Dynamics 365 for Sales blog

Increase Sales Productivity with Dynamics 365 CRM

You might have heard about Microsoft Dynamics 365. Maybe you’re wondering what it does and if it impacts your sales. The answer is yes. A hot tool in the business community, Dynamics 365 is now one of the number one CRMs (customer relationship management systems). It’s available in various business applications, but the main business application is: Dynamics 365 Sales. If you’re looking for a way to increase your sales productivity, keep reading to find out why Dynamics 365 Sales is the answer.

Automate Follow-Ups and Schedule Appointments

The Microsoft Dynamics or Dynamics 365 Sales app is available for iOS and Android, making it easy to follow up with prospects and customers. You can also use the app to schedule a meeting with your sales team or customer. When you’re in the meeting, take notes on what was discussed so that everyone has access to those notes after the meeting ends.

When scheduling appointments with prospects and customers, you can use information from your CRM system to ensure that all relevant information is included in your calendar invite. Dynamics 365 also can help you with scheduled reminders and has a robust integration with Microsoft Teams that is also helpful when meeting with customers via the web.

Capture and Reuse Sales Knowledge Across Your Team

Documentation is a crucial part of the sales process. It allows you to create a consistent and reliable set of guidelines for your team. This way when one person leaves, another can step in and be up-to-speed quickly.

This also makes it easier for you to train new employees on how things are done at the company. You can use these documents as reference points in training sessions and then refer back to them later if there’s ever any confusion about how something works or should be done.

Documentation also plays an important role in improving sales productivity by improving customer service, product development, marketing efforts, etc. This all has the potential to increase revenue streams over time, if done correctly.

Find the Right Customers

Once you have identified all of your customers in Dynamics 365 Sales, the next step is to find the ones that are most likely to buy from you. This can be done in a variety of ways, but one way is by using “partnerships.”

Partnerships are another capability of Dynamics 365 Sales Enterprise. Partnerships are a way of using modeling to connect the right contacts with the right opportunities. Whether it’s a co-worker who can facilitate an introduction into a new line of business at a company for your team, or simply show new sales opportunities based on prior CRM data, partnerships are an easy way to open up doors to new sales.

Track and Analyze Customer Activity

How do you track and analyze customer activity? Microsoft Dynamics 365 for Sales includes a robust set of sales, marketing, support, and operations tools. These can help you understand your customers’ needs and behavior.

You can use this information to improve the way you serve them by providing better products or services that align with their expectations. You can also use the data to improve customer service by identifying trends in support tickets filed by customers.

You can also use it to improve sales by understanding the value of each product line or territory. Finally, these tools can help you. This way they’re tailored to meet specific requirements from new markets or regions where there’s high demand for certain types of products. Take food production in India during Covid-19 for example.

Deliver Personalized Service

Customer service is paramount to your business. Therefore, it’s important to make sure that customers are always treated with respect, courtesy, and dignity. You need to ensure that your employees understand how important their role is in delivering the best possible experience for consumers.

Microsoft Dynamics 365 makes it easy for organizations to deliver personalized services by enabling you to easily monitor customer interactions across all channels, from social media to emails and phone calls, as well as improving communication between staff members within the organization itself.

Get Real-Time Insights with Predictive Analytics

Predictive analytics is a type of data science that uses algorithms to predict future trends. It can help you make better business decisions. This in turn helps you improve your sales productivity and increase revenue. Using predictive analytics, your system will analyze historical data to find patterns and trends. Then it will look at those same patterns in the present. Finally, it will predict what will happen next.

Within D365 for Sales, a feature called Power BI enables your team to visualize and analyze data with speed and efficiency. It connects users to a wide range of data through easy-to-use dashboards, interactive reports, and compelling data visualizations. This feature comes included with your Dynamics 365 CRM, with the ability to upgrade to obtain advanced data sets and features.

Power BI Dashboard

Increase Sales Productivity with Dynamics 365 Sales

The first step to increasing sales productivity is to track and analyze customer activity. Microsoft Dynamics 365 Sales allows you to create a single view of all your customer data. You can then see what’s happening across the whole company in real-time.

You can use this information to build relationships with your customers. You can also deliver personalized service and help agents guide customers through the next best step in their purchase process.

For more about Dynamics 365 sales, be sure to contact us today.

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About TrellisPoint

TrellisPoint is a Microsoft Dynamics 365 Consulting firm with locations in Cleveland and Cincinnati. As a Microsoft Gold Partner, TrellisPoint is dedicated to helping customers drive digital transformation by implementing and integrating Microsoft Dynamics 365, the Power Platform and related customer experience applications. Additional services include on-premises to cloud migration, software development, and managed services including Dynamics 365 Support.