Tag Archives: Sales
Upcoming Webinar: Using Dynamics 365 to Empower your Marketing and Sales Teams with Digital Automation
See first-hand how your sales and marketing teams can automate their manual processes, which take up valuable time and energy, using tools in Dynamics 365 like lead scoring and automated email campaigns.
When: Tuesday, February 16th at 11 AM CST
In this webinar you’ll learn:
- Target your leads most likely to close with behavior-based and targeted email marketing
- Use automatic lead scoring models that grade leads based on their interaction with your marketing content
- Discuss questions with Dynamics 365 Marketing Consultants with a Live Q&A
What is Marketing Automation?
Marketing automation tools take marketing processes that are traditionally done manually and makes them easier and more targeted. For example, instead of guessing how interested your leads are, create complex scoring models that rate them based on their previous interactions with your website and marketing content.
In Dynamics 365, you can utilize marketing automation to automate processes like sending an email to a contact that clicked a link in a previous email or upgrade a lead score when they visit your website.
The Dynamics 365 Sales Mobile App Helps Salespeople Stay Productive From Anywhere
The new Dynamics 365 Sales mobile app, now available for preview, is optimized to help your Sales team stay productive from wherever they’re working. The key capabilities of the mobile app enable sellers to prepare more thoroughly for customer engagements, log and share information quickly, and easily find information they need. You will not only be able to view data from Dynamics 365, but you’ll also be able to view data from Exchange in the app.
Benefits of using the Dynamics 365 Sales Mobile App
- Utilize time more effectively – Field sellers spend a lot of time on the road, traveling to meet clients. With the mobile app, “on-the-go” time becomes productive time.
- Easy – The Dynamics 365 Sales mobile app is easy to use. You can simply sign into the mobile app by using the same work email address used for Dynamics 365. Salespeople can easily find the information they are looking for. Salespeople can easily find contacts and recent records. The app is exceedingly simple to navigate and is available on both iOS and Android.
- Stay more organized -Salespeople are able to take post-meeting actions such as adding notes, creating contacts, or updating important data in relevant records. It becomes a cinch to stay up-to-date with important information.
- Plan – The mobile app can be used to plan and map out your day by seeing what your day has in store – in terms of upcoming meetings, appointments, etc. Upon opening the app, salespeople immediately see reminders about customer meetings or insights for the day.
- Build customer relationships and loyalty – Salespeople have quick access to customer information on-the-go, making it easy to keep information up to date and to respond to customers quicker. This not only simplifies the customer relationship, but also helps sellers to focus on selling. Salespeople go into meetings better prepared – as they can review important customer information prior to customer engagements.
Home page
Upon opening the Dynamics 365 Sales mobile app on your mobile device, you’ll see the home page. This home page provides high level information on the meetings and insight cards – specific to you.
The home page displays five different types of information: meetings, recent contacts, recent records, reminders, and insights.
Meetings
The meetings section shows important information to salespeople about the last meeting they were in, as well as the next meeting coming up. They will also have the ability to see information on all meetings in this section.
to learn more, visit our
Dynamics 365 Sales and Power Apps Grants Available Now
On December 1, 2020, Microsoft began offering new Business Applications grants to eligible nonprofit organizations. For these businesses, even additional SKUs purchased outside of the grants are discounted, as well. The following grants are now available: 5 free seats of Dynamics 365 Sales Enterprise 10 free seats of Power Apps (per App Plan) 10 free seats of Microsoft 365 Business Premium $ 3…
New LinkedIn Sales Insights Coming in 2021
With so much going on in the news these days (hello COVID vaccines!), you may have missed LinkedIn’s recent announcement on a pretty major upgrade to its portfolio. Come this February, the online platform is launching LinkedIn Sales Insights (LSI) to help users better identify opportunities and gain a more comprehensive understanding of the market.
In her post earlier this month, LinkedIn Vice President of Product Management Lindsey Edwards said LSI is poised to deliver “clear visibility into the size and fast-growing nature of specific departments, functions, and accounts” and give users enhanced capabilities in accurately planning their sales strategies.
Data is the foundation of every great sales process. And LinkedIn, quite frankly, is loaded with a vast amount of mostly up-to-date data points on hundreds-of-millions of global members that, in my opinion, has been underleveraged up until now.
DATA IS THE FOUNDATION TO EVERY SUCCESSFUL SALES PROCESS
By leveraging LinkedIn Sales Insights, Sales Ops leaders, high-performance sales teams benefit from clean, reliable data and will better be able to:
- Segment accounts more effectively
- Leverage the data for smarter sales planning
- Identify whitespace within a target market
- Gain better understanding on where to focus relationship-building efforts
- Feed CRM with real-time data from LinkedIn
The LinkedIn Sales Insights platform offers truly enhanced insight into the size and growth of targeted departments, functions, and accounts, giving users a fast track to a more streamlined sales strategy and, ultimately, a boost in revenue growth.
With the changing roles in this new business and employment paradigm, it is more important than ever to have access to the real-time, accurate data that supports your sales initiatives. I applaud LinkedIn for stepping up to the plate and taking a good hard swing at better sales books and a stronger data game.
While its true functionality is yet to be seen, I look forward to LinkedIn’s LSI launch in just a few weeks and the profound impact it may have on good, clean data and enhanced sales processes.
By Christopher Smith, Founder & CEO of .
FSI Blog Series, Part II: Sales and Marketing Collaboration
Welcome to Part II of our blog series exploring the partnership that exists between HCL-PowerObjects, Microsoft, and Seismic – the world’s most powerful storytelling platform. Our three businesses together provide a unique set of partnership benefits for our customers that includes execution deployment, data analytics, and customized content. This series focuses on the power of this triumvirate…
Improve Your Accounting and Sales End-to-End Process with Dynamics 365 CRM and Dynamics 365 Business Central
Allied Modular Building Systems is a company that has provided specialized modular structures like high-tech robot enclosures, audio sound booths, and portable office spaces to some of the largest companies in the world. Recently, they’ve experienced rapid growth which their outdated and disconnected on-premise solutions couldn’t keep up. This resulted in downtime and a slow response to customer needs.
The company knew it needed to update its systems in order to create faster processes. With some Microsoft solutions already in place, they implemented to bridge the gap between their additional business applications. : “Dynamics 365 has been really powerful for us over the years. Our estimating and sales departments use the Sales app all the through to win or lose. When an order begins, we promote it over to Business Central. That integration is a huge time save because we don’t have to duplicate the information in two different places. All the sales data can flow with the order. We have saved about 19 percent of the cost per order by making this change–it’s one of the reasons we decided to implement this solution.”
With a simpler IT infrastructure and faster way to track customer information and opportunities, Allied Modular has created a seamless project flow, reduced IT costs, and connected teams.
Simplifying IT processes and creating a smoother flow is just one way hundreds of companies throughout the world are using Business Central and Dynamics 365 to improve end-to-end processes. Others have used the solution for more flexibility in managing data centers, to scale up or down, and to eliminate data silos.
Below, we’ll discuss what you can do with a Dynamics 365 and Business Central integration and how it will benefit your end-to-end processes.
Why Separate These Systems?
We at JourneyTEAM have been asked several times why rather than joined together.
Our answer is that these systems are separated, yet integrated. They work in conjunction with each other to provide organizations with detailed data, more flexibility, and a centralized marketing and sales planning and operations system. Small startups, acquisitions, or mergers can especially benefit from having two separate systems.
Let’s dive into this a little more.
Keeps Data Accurate Throughout the Entire Lifecycle
When you login to your marketing system to review data, you know that some of the data you’ve gathered is duplicate or incorrect. However, this isn’t cause for concern as this data will be verified and cleaned later on. Having false or duplicate data in your operating system is concerning because you make decisions based on the data stored here and you need it to be accurate. This is why it’s crucial to have all data verified before it reaches the accounting system. That way, when you login to your operating system, only real and precise vendor data is displayed, helping you to make faster, more educated decisions.
Flexibility
The cloud has enabled businesses to gather information from dozens of sources like eBay, Amazon, Shopify, WooCommerce, Magento, and more. Dynamics 365, a powerful CRM system, has the flexibility to gather that data from the different sources, identify similar data from each source, and feed it to the ERP.
Centralizes Marketing and Sales Planning and Operations
If you’re thinking that your sales inventory and operations planning systems are running just fine separately, you may be right. However, there are a number of benefits to centralizing these two systems. One of the biggest benefits is that your sales and marketing would work in tandem with each other.
A central SIOP system allows marketing and sales staff to identify opportunities and act on them from a single dashboard. For example, if your sales team has just completed a sale of several pieces of construction equipment. Your marketing team would be instantly alerted to this sale, giving them the chance to push service contracts, preventative plans, or other equipment. Not only does this help you increase profits, but also drives faster decisions.
Another benefit to a centralized SIOP is that your entire company would have access to this informative data. These insights can be accessed at any time, anywhere.
Finally, large complex businesses who want to mask the true complexity of their organization can do so with a centralized SIOP as customers would only see a single, seamless process.
Saves Time on Startup, Acquisition, or Merger Projects
Gone are the days where you had to go through the interruption of an ERP migration when you had a new startup, acquisition, or merger project. With Dynamics 365 and Business Central, you can use one of the existing connectors to integrate the two systems with ease.
Designed to Work for You
If you’ve read this information and thought: “I’m just a simple, low-volume startup–this all seems like overkill or isn’t for me”, think again. The best part about l is that they can be used in virtually any organization thanks to its flexible, agile tools.
We’ll take a closer look at each solution’s features and how they can benefit your end-to-end processes next.
Both and Dynamics 365 feature a Power BI tool. This cloud-based reporting and analytics platform connects users to data stored throughout the organization through detailed reports and dashboards that provide deeper insight into various business teams and processes.
For example, if your business relies on a currency feed service, Power BI will aggregate all the data within your inventory and present it in an easy-to-read report or dashboard. You can even toggle between different views depending on what you’re looking for. Sales managers can look at how many items are stored at a specific warehouse location and inventory managers can ensure parts remain stocked or which locations are running low on certain items.
You can do all this and more from the ERP system, meaning you don’t have to build an integration between two systems.
As soon as the connectors in Dynamics 365 are turned on, they begin working with your CRM system.
Once this integration is established, it goes to work aligning data in your inventory so you can view this data in an easy to read, simple way.
If you’re a smaller company or a startup, this low-volume, simple integration is a perfect introduction to Microsoft solutions. However, it’s important to note that if you’ve customized Business Central or your CRM system, this integration may be difficult or impossible as there’s little room for customization between the two systems.
File Export/Import Method
This is one of the most frequently used tools within Dynamics 365. Using this tool, you can import your master data from a CSV or Excel file and also use other features such as:
- Include or exclude certain columns from the spreadsheet.
- Automate tasks.
- Customize fields for the source and target side.
- Create sales invoices that feature headers and lines.
This tool is a great tool to use if you’re wanting to integrate with other tools. The import/export method allows you to first create the design for the field and table mapping before you export the data from the system into the spreadsheet. You can then drop this spreadsheet into Dynamics 365 and import the data.
Power Automate
As part of the Office 365 subscription, Dynamics 365 features the Power Automate tool. This tool allows users to create automated workflows between various systems to save time, reduce costs, gather data, receive notifications, and more. Power Automate can easily integrate with your favorite apps like other Microsoft Stack solutions, Dropbox, Trello, and popular social media sites like Instagram, Twitter, and Facebook.
The tool also allows you to:
- Automate business processes or tasks
- Send reminders about tasks.
- Connect to hundreds of public APIs or data sources.
- Reduce time spent on repetitive tasks.
- Protect sensitive data.
For example, illimity, a cloud-native bank in Italy, used Power Automate to simplify, streamline, and automate a slow, inefficient approvals process. Today, the company has saved a significant amount of time in customer requests using the features within Power Automate.
Dynamics 365 API Integration
To help you gather data from each of your applications, use the direct API integration in Dynamics 365. Setting this integration takes very little time, but is harder and more expensive to maintain. However, the expense is definitely worth it thanks to the speed and efficiency that is unrivaled in Power Automate.
The Benefits of Microsoft
Why go with Microsoft and not with another system? There are hundreds of to choose from, so what makes Microsoft the best? The answer is flexibility. Few other systems provide the flexibility and agility that Business Central and Dynamics 365 do. From small, low-volume startups to large, complex, high-volume businesses, these systems can be configured to support your unique business processes. Streamlined, efficient processes lead to better customer services, more targeted marketing, and more effective sales strategies.
In addition to these benefits, Dynamics 365 and Business Central can help you:
- Gain deeper insight into customer data using powerful, versatile tools.
- Increase business as both these systems work together to analyze data and find promising leads or sales opportunities.
- Provide your entire organization with fast, easy access to valuable data insights by storing data in one place.
- Improve both customer retention and satisfaction by helping your sales, marketing, or customer service team respond more quickly and appropriately to their needs.
Microsoft prides themselves on creating solutions that are designed to work for you, making the list of benefits endless. Implementing just one of these solutions can be the catalyst to implementing others, helping you to further advance and improve your business processes.
Enjoy Customized Support from a Microsoft Partner
When you need assistance with either Business Central or Dynamics 365, contact JourneyTEAM, a Microsoft Gold Partner. With the help of our talented team of professionals who are well-versed in Microsoft solutions, we’ll help you get these solutions up and running as quickly as possible. Whether you need a lot of support or a little, we’re happy to provide it. Talk to a JourneyTEAM representative today!
JourneyTEAM was recently awarded and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Our team has a proven track record with successful Microsoft technology implementations and wants you to get the most out of your organization’s intranet system. Consolidating your communication, collaboration, and productivity platform with Microsoft will save time and money for your organization.!
Article by: Dave Bollard – Chief Marketing Officer | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
4 Moments of Truth That Can Force a Change in a Sales Organization
Sales Management and Sales Operations can face multiple “moments of truth” during uncertain times that might force a change.
1. New sales leadership
Sales organization must continuously reinvent themselves to meet new market expectations head on. Changes in sales leadership and changes in sales strategies are to be expected. An organization must have flexible sales systems that can adapt to these shifts in leadership and direction without re-creating the wheel.
2. Acquisition or consolidation of the sales organization
Today’s buyers have become more self-sufficient in determining if a product, service or company can solve their business problems. Sellers play a smaller role in the buying journey and need to focus on engaging at the right time, with the right information. An organization must have flexible sales systems that can conform to new sales methodologies while decreasing non-productive administrative time and effort.
3. Pressure due to flat revenue growth
When organizations talk about ‘sales transformation’ it oftentimes revolves around the premise of shifting gears from being less reactive to more proactive in their selling activities. Most sales systems can streamline the sales cycle, most can measure your pipeline against sales goals, but it’s the ones that leverage sales data to proactively surface cross-sell opportunities and identify key decision-makers that take destiny in their own hands – reducing their sales production costs and growing revenue.
4. Unproductive use of technology
To successfully implement meaningful change requires the sustained buy-in and enablement of sales managers – those with the most direct impact on the front-line sellers. Sales managers need to shield their sellers from non-selling activities and provide the tools that empower them to engage with every member of a company’s buying committee. Organizations need to leverage technology to make it easier to find “the ones” you should be connecting to.
Now is the time to look at .
Why Microsoft Dynamics 365:
- Microsoft Dynamics 365 is ranked as an industry-leading Sales Force Automation solution by Forrester and Gartner for its ability to move beyond sales management to empower sellers.
- It is the first innovator with LinkedIn offered at half the price of any other vendor in the market.
- Microsoft is the only vendor to offer hybrid deployment options.
- Microsoft has a complete cloud vision including infrastructure, platform, applications and data: Azure, Office 365, Dynamics 365 and LinkedIn.
- Microsoft Dynamics 365 is an end-to-end (Lead to Cash) business application solution.
- Provide your sellers with actionable insights like lead score and pipeline health using predictive analytics (machine learning).
- Optimize productivity by transforming from data entry to guiding sellers people to the next best action to take with the customer.
- Prioritize your pipeline and accelerate success with real-time analytics and predictive modeling.
- Strengthen relationships by helping sellers be relevant with up to the moment data and insights from Office 365, LinkedIn and Dynamics 365.
Why Crowe:
Crowe is one of the largest public accounting, consulting, and technology firms in the United States. Crowe’s Microsoft practice is focused on delivering best-in-class customer engagement through industry specialized accelerators and productivity enhancing apps delivered across Business Apps (Dynamics 365), Modern Workplace (Security / Compliance), and, Data and AI (Big Data, Data Warehouse, Analytics, AI).
If your sales team is ready for a change, Crowe can help. Contact us .
By Ryan Plourde, Crowe, a Microsoft Dynamics 365 Gold Partner
Follow us on Twitter:
Successful Banks Save Money by Bringing Marketing and Sales Together
When your sales team and your marketing team operate independently, managing leads and customers will be slower and cost more. CRM systems are no longer just for retail or business verticals, banks have the same need to manage customers. Implementing a CRM system for the banking industry is critical to serving your customers at every point in the sales process.
Your bank will save money by giving both marketing and sales a complete snapshot of each customer in a single view so they can spend less time gathering data and more time finding new customers and strengthening existing relationships.
Microsoft Dynamics 365 Customer Engagement helps bring sales and marketing together and saves resources by:
- Reducing costs and keeping your teams connected with unified data.
- Prioritizing the most promising high-revenue leads and streamlining complex sign up processes.
- Automating routine tasks, thus giving sales team members more time to spend with clients.
- Responding quickly to customer needs with automated request routing.
Microsoft Dynamics 365 can increase your efficiency and improve your customer relations.
Improve efficiency with a holistic view of your customers
- Unify data from all your departments to attain a single comprehensive view of each customer with Dynamics 365 Customer Insights. Create rich customer profiles and define segments.
- Export the segments to Dynamics 365 Marketing and execute targeted campaigns.
- Leverage artificial intelligence (AI) to boost your target segments and scoring models to prioritize sales-ready leads.
Generate leads across channels to grow opportunities
- With Microsoft Dynamics 365 Marketing, you can send out multichannel personalized campaigns to appeal to your customers and prospects.
- Align your marketing and sales team using shared information and processes to manage leads and events.
Prioritize and nurture your best leads.
- Use custom or out-of-box templates for your promotional emails, emergency communications, and newsletters.
- A/B testing functionality lets you try different email variations and choose the ones that best fit your target audience. Use AI to determine the optimal time for sending emails.
Improve response time with Lead Management
- As the global workforce pivots to virtual and digital models, the necessity arises for new modes of working and improved relationship management.
- With Microsoft Dynamics 365 Sales, you can unify your relationship data across CRM (Customer Relationship Management) systems, social networks such as LinkedIn, and productivity tools to generate insights. Knowing your customers increases your credibility and relationships with them.
- Empower your employees with guided processes allowing them to respond to customers more effectively.
Foster collaboration with Opportunity Management
- With Dynamics 365 Sales, your entire team has access to the information they need via their preferred application, such as Microsoft Outlook, Dynamics 365, or Teams.
- Today’s sales processes require collaboration between departments. By improving meetings, communication, and ways to share data, Microsoft Teams facilitates collaboration among your sales team.
- Dynamics 365 Sales enables smart selling with actionable insights and contextual AI. Better intelligence allows you to formulate better strategies.
Build relationships that add value
- Microsoft Dynamics 365 Sales integrates with LinkedIn Sales Navigator to give your team embedded inline access to company and personnel details.
- Microsoft Dynamics 365 Sales and Marketing is built on the same powerful platform that your employees who work with Office 365 will find familiar. Nurture demand, personalize buyer experiences, build relationships, and make insight-driven decisions to drive more qualified leads and increase revenue.
Modern banking is a customer-driven world. If your bank can understand and serve the needs of your individual customers better than the competition, you will succeed. If you are still using antiquated systems to keep track of your accounts, other banks will take your place.
Crowe CRM for Banking
A Customer Relationship Management solution built for the banking industry will help you manage customers and better understand their needs in order to provide the right solutions, quickly.
powered by Microsoft Dynamics 365 empowers bank staff with the tools and information needed to efficiently deliver high-quality, personalized service – for all interactions across all channels. It gives managers and team members the information they need to be effective.
For more information, contact us at crminfo@crowe.com.
By Ryan Plourde, Crowe, Microsoft Dynamics 365 Gold Partner,
The Dynamics CRM Sales Process: Everything You Need to Know
For any business, small or large, success depends entirely on sales figures. And no matter how great the product is or how much was spent on marketing, the primary goal for any organization is to increase revenue. is designed to support the sales process from beginning to end – right from acquiring a new lead through the close of a sale. By relying on a set of steps and actions, it enables you to close more deals and increase revenue.
What is the Goal of the Dynamics CRM Sales Process?
The sales process aims to generate potential sales opportunities and nurture leads for businesses. It is designed to support the sales process from acquiring a new lead through the close of a sale and to generate accurate sales forecasting. By automating and optimizing several stages, it helps streamline the sales process while improving the rate of closure. It also helps track and measure every sales activity and understand every number and component of the sales funnel in order to grow income. Using the Dynamics CRM sales process, you can zero-in on the right leads and build an extraordinary sales pipeline.
Microsoft Dynamics CRM Sales Process Life Cycle
The Dynamics CRM sales process life cycle provides a streamlined process to generate potential sales opportunities for your business. Since Dynamics CRM stores all of the information of new leads, it helps track follow-up communication including phone calls, emails, and appointments, and aids in qualifying leads into accounts and opportunities. Here’s a look at the Dynamics CRM sales process life cycle:
1. Lead Capture
A lead represents any person or organization that your organization might have the potential to do business with. Leads are generally captured through online or offline advertising, trade shows, direct communication, and other marketing campaigns. In Dynamics CRM, in order to create an entry in the system, you need to enter the name of the lead under the “lead entity” tab and mention information about the lead under the “topic” tab. Once a lead has been captured, follow up activities that include emails, phone calls, and appointments need to be conducted to capture more information about the lead and to proceed to the next stage of lead qualification.
2. Account Creation
Accounts are entities with which your organization has a relationship. In Dynamics CRM, this is where all account information is stored in the database. Accounts can include prospects, vendors, business partners, and more.
3. Contact Setup
Contacts are individuals with whom your organization has a relationship; these are generally customers or contacts of customers. Contacts are often related to an account, but certain organizations and businesses may serve or sell to individual consumers as well. Since contacts in the Dynamics CRM integrate with contacts in Microsoft Outlook, any contact you set up or any change you make to the contact record fields in will automatically reflect in Outlook depending on the synchronization settings.
4. Opportunity Management
Opportunities in Dynamics CRM represent potential sales for a specific customer; when an opportunity is created, it gets included in the sales pipeline. An opportunity is said to be won when a customer agrees with the quotation; however, when a customer disagrees, the opportunity is lost and the sales life cycle ends. Opportunities allow you to measure the success of marketing efforts by tracking sales back to the original lead source and source campaign. When an opportunity is lost, reasons for the loss can be tracked.
5. Product Catalog
Dynamics CRM enables you to maintain a product catalog with multiple customizable prices and discount lists for all of the business’ needs. You can create quotes, invoices, and orders directly from Dynamics CRM and include various factors including territory-based pricing, discount lists, product or price bundles, and more. You can also list product relationships to facilitate product substitutions, highlight cross-sell and up-sell opportunities, as well as mention write-in discounts.
6. Quote Management
A quote contains the list of products or services with a defined price list and discounts the customer is interested in. After reviewing, the customer can either agree or disagree to place the order. In Dynamics CRM, you can create quotes in two ways: from an opportunity using system-calculated pricing, or as a new quote. Multiple quotes can be created from one opportunity to include special pricing offers.
7. Order Management
An Order is a confirmation of a sale that is to be invoiced and placed for further processing in terms of logistics. Since they are accepted quotes, they document what specific products or services the customer is buying. In Dynamics CRM, orders can be created by selecting the “Create order” button on an active quote.
8. Invoice Management
Invoices represent the final stage of the sales cycle. After an order is placed successfully, an invoice is generated in the Dynamics CRM system. You can either create an invoice directly from a specific order screen or navigate to the invoice section and select a new invoice. You can create more than one invoice for an opportunity or an order.
9. Sales Business Process
Every organization follows a specified business process to capture sales information and close a sale. The Dynamics CRM business process flow enables users to follow the guided process without any confusion. You can either choose the out-of-the-box business process flow or custom define your own in accordance with your sales process life cycle.
How Can Your Business Optimize the CRM Sales Process?
Dynamics CRM is intended to help boost your sales by guiding you through the journey from prospect to customer, as well as helping marketers to create lead generation campaigns and monitor where leads are coming from. Here are 5 ways your business can and the sales process using Dynamics CRM:
1. Goal Management
Microsoft Dynamics CRM benchmarks performances against KPIs to inform sales directors, managers, and other sales professionals with easy to follow charts and reports for real-time monitoring of individual and team progress towards sales goals.
2. New Sales Opportunities
Using Dynamics CRM, you can take advantage of the data, and segment it based on user behavior such as the pages they have visited, or the products they are interested in. This way, you can identify new sales opportunities with ease.
3. Sales Dashboards
Dynamics CRM provides live reporting sales dashboards, which enable you to monitor active leads and sales opportunities and react with timely, and informed decision-making. These dashboards, which include charts, statistics, sales metrics, and KPI graphics, provide real-time visibility that can help raise productivity, increase sales, improve operational efficiency, and optimize business.
4. 360-Degree Customer View
Dynamics CRM provides full information about sales data to anyone who needs it – from sales and marketing to finance and management. You can align your sales activities with your business and achieve better sales. By leveraging contextual information available in Dynamics CRM, you can also create up-sell and cross-sell campaigns within minutes.
5. Mobile Sales
Dynamics CRM’s mobile app gives field sales teams the ability to work efficiently on-the-go. With any-time access to updated sales information, you can make sure they stay in the loop. Mobile CRM helps sales agents update CRM data in real-time, even in locations with intermittent or no internet connectivity.
Improve Sales Efficiency
A well-defined sales process is key to successfully managing your sales staff as well as your sales pipeline. Successful companies are far more likely to have a formal and structured sales process in place, that increases the chances and efficiency of sales, ultimately increasing revenue in the long run. The Dynamics CRM sales process aims to prioritize, collaborate, and organize sales activities in an efficient manner to directly impact sales pipelines and business results.
Using the , you can move from one stage of the sales process to the next with ease, set the right goals using built-in dashboards, and get that help you close more deals. You can drive more consistent sales interactions with leads and prospects, improve sales efficiency, and provide your business organization the competitive advantage necessary for success in today’s fast-paced, ever-changing environment.
Learn more about how to properly leverage to improve your sales processes by contacting an expert at Synoptek.
Sales Process for Microsoft Dynamics 365 CRM
Sales Process Accelerators for Microsoft Dynamics 365 CRM are add-on solutions that provide best-practice based sales process and automation to the sales areas of Dynamics 365 CRM. Sales Accelerators will solve several significant challenges:
- Improve User Adoption
- Provide Consistency in your Sales Processes
- Assure Best Practices are followed
- Provide detailed sales process analysis
Our leadership team has over 17 years of experience helping businesses evaluate, plan, implement and support Microsoft Dynamics 365 CRM solutions. Often we are brought in to help with a failed implementation. We observed a key underlying reason for failure – lack of business and particularly sales process. Business process is as important if not more important than the CRM software itself however there is no pre-built, out-of-box sales process in most CRM systems including Dynamics 365 CRM. Hiring a consultant to build this needed business process into CRM is cost-prohibitive in many cases.
To solve this significant challenge our team worked with several top national sales experts to build our sales accelerators. We also incorporated input from clients of all sizes and industries over several years to assure our accelerators work out-of-box for most businesses.
Sales Accelerators are available for Lead, Opportunity and Account Management areas of Microsoft Dynamics 365 CRM.
Sales Process for Microsoft Dynamics 365 CRM – Watch a Video Overview
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 16 years of experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement and support CRM initiatives. To reach David or call 844.8.STRAVA (844.878.7282) To learn more about Strava Technology Group visit www.stravatechgroup.com