Microsoft Dynamics 365 for Sales
Manage your entire sales cycle with Microsoft Dynamics 365
Microsoft Dynamics 365 for Sales provides you with an integrated platform from which you can manage your entire sales cycle. All information, including customer communications and order history, prospects and opportunities, is gathered in one system, updated in real time and accessible at any time from the device of your choice. Business intelligence tools allow you to perform advanced analyses of your data and to visualize them in ways that best suit your specific needs. This way, you can better identify trends and critical elements to make quick and informed business decisions.
Automate your reminders and track your sales activities and forecasts, by person or by group. Link important information to your accounts and build reports to better manage your sales forecasts. Accelerate your sales cycle with automated processes that allow your sales representatives to immediately know what their next step is, allowing them to improve their productivity.
Why manage your sales with Microsoft Dynamics 365?
Track your sales pipeline and forecasts
Keep an eye on your sales team’s progress and on your objectives throughout your sales process. Access your organization’s pipeline and filter by employee or by group of employees, so you can stay up to date on current opportunities and engage them when the occasion arises.
Control your sales process more closely
With better insight on your current sales activities, you can easily see whether every effort has been made to conclude your opportunities and contribute to the growth of your organization. Automate certain processes, and allocate tasks, activities and opportunities to your resources to ensure appropriate follow-up.
Grow your business and profitability
Use business intelligence tools and automated processes to increase your revenue while controlling your costs. A customized sales process allows you to increase the number of opportunities and reduce the training time for your sales team.
Engage your leads and customers more effectively
Manage your contacts, opportunities and leads in one single environment so you can gain better understanding of their behaviour and their needs and be able to react proactively. Information about your customers and leads, including communications history, is easily accessible at all times, making it easy to develop solid and lasting relationships.
Increase your performance
Determine which opportunities to prioritize using the solution’s business intelligence capabilities. Analyze large amounts of data to gain a better understanding of the health of your customer relationships and of their behaviour so you can better respond to critical situations.
Empower your sales team with mobile capabilities
Responsabilisez votre équipe de ventes en lui donnant accès en temps réel à toute l’information et l’historique des clients et des commandes ce qui lui permet de mieux cibler ses ventes et ses visites. Ainsi, vos représentants ont tous les outils en main pour démontrer leur compréhension des besoins et des demandes de vos clients.
Customer information accessible in one click
All relevant information is available directly on the customer or lead card. Yor sales team has all the data about the company and its contacts at hand, which enables representatives to make quick and informed decisions and better determine the next step to follow. By being able to react in a timely manner, they increase their chances of concluding a sale.
Quick send documents, quotes and emails
Send documents, quotes and email messages directly from the CRM. Templates are also available to allow for quick sends, personalized with the lead or customer’s details. Sales representatives can easily get in touch with leads and contacts, without having to switch between applications. This helps improve their productivity and focus, all while allowing them to build strong ties with your customers.
Data updated in real time and available at any time
Because the Microsoft Dynamics 365 solution is deployed on the cloud, your resources have access to all the data they need via the Web, at any time and from any device. The data is centralized and updated in real time across the system. This way, your representatives remain connected to their accurate records and customer information.
Centralized and easily accessible data
Have access to the entire communications history of your customers and prospects. Sales and order data is centralized and updated in real time across the whole system. Everybody has access to key information as needed to answer questions from the clientele, provide outstanding service as well as suggest products and services that meet their needs.
Guided and customizable sales process
Automate your processes and guide your representatives throughout the sales cycle to ensure they are constantly aware of the next time. This process reduces the training time required for new employees and can be tailored to the specific needs of your business. Your representatives are able to conclude sales and agreements faster and thus increase their performance.
Integrated business intelligence and analysis tools
Business intelligence and predictive analytics tools are available to help you gain a better understanding of the behaviour and the needs of your leads and customers. This provides you with more accurate sales forecasts so you can react at the right time and conclude sales faster. Better insight on your sales activities allows you to increase your productivity and your revenues while reducing the length of your sales cycle.
Benefits for all members of your organization
With a global overview of the sales activities, the Executive Director has a better understanding of health of the organization and is able to obtain more accurate forecasts. Integrated business intelligence tools allow to easily analyze complex data and visualize it in a variety of ways in order to make informed and strategic decisions.
Having optimum visibility on sales activity and salespeople performance allows the sales manager to accurately measure trends, customer behaviour and the health of their relationship with your organization. By identifying and setting up key performance indicators, the sales manager is able to quickly respond to any critical situation and ensure that everything runs smoothly.
The sales team benefits from automated processes that guide representatives throughout the sales cycle and allow them to make quick decisions. The cloud-based platform gives them access to centralized client and lead information, at any time and from the device of their choice.
The accounting department can take advantage of more accurate sales forecasts to obtain a better overview of upcoming financial results and invoicing. An accelerate sales cycle also translates into a faster billing cycle, thus improving the cash flow and reducing the risk of bad debts and write-offs.
Are you ready for a new system?
Still not sure if a new management solution would be right for your organization? Read these eBooks to learn more about the implementation of a new business management system:
Why Should You Integrate Your Financial System to Microsoft Dynamics 365 ?
Companies are looking to take their integrations one step further in order to get the information that they need in real time and more efficiently. This way it becomes easier to distribute pertinent information to all employees in the organization who may need access to specific customer and operational data. Everyone across your organization can benefit from an integrated solution. Download this eBook and see how integrating your financial system to Microsoft Dynamics 365 will be helpful for these four key members.
>> See the benefits of an integration from the perspective of 4 key members
Choosing a Management Information System – An Evaluation Checklist
Implementing a new management information system, whether it’s an ERP or a CRM solution, is no easy task. This eBook provides a checklist of 10 points for you to consider, from the long-term adaptability of the system to deployment modes. This way, you will have a better idea of what kind of solution would best meet your organization’s requirements, expectations and objectives, both in the short and long term.
>> Read about the key points to consider when choosing a new management information system