Businesses need to stay agile and up to date on the latest technologies in order to deliver stellar customer satisfaction experiences.
What if there was a way to keep all your business applications in one place, empowering your team to operate efficiently and create a more engaging customer journey?
Enter Dynamics 365. All of the applications within the platform are designed to work together with each other and with existing systems. It gives businesses the ability to connect throughout the entire organization with a comprehensive solution.
Customer relationship management, or CRM, is a data-driven system that assists organizations in managing various activities related to current and potential customers.
Your team is able to track leads through the entire sales process. A CRM solution supports all departments within your business, including sales, customer service, and marketing.
Users can automate various marketing tasks, get customer behavior insight, track potential leads, and create customized reports and dashboards.
By being more efficient, your teams can focus on connecting with customers and following through on all potential opportunities.
Within the custom sales dashboard, you’re able to create a single workspace for each customers sales data. Everything your sales team needs will be in one spot. They’ll know exactly where they are in the buyer’s journey and what steps need to be taken next from lead to opportunities. The sales team will see achievable and clear sales activities that were put into place with configurable sequences.
Everything is entirely automated, so your sales productivity will close more deals. Additionally, you can review your processes from the customer’s point of view. This allows you to improve your sales engagement by utilizing survey insights through Dynamics 365 Customer Voice.
Through Microsoft Dynamics CRM, your sales team can view relevant LinkedIn Sales Navigator insights and profiles as part of the customer’s account.
Dynamic 365 Customer Voice allows you to capture customer feedback immediately across multiple channels. You can issue personalized surveys in order to track your customers’ perceptions and opinions of your products and services. Additionally, you can evaluate how they view the sales and customer service process, creating unique customer experiences within Microsoft Dynamics 365 for Sales.
Within this aspect of the platform, you can create customer profiles that allow team members to see what the recommended engagement decisions are for each customer. You can use metrics, trends, and sentiments that enable you to have a comprehensive understanding of your customer’s needs. Increase your sales and business opportunities by successfully understanding your customers, making unique customer experiences.
Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to accelerate project delivery and maximize profitability.
Dynamics 365 is an robust platform that empowers businesses to build stronger customer relationships and enable their teams to increase sales performance.
However, setting up the tool and ensuring user adoption and that you’re using every aspect of it to its maximum capacity can be difficult for the average business owner.
You don’t have time to figure out how to use the program on top of everything else you have to do. You need to focus on your day-to-day operations while your sales team focuses on your customers.
Our Microsoft products and services consulting and training enables businesses to achieve cost-effective solutions by leveraging the technology built into the Microsoft systems. You’re able to stay on top of customer needs and enhance your productivity.
The team at INTEGENT has the expertise to skillfully and effectively onboard your entire team onto Dynamics 365 for Sales. We’re an end-to-end Office 365 and Dynamics CRM provider. We help our clients get maximum value from the platform. Whether managed services, project service automation, business management or sales automation, Integent has you covered.
Contact a member of our team today to set up an introductory call to discuss how we can help you with Dynamics 365, Dynamics 365 Business Central, Field Service, Dynamics 365 for Finance, Power BI for Business Intelligence, Microsoft Teams, Power Apps and Power Automate.
Below are descriptions of each Microsoft Products and Services
Dynamics 365 Sales Premium unifies the features of Dynamics 365 Sales Enterprise with artificial intelligence-powered capabilities. This technology uses a large amount of customer interaction data to provide ongoing analysis.
This data is already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you to Gain a clearer insight into how your business interacts with others, assess the success of your actions in comparison to what has worked previously, and make an informed decision on the best course of action.
This also enables building strong, long-lasting relationships with customers, actions taken based on insights, and opportunities that will close faster.
Signing up for Dynamics 365 Sales Premium gives you access to extra features that go beyond what Dynamics 365 Sales Enterprise offers.
Predictive models: Use AI to increase win rates and conversions. AI can prioritize leads and opportunities based on the highest probability of conversion. The following are available:
Relationship intelligence: Develop strong customer connections and utilize Artificial Intelligence to help guide sales. AI can help minimize time spent on manual data entry by providing current and relevant suggestions that help to keep records up-to-date. Features available include:
Guided selling: Sellers are guided on their next course of action. This is done with timely and actionable insights.
Sales Enterprise is a powerful tool that can streamline the entire sales process, from acquiring leads to receiving payments. It can also be used to manage marketing campaigns, enforce good practices, and interact with customers. In addition, it has additional features that can help businesses be successful. These capabilities include...
With your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features. These features include Sales accelerator, conversation intelligence, and predictive scoring. However, these features have a limited monthly capacity.
Microsoft Relationship Sales provides a way for sellers to utilize LinkedIn Sales Navigator and Dynamics 365 Sales Enterprise/Premium to achieve more individualized and customer-focused communication. This solution is meant to assist salespeople in their interactions.