Sebastián Barbosa O./June 14, 2022 /Dynamics 365/Sales/ 3 min read

Sales Management System: 6 powerful capabilities

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Without question, selling isn’t easy; you might find even more challenges the more you think about sales processes. For instance, how difficult and time-consuming it is to get leads, and once you get them, the management throughout the sales process and the ability to retain them. Consequently, it becomes more complicated the more contacts you receive, making your sales areas feel overwhelmed with the lack of suitable sales management systems that ease these processes.

Regardless of the company’s size, manually carrying out different sales processes tends to be complicated and error-prone, resulting in missed deals, slow operations, and customer dissatisfaction. Time is scarce to manage leads, collaborate with colleagues, track performance metrics, and provide remarkable personalized experiences to customers. Fortunately, there are ways to facilitate sales operations with a proper sales management system.

What is a sales management system?

It is a powerful tool that helps the sales team reach their objectives (more leads, increase sales, and manage processes) by tracking data, reducing manual tasks, and quickly nurturing leads. Microsoft Dynamics 365 Sales is a one-stop solution for your business challenges; it’s a robust sales management system that strengthens your customer and lead relationship while aligning sales and marketing; plus:

Create & manage your own sales process

Control your pipeline

Gain insight into potential sales

Quickly identify & connect with buyers

Professional Social Media platforms integration (LinkedIn)

Dynamics 365 Sales capabilities:

Have you thought about more challenges sellers encounter on a daily basis? Dynamics 365 surely understands how relevant it is for sellers to have their data work for them while focusing on the top priorities. That’s why Dynamics 365 Sales streamlines the seller experience and increases your customer interaction, revenue, and sales while saving costs in the process.

Consequently, Microsoft wants to make the selling processes flow better than ever by empowering collaboration tools much more and increasing intelligence capabilities so every seller can:

Make quicker use of their data

Regain their time

Improve productivity with customers

Amongst the several capabilities that this user-friendly solution provides, you’ll also leverage historical customer data, ERP-CRM integration, complete follow-up control, easy integration, track your competitors, and effortless workflows.

Let’s break them down:

  • Historical Customer Data

Relying on AI and Azure Machine Learning, your customer information is more unified than ever. You’ll be able to make smarter and faster decisions with 360-degree customer information visibility, actionable insights, scores, predictive matches, and much more in a single solution.

  • ERP – CRM Integration

With the ERP and CRM integration, you will synchronize sales orders, invoices, quotations, accounts, contacts, and products. This data synch will allow you to execute transactional sales and order fulfillment scenarios simultaneously, using inventory management in Finance and Supply Chain Management.

  • Complete follow-up control

You can track interactions, control sales processes and new inquiries, keep secured recordings of your customers’ information, send auto-reminders to the sales department, and more while reducing time and effort in every process.

  • Easy integration

To ease your operations, you can also harness the seamless integration with Microsoft Office 365, Outlook, SharePoint, Teams, and many other business applications to have your work flowing efficiently and significantly increase your productivity.

  • Track your competitors

It’s well known that you must track your conversion rate and understand your competitors’ strengths and weaknesses in order to be successful in sales. Dynamics 365 Sales is in charge of organizing this detailed information for you. Thus, you’ll stay ahead of the competition with precise information, presenting a more accurate proposal for your current and prospective clients.

  • Effortless workflows

Enhance your productivity in no time. The Dynamics 365 Sales management system provides quick user interactions like phone calls, emails, appointments, and more services to create custom activities. Additionally, you’ll get real-time reports and analytics for a clear view of your sales team’s performance.

Dynamics 365 Sales is a fully integrated solution that understands what your business needs to boost your sales, allowing you to collect, organize, qualify, manage and score leads faster than the competition. Bear in mind that the mentioned capabilities of the Dynamics 365 robust sales management system are just a few of the several that will take your sales operations to a whole new level. The latest Microsoft release wave aims to empower the sales team’s experiences by guiding sellers with intelligence, simplifying collaboration, and succeeding with more productive tools.

Thank you.

Third-Party Applications Integration with Microsoft Dynamics 365

I hope you’ve learned more about the valuable Dynamics 365 Sales capabilities and how they will improve your business.

Sebastián Barbosa O.
Technical content writer

Read more blog entries by Sebastián Barbosa O.

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