Microsoft Dynamics 365 Sales
Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.
In Dynamics 365 for Sales, users can manage email marketing, campaigns and opportunities at before negotiation step. It also supports after negotiation steps by tracking communications with prospects, activity record, and management of sales materials such as brochures and proposals.
Users can manage their customer lists as “Lead”. The marketing function of Dynamics 365 Sales support overall marketing operations such as campaigns, creating target lists and registrations after campaign.
User can create your own marketing lists with different combination settings. It supports higher effect on campaigns with appropreate segmentations and targetings.
Register a series of marketing activities on marketing list as “Campaign”. It manages multi-activity in one campaign such as ads for exhibitions and conducting telecommerce, etc.
During sales process, the core acitivity is to manage opportunities and tracking of sales communications. Dynamics 365 Sales supports this process with the following functions.
Dynamics 365 Sales is pre-built with Dashboard where users can view sales status and forecasts at a glance. The interface is fully customizable depending on each user’s task.
Users can record sales status and all the communications with prospects. With integration with SharePoint and OneNote, it improves efficiencies throughout sales process such as managing proposal documents and sharing meeting minutes.
Define how best to proceed sales negotiation as “Process” in Dynamics 365 Sales. It supports opportunity management and brings higher closing rates by excluding dependency on sales process.
Integration with Office 365
Dynamics 365 strongly supports the integration with other Microsfot products such as Microsoft Office and Office 365. Here you will find more information on this integration.
Integration with Outlook
Not only web browsers or mobiles apps, users can access Dynamics 365 via Outlook, email client. It has the function to syncronize email communications with Dynamics 365 Sales, which support excluding double works such as submitting communications and uploading a proposal document in CRM after emailing to a prospect.
Integration with Excel
Dynamics 365 has the function to create templates in Excel and re-use these as reports. It enables an efficiency in business operation by automating of monthly reports and meeting documents.