{"id":12923,"date":"2017-12-13T09:49:29","date_gmt":"2017-12-13T14:49:29","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=12923"},"modified":"2020-07-29T14:26:26","modified_gmt":"2020-07-29T18:26:26","slug":"10-benefits-dynamics-365-sales","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/10-benefits-dynamics-365-sales\/","title":{"rendered":"10 Benefits of Using Dynamics 365 for Sales"},"content":{"rendered":"

There isn’t any question that a significant part of sales management is finding and qualifying leads, then, nurturing those leads to the buying stage. When you have over 50 leads, it no longer makes sense to use a spreadsheet. You need a CRM system to store and organize your leads systematically with instant access from anywhere, on any device, at any time.<\/p>\n

Not to mention, you want a CRM system that is user-friendly and offers the features most relevant to your business objectives. One such CRM system is Dynamics 365. Keep reading to learn more about the ten benefits of using Dynamics 365 for sales<\/a>.<\/p>\n

 <\/p>\n

Click here to download our free ebook on Dynamics 365 and get answers to your questions!<\/a><\/h3>\n

 <\/p>\n

1. Import Data Easily\"data-import_10<\/h2>\n

There is nothing more frustrating than trying to import all your current data into a new system. Customers don’t have time to wait while you figure out the technology. The minute you ease up on your leads is the minute your competition decides to call them. With Dynamics 365, you don’t have to worry about how long the import will take or whether they will be organized upon completion.<\/p>\n

Instead, you can categorize external data as a single import, or, you can transfer information in batches as you need it. Dynamics 365 even has an always-on connection to Excel. Now, you can save time and keep your customers satisfied because everything you need is in a single, user-friendly portal.<\/p>\n

 <\/p>\n

2. Telemarket the Right Way\"Telemarketing_10<\/h2>\n

There are a hundred and one ways to query a customer, and then, there is the right way. You could easily spend an entire workday making calls and asking all the wrong questions. When it comes time to measure monthly results, you wonder why you aren’t reaching your quota.<\/p>\n

You’re making the calls, right? Phone calls are only one step of the process. Since customers are also receiving calls from your competitors, you need to find points of distinction.<\/p>\n

Dynamics 365 provides a differentiator with its process flow user interface. That\u2019s right; it sends prompts to ask the right questions to find and qualify new sales leads.<\/p>\n

Each of the steps is defined and follow a logical progression of the sales funnel, towards the buying stage. What happens now? The result is you increase conversion rates and can more easily meet your quotas.<\/p>\n

 <\/p>\n

3. Extremely Convenient<\/h2>\n

In today’s digital world, everyone is on the go. All you need is a mobile device to stay connected. As a result, anyone can work from anywhere, at any time\u2013and, many people do.<\/p>\n

You might be in the field when you receive a customer call. What do you do? You can’t ask them to hold while you call the office for some background information\u2013that wouldn\u2019t work well.<\/p>\n

You need to seize the opportunity and strike while the iron is hot. You can do precisely that and more since Dynamics 365 is cloud-based. So, you can enter CRM data and access customer information from anywhere. And, since Dynamics 365 is a Microsoft product, it integrates with the Microsoft Office Suite<\/a>. We will highlight integration next.<\/p>\n

\u00a0<\/strong><\/p>\n

4. Easy Integration<\/h2>\n

Since Dynamics 365 is a Microsoft product, it can be integrated with the Microsoft Office suite, as well as libraries on SharePoint. So, sending quotes, RFPs and emails are quick and easy. You can conveniently store all your Office templates for use in relevant scenarios.<\/p>\n

To illustrate, you might have a holiday template that you can customize based on segmentation, and then you might have a new customer template. The possibilities are truly endless. That’s not all. Dynamics 365 tracks every Microsoft Outlook email, both received and sent.<\/p>\n

It is built for Microsoft Outlook<\/a>. As a result, you get a fully comprehensive communication history that you can scan at your convenience. It\u2019s for every opportunity, contact, and account. No more sorting through your email inbox to determine the last point of communication.<\/p>\n

 <\/p>\n

5. Track by Stage\"tracking<\/h2>\n

Every qualified lead goes through the sales funnel and progresses through varying stages. As a result, you would have a different conversation with a cold lead than you would with a warm lead.<\/p>\n

All experienced salespeople understand that you must tailor your conversations to the appropriate stage in the sales funnel. The good news is Dynamics 365 tracks every opportunity through your pre-defined milestones.<\/p>\n

You can set up rules with gated stages. Opportunities cannot progress to the next stage until they have completed all your requirements. Think of how much time this saves with less confusion and backtracking leads. You can ensure communications are tailored and relevant for the current stage of the lead.<\/p>\n

\n
\n
<\/div>\n
\n
\n

Guide: Resell Microsoft Dynamics 365 With CSP Program<\/h3>\n

You\u2019ve heard all about Microsoft\u2019s Cloud Solution Provider (CSP) program and how it will make life easier for resellers like you. But when it comes right down to it, do you really understand how it works?<\/p>\n

    \n
  • Exactly what the CSP is and how it works<\/li>\n
  • How to get started as a CSP partner<\/li>\n<\/ul>\n<\/div>\n
    \n
    \n
    \n