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Why Should You Use Microsoft Dynamics 365 Sales?

Author: Duneel Muthubandara | | March 29, 2022


 

If you’re using Microsoft Dynamics, using the Microsoft Dynamics 365 Sales module makes a lot of sense. But, even if you’re just looking for sales management software, evaluating this sales tool is in your best interest because it provides many benefits that will help you manage your sales team more effectively and increase your sales.

 
This overview of some of the most important benefits will help you evaluate Microsoft Dynamics 365 Sales. But, keep in mind that there are four versions of the software available, and each one has a different set of capabilities. Each version is structured to provide different capabilities depending on the size of your company and the features that mean the most to you.

What the Microsoft Dynamics 365 Sales Module Can Do for You

Microsoft has identified eight categories of capabilities that can help to improve your sales process and results. You may not need all of these capabilities now, but one of the great things about the Sales module is that you can pick and choose which capabilities you want on a pay-as-you-go basis. This is a different approach than the one Microsoft has used in the past where companies were forced to acquire and pay for features that they didn’t want to get started.

This overview will give you an idea of all the things that you can take advantage of, even if it is over a period of time.

Sales Execution

The features in the Sales Execution category include those things that are core capabilities and include features such as managing leads and opportunities, quick marketing campaigns to keep in touch with contacts, and the ability to create quotes, orders, and invoices.

In the more advanced versions, there are features that help salespeople keep track of a large range of products, showing relationships between products and bundles. You can also provide an automated sales assistant that helps salespeople track daily activities, notifications of when contacts open emails, and alerts for follow up, and more.

Microsoft Office 365 Integration

If you’re using Office 365, you’ll be able to integrate with Outlook, Exchange, Excel, Teams, OneDrive and SharePoint, and OneNote. In advanced versions, you’ll also be able to integrate Gamification and Knowledge Management capabilities.

Reporting and Analysis

This is a critical activity to measure the performance of your salespeople and your campaigns. Real-time sales reports and dashboards are available in all versions.

Customization

The more complex your sales cycle and customer journey, the more you’re going to want to customize features to tailor them to your specific needs. Sales Professional, which is the entry-level version, has limited opportunities for customization. However, the more advanced versions provide access to customizing using Microsoft Power Apps and Microsoft Power Automate.

LinkedIn Sales Navigator

If LinkedIn is an important tool for your sales force, you can use the Relationship Sales version of Dynamics 365 Sales. It has LinkedIn’s Sales Navigator embedded in it, and you can put that power to work for you right in the sales app.

Contextual Insights

More sophisticated sales organizations will benefit from utilizing AI to analyze sales related data. For example, salespeople and managers will see predictive forecasting to help them focus their energy on leads most likely to turn into sales. The system will also track relationships between contacts and provide pipeline intelligence.

Sales Accelerator

The Sales Accelerator capabilities are extremely useful for sales organizations who want to automate as much of the work salespeople do to give them more time to spend on building relationships. The Accelerator provides prioritized lists of things to do, and managers can create sequences of sales activities that have proven successful in closing sales.

In addition, the Accelerator offers an embedded email client and telephone dialer, freeing salespeople from switching between applications to get their work done.

Conversation Intelligence

This advanced capability is invaluable for salespeople who spend a lot of time on the telephone talking to prospects and customers. While face-to-face conversations are often preferred, many salespeople use the telephone for critical calls.

The Conversation Intelligence feature offers call transcription and analysis of the contact’s sentiment and emotion during the call that can help the salesperson respond to unspoken communications. Other capabilities include seller behavior analysis, coaching tools, and personalized seller dashboards.

Benefits of the Microsoft Dynamics 365 Sales Module

It’s easy to see what the Microsoft Dynamics 365 Sales Module can do for you just by reviewing the capabilities of the various features. However, here’s a brief summary of the module’s benefits.

  • Improve efficiency
  • Improve relationship building capabilities
  • Increase seller productivity
  • Support sellers on the road with mobile access
  • Improve sales forecasting and tracking
  • A pay-as-you-go way to grow into advanced capabilities

How Datavail Can Help

First, if you want more information about Microsoft’s Dynamics 365 Sales Module, download our white paper, What You Need to Know About the Microsoft Dynamics 365 Sales Modules. In that document, you’ll find a description of all four versions of the Sales module, and a list of features and the versions that offer them.

We’d also be glad to help you with choosing your version, implementation, upgrades, integration, deployment, ensuring user adoption, and ongoing modernization and maintenance. We have over 15 years of Dynamics CRM experience to streamline the process of making your acquisition work well for you. Contact Datavail’s Microsoft Dynamics 365 CRM experts for more information.

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