Microsoft Dynamics 365 Sales is a Customer Relationship Management (CRM) platform that gives you the tools you need to support your Sales professionals in winning more deals, enhancing productivity, creating sales collateral, and fostering strong relationships with your prospects, stakeholders and customers.
Key Benefits of Microsoft Dynamics 365 Sales
Create and maintain contacts and groups to support your business relationships with prospects, customers, and stakeholders. Store and retrieve information associated to customer contacts. Gain a 360-degree picture of each customer, allowing far greater knowledge of how to handle every sales deal. Enhance customer communication and engage at a more personal level. Manage and remove contact duplicates to prevent accumulation of inaccurate data and bad reporting.
Keep track of all interactions with the individuals you’re in contact with. Strengthen your relationships with personalized interactions based on embedded intelligence. Assign tasks and due dates and integrate to your team members’ calendars along with the activities’ associated deals to manage your daily schedules and priorities. Add activities for your team members depending on activity types: Task, Appointment, Email or Phone Call.
Convert more leads into an account, contact or into actual opportunities. Capture leads from various sources such as marketing campaigns, website inquiries, and mailing lists. Zero in with the right leads with lead scoring. Rank leads to easily focus on those who matter the most. Enable sales reps to perform lead qualification and quickly move to the next stage of the sales cycle. Set up lead assignment rules to specify how leads are assigned and managed from beginning to end. Add attachments and notes to lead records to store key information on the lead. Assign and configure specific product interests per lead to help your sales staff in following up with these prospects.
Record, manage and convert opportunities into a sale. Describe the sales stages and steps in the opportunity process flow. Assign ownership of opportunity records to the appropriate user or team. Manage sales pipelines by individual sales rep, team, region, and company-wide. Track activities related to a particular deal. Keep track of stages, values, and probabilities of close for every opportunity. Opportunity Probability provides predictions of the likelihood of winning an Opportunity. Close opportunities as won or lost and the reason behind the status.
Convert a won opportunity into a sales quote or create one manually. Create a quote to be provided to a customer that contain at least products, prices, and associated discounts. Utilize, customize, and configure Quote templates available as needed to fit the organization’s look and feel. Print, save as PDF or send quotes to a customer directly from CRM. Revise quotes as needed while on the negotiation stage with the customer and convert it to a sales order once customer has accepted revisions. Convert quotes to invoices to avoid further manual work.
Support different sales processes such as working with orders and invoices. Track whether orders have been fulfilled. Fulfillment can be marked as completed or partial. Generate invoices, add and edit product lines or pricing as needed and close invoices. Email invoices as a PDF attachment with a prefilled summary of the invoice and payment information which includes a PayPal link to help customers make quick payments. Register customer’s payment manually, automatically, or through payment services depending on the size and preferred workflows of your organization when the customer pays the invoice.
Use goals to track your progress on achieving target revenue or other targets set by your organization. Track your individual, parent, and child goals. Describe target, actual and in-progress values for goal records. Configure fiscal periods. Define customer service metrics, goal metric records and work with roll up fields and queries.
Improve Sales planning with Forecast models available. Get a clearer view of your business’ health to make accurately informed business decisions. Identify the deals you need to close to meet sales quotas. Track performance against targets and identify risks in your pipeline early. Use Organizational Forecasting, Territory Forecasting, Product Forecasting structure or start from scratch and design individual criteria for forecasting.
Enter product/part numbers and manage the prices associated with them. Add products and prices to opportunities and quotes. Set up a product catalog. Define product pricing and maintain different price lists. Configure sales pricing information according to pricing method to determine how your prices are calculated. Use current cost, standard cost, currency amount, percent of list. Add markup to your costs. Set rounding policies to your prices. Schedule price adjustments and configure custom price list rules.
Track overall business performance and specific metrics such as opportunities by sales pipeline stage or leads by current rating with visualized data charts. Create multiple sales performance dashboards that are easily accessible with the view selector on the dashboard page. Customize dashboards and data charts according to your function and needs.
Set up territories for Sales personnel. Leads and Opportunities can be automatically routed to sales personnel based on the Sales territories and other rules. Assign territories by geographic boundaries. Apply parent/child territory logic to keep everyone organized. Ensure you’ve properly allocated sales rep resources. Use permission hierarchies to give sales managers greater visibility.
Work on the go with real time access to dashboards, reports for accurate analysis across any device from anywhere. Quickly update deals and customer information after a meeting. Easily search for customer records. Add and qualify leads, manage opportunities, and generate a quote or an invoice. Work offline when you have intermittent connectivity.
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