• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

May 27, 2020   Microsoft Dynamics CRM
crmnav How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients use, but it’s just as important to properly manage client connections and business relationships, and to catalogue communications and proposals sent to clients.

Manage longer sales cycles and proposals

Typically, the higher the dollar value, the longer the sales cycle. Depending on the type of service you offer, your sales cycles are probably longer than most, and the necessity to track what has been done in the past becomes even more important. Dynamics 365 Sales lets professional services firms tailor the sales cycle to their specific reality, as it probably involves quite a few more steps than just a quote and a follow-up.

A CRM solution lets all the various stakeholders involved through the sales cycle have access to the information they need to facilitate the hours required for a particular mandate. It also provides an easy place to store all your mandates, as the integration between Dynamics 365 and Microsoft 365 (previously known as Office 365) lets you store your proposals in SharePoint, facilitating collaboration when putting proposals together in Microsoft Word or PowerPoint.

Strengthen your business relationships

After the initial sale, other critical elements for professional services firms is better visibility on future cross-sell possibilities, as well as retaining all contact information and the different influencers and connections within your firm. Having all this information centralized ensures you never miss an opportunity. Your professionals can manage and foster each client to build strong business relationships and ensure appropriate follow-up on all tasks, activities and opportunities.

Streamline and automate your business processes

An automated approval process within your sales cycle is another functionality that offers major gains to professional services firms, as it allows you to personalize your business approval process depending on size, industry or service. Automations can also be used to send reminders for follow-ups, meetings and other client tasks. Dynamics 365 also lets you incorporate other business processes into your solution, such as your employees’ various competencies and specialties to find the ideal staff members for a particular project.

All these features make Dynamics 365 much more than a traditional CRM system. One of the major benefits of a CRM solution for professional services firms is having a platform that will help structure your organization. At a certain point, you will need to systemize and automate certain processes to maintain the growth of your organization. To learn more about how a management information system can help you in your growth journey, check out our eBook

By JOVACO Solutions, Microsoft Dynamics 365 implementation specialist in Quebec

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Dynamics, Firms, optimize, Professional, Sales, Services
  • Recent Posts

    • Kevin Hart Joins John Hamburg For New Netflix Comedy Film Titled ‘Me Time’
    • Who is Monitoring your Microsoft Dynamics 365 Apps?
    • how to draw a circle using disks, the radii of the disks are 1, while the radius of the circle is √2 + √6
    • Tips on using Advanced Find in Microsoft Dynamics 365
    • You don’t tell me where to sit.
  • Categories

  • Archives

    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited