anywhere, anytime by any of your sales team.

Thankfully Dynamics 365 for sales has all of that figured out. It leverages cloud technology to host a platform that can be accessed anywhere, at anytime on a bunch of devices. Your salespeople will be able to connect to Dynamics 365 using desktop, mobile and tablet. They’ll be able to head out to meet clients and have a direct link to key information.

They’ll also be empowered with a rich suite of productivity tools including integration with Office 365, Skype for Business and One Note, keeping them working whilst on the move.

Deeper insight into your business

Your business generates a lot of data. And having the tools to understand and interpret the data is key to growing and improving your business. You need to understand what’s working and what isn’t working with your sales approach and you need that data quickly.

Dynamics 365 for sales has a raft of dashboards and reporting tools that’ll help you to make sense of all of this. They’ll work out of the box and they’ll collate all your sales data in a flash. You’ll be able to review the performance of your sales team, with the functionality to drill down into key metrics, like leads converted, open leads and total revenue. You’ll get full visibility of your sales pipeline with the ability to take corrective action in the event of something going awry.

What’s next?

Next week we’ll be looking at each of these in a bit more detail. We’ll show you exactly how your business can be more mobile, and can deliver a superior customer service with Dynamics 365 for sales.

What do you want to see from our Dynamics 365 series? Any burning questions about any specific part of Dynamics 365? Let us know in the comments below.