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Tech Insights 4 min read

What is Microsoft Dynamics 365 for Sales?

The Sales module is one of the most important modules for any sales-based company in the Dynamics 365 suite. This module enables you to establish a sales process that is unique to your company. You can adapt Dynamics 365 so that it reflects the reality of your company. The Sales module enables you to manage your accounts, contacts, potential customers, and sales opportunities. Dynamics 365 for Sales is the ultimate tool for improving sales performance.

With Dynamics 365 for Sales you can:

  • Enable smarter selling with embedded insights;
  • Empower sellers to build relationships with authentic and personal engagement;
  • Boost seller productivity with seamless tools;
  • Improve sales performance;
  • Innovate with sales solutions built to evolve with your company.

Enable Smarter Selling with Dynamics 365’s Embedded Insights

Dynamics 365 for Sales is the ideal application to help you make the right decisions concerning sales opportunities. By sharing contextual, embedded insights with your sales force, your team can make the best decisions to move each customer relationship forward.

Dynamics 365 for Sales optimizes your email engagement. In fact, your sellers will be able to see when and how customers read and respond to their emails, so that they can be more proactive and responsive in their communications. In other words, your sales force is always one step ahead of your customers. Dynamics 365 therefore enables your customers to enjoy a special relationship with your company.

By using Dynamics 365’s Relationship Assistant, you can configure Dynamics 365 to focus on your company’s specific needs in terms of follow-ups and the frequency with which you would like your sales team to carry out these tasks. So you can start the day off right with the peace of mind that your Relationship Assistant will let you know what you need to focus on. We’re well aware of the endless list of things you have to think on a daily basis, both professionally and personally. That’s why Microsoft created Dynamics 365; to help you get things done!

Artificial intelligence is becoming increasingly present in our daily lives. As Microsoft is at the forefront of AI, it should come as no surprise that they’ve it an integral part of Dynamics 365. Embedded AI is a wide-ranging topic that we’ll cover in one of our upcoming articles, for the time being, you can see what Microsoft has to say about it here.

Empower Sellers to Build Relationships with Authentic and Personal Engagement

With the application you can connect data and processes to enable relationship selling. It unifies data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so that sellers have the insights they need to build trust and easily manage relationships adapted to their reality.

Video: How LinkedIn Sales Navigator and Dynamics 365 for Sales Make a Powerful Team

The combination of LinkedIn Sales Navigator and Dynamics 365 enables you to get a clear view of the organizational structure. With interactive organization charts, you can keep track of your accounts’ contacts and understand the relationships among contacts to identify potential stakeholders and influencers. So that you can focus your lead generation efforts on the right people and build a business relationship with companies you’re interested in.

Dynamics 365’s intuitive integration with the Office 365 suite empowers your sales team to collaborate and personalize sales documents.

Boost Seller Productivity with Dynamics 365’s Seamless Tools

Dynamics 365 for Sales was created so that your sales team can quickly become autonomous. The application contains rich, context-sensitive help to increase user adoption. It’s intuitive interface has been designed so that sellers can learn while using the application. This doesn’t mean that you get to sit back and make less of an effort to train your employers following an implementation project, but that you should use Dynamics 365 for Sales to its full potential to facilitate your team’s adjustment to new tools and processes.

The smart sales process means your sales team won’t have any trouble integrating the application into their workflow. It guides your employees through their efforts, resulting in a higher success rate.

The application simplifies sales execution by accelerating transactions with an end-to-end, immersive experience for opportunity management. Thereby increasing your sales team’s productivity by using familiar tools like Excel and Outlook, which work seamlessly with Dynamics 365 for Sales features. You can manage accounts, contacts, leads, and opportunities right inside Outlook, whether on your cell phone, tablet, or laptop.

So you can sell anywhere, anytime. Stay productive on the go, even when there’s no connectivity.

Dynamics 365 includes modern mobile applications that provide contextual news, social data (e.g. LinkedIn, Twitter, Facebook) and task flows that increase usability.

Accelerate Sales Performance with Dynamics 365 for Sales

Ease onboarding for new sellers by aligning sales processes with best practices for your company and sector. You’ll be able to provide your new employees with the right sales reflexes from day one by giving them access to your sales processes.

Dynamics 365 for Sales empowers you to increase sales effectiveness. You’ll hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching to your sales force. Managers can develop training plans that support your sellers where they need it most.

Dashboards create the ideal narrative for your employees to easily understand what they need to do to improve their performance.

Dynamics 365 for Sales has easy-to-use, real-time dashboards, providing you with the data you need to optimize your insights.

The application empowers you to motivate your sales team with fun and exciting team-based sales contests. You can improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible!

Innovate with Sales Solutions Built to Evolve

Dynamics 365 adapts to your needs so you can create the perfect sales application for your company.

  • Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to deploy web and mobile applications;
  • Automate processes across Dynamics 365 applications and partner systems for a unified experience;
  • Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust state-of-the-art Microsoft data centres to safeguard your data.

If you would like any more information about Dynamics 365 for Sales, please get in touch!

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April 04, 2019 by Frédéric Charest VP of Marketing

Data-driven Growth Marketer with a Passion for SEO - Driving Results through Analytics and Optimization