Why Dynamics 365 Sales?
Dynamics 365 Sales is an integrated, AI-built sales automation system that enables you to better understand customer needs, create more effective interactions, and build relationships with your customers, whether you’re using a PC or Mac, a mobile phone, or a tablet, to manage customers and deals anytime, anywhere, on any device, and close sales quickly From lead generation to order, review the activity journey, provide intelligent suggestions, and discuss topics with customers. and reach out to people who can introduce you to customers. Establishing promotion-linked campaigns also allows you to build marketing lists and campaigns, and even track cases where your service is associated with a specific customer or opportunity.
- Through historical data and forecast information, proactive real-time analysis of sales data provides in-depth information and evaluation of sales performance, thereby improving sales team performance, and optimizing sales strategy through relationship health scores.
- Provide monitoring results and opinion responses, as well as real-time guidance.
- Leverage Excel and pre-built templates for sales analysis without leaving Dynamics 365 Sales.
- Guided business procedures to understand the steps taken to accelerate closing. These business processes are tailored to the needs of the organization.
- Manage clients and trades anytime, anywhere, on any device (phone, tablet, PC or Mac).
- Accelerate productivity with familiar tools. Dynamics 365 Sales is combined with Office 365 apps to make it easier for users to get started.
- With SharePoint, documents such as presentations or notes can be stored and viewed in the context of the record, so that anyone working on the opportunity can view them.
- There is no need to switch between applications to open sales data via Excel, make changes and save it back to Dynamics 365 Sales.
- With or without a price list, salespeople can add existing products to opportunities, quotes, orders, and invoices on their own.
- Salespeople can quickly view and edit product content.
- System administrators can use additional customization options in price list items on their own.
- Business Card Scanner: Make an integrated business card scanner available for salespeople to scan business cards from mobile devices or the web.
- Lead management experience enhancements.
- When a sales rep selects an existing contact or account when creating a new lead, the contact and company related fields are automatically populated.
Use contextual insights to sell smarter
- Use lead and opportunity scoring to increase conversion and closing rates.
- Existing emails and collaborative relationships with potential customers are introduced to improve response rates.
- Use email communication to give salespeople a clear idea of how to interact with customers.
Use authentic and personalized interactions to build relationships
- Empower sellers to build trust with LinkedIn Sales Navigator integration, combining relational data and processes to manage relationships at scale.
- Gain access to potential customers and profiles with the LinkedIn Sales Navigator integration.
- Use an interactive org chart to track customer contacts and identify potential relationships and influencers.
Free up more time to sell
- Use Content Prompts to suggest new records to be established when salespeople enter notes, minimizing routine work.
- Use a sales playbook with repeatable winning selling techniques and relevant references.
Increase sales productivity with tools that work smoothly
- Share customer information and files with chat, meetings, files and business app capabilities through Microsoft Teams.
- Convert text by scanning business cards to reduce manual data entry.
- Use modern mobile apps and familiar tools to work seamlessly with Dynamics 365 Sales to increase seller productivity.
Improve sales performance
- Through the system’s professional sales analysis and historical data reports, we help sales managers improve sales performance.
- Discover emerging customer needs, competitive dynamics, and market trends with AI-driven insights.
- Proactively identify risky trades, gain visibility into conversations, and provide actionable feedback with built-in coaching tools.