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Manage Leads and Close More Sales with Microsoft Dynamics 365 Sales

Enterprises worldwide operate with business tools like email and Excel or might prefer to use a homegrown sales solution that requires upgrades. Perhaps businesses need advanced ERP (Enterprise Resource Planning) solutions and a better toolset for the sales team to perform efficiently.

This article would help organizations understand how Dynamics 365 Sales tools can improve business development performances and sales processes.

Access through a web browser interface, embedded within Microsoft Outlook, or available through smart mobile apps, Dynamics 365 Sales helps organizations gain a 360-degree view of critical business development practices, maximize revenue opportunities, and collaborate across teams more effectively.

Microsoft Dynamics 365 Sales Features

Dynamics 365 Sales solution ensures Next-Level CRM (Customer Relationship Management) capabilities to help organizations optimize business development processes and win more business.

Lead Tracking Track prospects and leads capable of qualifying into an active sales opportunity to follow and close.
Opportunity Management Analyze and manage sales pipeline while tracking potential sales proposals and thus ensuring more revenue opportunities.
Sales Process Flows Leverage business process flow to automate sales processes, business development activities, notifications, and approvals.
Account and Contact Management Monitor and manage clients’ contact information and integrate data through LinkedIn.
Activity Management Convert serious leads into sales easily with integrated activity tracking and reminders.
Competitors Build innovative business strategies while keeping a close eye on competitors’ activities.
Project Quotes Take full advantage of unique business roles, rates, and work plans to generate quotations and estimates for projects and services.
Sales Literature Access a complete range of relevant sales literature to ensure consistency while engaging and communicating with clients and prospects.
Dashboards and Analytics Integrated dashboards and analytics help identify trends and analyze customers and sales data.
Outlook Integration Drive productivity and ease of use with a seamless and secure flow of information flow between Dynamics 365 and Microsoft Outlook.
Embedded Collaboration Collaborate with organization-wide teams on potential sales pursuits through Office Groups, OneNote, SharePoint, and Yammer.
Integrated Communications Initiate conference calls, manage emails, and share messages with colleagues through integrated Skype for Business.
Mobile Access Use purpose-built cross-platform mobile applications to access and update critical information.

Selecting the Right Microsoft Dynamics 365 Sales Solution Options

Microsoft introduced the concept of solution selling around 2010, and the existing set of software tools is the direct outcome of this thought. Based on customers’ needs during these years, Microsoft has developed four Microsoft Dynamics 365 Sales solution types. They are actually 4 different license types for Dynamics 365 Sales and includes Professional, Enterprise, Premium, and Relationship Insights.

Each option fits a different business case, and it is good to understand which one would suit your organization’s needs.

Sales Professional

The application helps businesses enhance basic sales capabilities, including lead and opportunity management, through basic product, price list, quote, order, and invoice workflows. Sales Professional takes lesser project time to set up and deliver team-based sales functionality.

The solution is best for smaller organizations that are new to sales software, need limited sales features, and expect minimal or no changes to the business software.

Sales Enterprise

Along with the primary sales capabilities found in Professional, the tool offers a customizable environment and advanced sales tools, including sales goals, forecast management, and complex product hierarchies. Additionally, the platform allows for custom tables, forms, and views, which are limited in Sales Professional.

The tool is viable for organizations with established sales teams looking for more enhanced features.

Sales Premium

The platform includes features available within Enterprise, while embedded artificial intelligence (AI) capabilities help turn the data into a meaningful sales experience. With AI- enabled forecasts, pipeline, and product analysis, and an in- built phone dialer, businesses can simplify the data collection process and add value to the data outputs.

The tool is the best fit for the organizations that have determined AI as an absolute requirement and not just a need.

Relationship Sales

Last, but not least, Microsoft Relationship Sales embeds LinkedIn Sales Navigator and all Enterprise capabilities that allow enterprises to improve lead generation while building meaningful relationships. Additional insights—such as a connection switching an organization—can help businesses build insightful sales strategies.

The solution supports the needs of organizations that grow support sales through connections and relationships.

Leveraging the apt Microsoft Solution, including Microsoft Dynamics 365 for sales, for desired sales output, sales teams can stay focused on the right customers and priorities; win quicker by collaborating with colleagues, and build a trusted relationship with customers through personalized and meaningful engagements.

Next Steps

The next step is to engage with a Microsoft Dynamics specialist to demonstrate the solution. Connect with the team Dynamics Square for a guided discussion and a customized view of these Sales solutions matching business needs.

Learn: 10 Common E-business Mistakes To Avoid In 2022

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