Microsoft Dynamics 365 Sales is a customer relationship management and sales automation solution that empowers sales teams to effectively engage customers, close deals faster, and accelerate revenue growth. It provides tools to manage the entire sales process including accounts, contacts, leads, opportunities, and activities. Key features include sales pipeline visibility, predictive insights, integrated customer engagement, mobility, sales playbooks, territory management, and seamless integration with other Microsoft applications. To determine whether Dynamics 365 Sales Enterprise is a good fit for your company, let's look at some of its features.

1. Workflow Automation:

The sales process requires salespeople to take multiple steps to convert a prospective lead into an actual sale. Leads can originate from sources like website requests or email inquiries. For example, passing out a business card at a local trade show could prompt a future customer to call. Microsoft Dynamics 365 Sales Enterprise includes Power Automate to automate sales workflows like syncing key files and documents, sending notifications, and gathering sales data. Users don't need extensive technical skills to leverage its no-code/low-code capabilities. Sales teams can build templates to automate follow-ups for top-priority leads. They can also create playbooks that automatically respond to events. Customizing Power Automate helps salespeople stay on top of critical tasks and generate more revenue.

2. Sales Accelerator:

Sellers invest a lot of time analyzing customer lists to identify those with the greatest sales potential. Your efficiency is increased by Sales Accelerator's customized experiences, which reduce the time you spend doing research. The service gathers data from multiple sources, enabling vendors to concentrate on the most effective strategy for contacting a possible new consumer.

3. Contextual Insights:

Based on your contact history, leads, or account activity, Contextual Insights evaluates the relationships you've developed with customers. You receive the information from the service via a graphical dashboard. It's simpler to keep track of consumer interactions using Contextual Insights and get pertinent information. Utilize the data to start fresh interactions over email or through other communication channels. Contextual Insights can be used to obtain information from contacts made by other sales team members if you have never dealt with a lead previously. Create detailed profiles with the data to get a clear picture of each consumer.

4. Conversation Intelligence

For salesmen, getting a customer's attention long enough to close a detail can be challenging. A Dynamics 365 Sales Premium feature called Conversation Intelligence employs AI and machine learning (ML) to comprehend the subtleties of how consumers interact with salespeople. It's a technique for learning more about a customer's feelings and general attitudes to aid salespeople in developing more effective conversational strategies. Conversation Intelligence captures, transcribes, and examines consumer and sales representative conversations. The data can be examined by sales staff to gauge how interested a buyer is in their goods. It aids in the prioritization of sales leads and the personalization of customer contacts, resulting in an increase in sales and productivity.

5. Embedded Linkedin Sales Navigator

A sales management application called LinkedIn Sales Navigator is intended to assist with lead generation on the LinkedIn network. The service, which is a part of Dynamics 365 Sales Premium, provides sales teams with capabilities such as Creating dynamic lead lists – Creating lists based on criteria such as area, company size, job title, job position, and relationships using the Saved Searches functionality. Making connections — You can contact anyone directly using LinkedIn Sales Navigator's InMail feature, even if you don't have their individual contact information. You can check to see if a receiver has accepted your outreach efforts and who is reading them. Configuring alerts Create alerts in Sales Navigator to keep track of lead lists. When someone views one of your profile notifications, you can receive updates.

Why should you choose Dynamics 365 Sales Premium?

Essential sales tasks like generating custom forms and dashboards, setting up client entities, and integrating with external applications are all unlimited with Dynamics 365 Sales Premium. You can purchase a Professional license at first, then upgrade as your requirements change.

Additionally, you have access to features of Dynamics 365 Sales Premium like:

  • Marketing Efforts
  • Gamification of Forecasting and Territory Management
  • Dynamics 365 solutions can be configured with Internet eBusiness Solutions to meet your business context. Schedule a consultation with an iES professional to find out more about our services.