Dynamics 365 Sales for Sellers: The Advantages and More
Microsoft Dynamics 365 Sales, as most of us know, is one of the most viable resources helping sellers across the globe to automate sales from ground level and heighten productivity without increasing the overheads.
Sellers who have already replaced legacy systems with tech-driven Dynamics 365 Sales are experiencing benefits beyond one’s understanding. This blog throws light on key utilities and functionalities that this invention resource brings for sellers and explains the process of bringing it into action.
Also Read: An all-inclusive View of Dynamics 365 and how it helps in Boosting Digital Selling
Dynamics 365 Sales: A Game Changer for Sellers
Offered by Microsoft, Dynamics 365 Sales is a strategically designed solution allowing sellers/sales professionals can use to have a deeper understanding of business data and accelerate deal closing. It is administered on Microsoft Dataverse and takes the help of Power Apps design for solution delivery. With the help of Power Apps, sellers can produce model-driven apps.
Also Read : Microsoft Dataverse — What all it does it have you and Why you must use it?
It’s designed to be a well-suited solution as there are multiple subscriptions. Whether you work locally or globally, Dynamics 365 Sales will provide an optimized solution for business.
Sales Premium is designed for established and big fat enterprises offering tailor-made sales automation solution AI-driven insights, conversation intelligence, and many other inventive features.
Small to mid-size sellers can bank upon Sales Enterprise subscription. With this option, the seller can enjoy a sales automation facility with unmatched customization and contextual insights.
Relationship Sales is suitable for enterprise sellers looking for a way to link the sales records with LinkedIn. Doings so allows sellers to use people’s data in business processes easily.
Lastly, sellers having small-scale sales automation facilities have Sales Professionals as a viable choice.
Also Read: Marketing Automation — Why You Need It And Which Platforms the your Best Options?
All these subscriptions offer different capabilities and a certain cost difference. Sellers need to pay attention to the organizational needs and pick a solution accordingly.
Advantages of Using Dynamics 365
It takes a lot to build a robust sales network to boost sales and market reach. Using Dynamics 365 Sales reaps assorted benefits and we have hand-picked the key ones.
· Meet the Potential Buyer Instantly
Dynamics 365 empowers sellers in a way that they can approach thebuyers/customers at the right time and place. By shortening the sales cycle by providing every single source needed for customer communication at a centralized place, it allows sellers to know what’s the right time to connect with the customers, which technique should be used to communicate, connect with the customers using multiple channels, and collaborate using the way that customer prefers.
Also Read: Improve your Customer Intelligence with Dynamics 365 — A perfect way to boost Sales
It offers facilities like integration with softphone dialers, email templates, virtual engagement, and many more to promote communication at every level.
· Real-time Peers’ Performance Tracking
A major part of success and survival in the sales industry depends on competitors’ performance. Ignoring what and how your peers are offering in the market is like digging your own grave.
Dynamics 365 Sales provides real-time performance reports of the counterparts and creates the insightful profile of the competitors. Using this profile, sellers will get to know their competition from close. Not only this; it can help you figure out your customers’ attitude towards the other services provided and product a remedial strategy before it’s too late.
Also Read: Dynamics 365 Customer Voice
· Effortless Data Import/Export
Data, regardless of the industry type, paves the path for success. The better and improve is the data access, the higher are the success odds. Dynamics 365 Sales implementation allows the seller to have instant and controlled access to the crucial data.
Data, stored at various locations, can be accessed and shared with the desired source over a single click. External and internal data can be managed at the same ease. The “Always On” connectivity of Dynamic 365 Sales with Excel takes data accessibility to the zenith and enhances the information exchange.
· Immediate Integration With Social Media
Sales are no longer limited to brick-and-mortar stores. For boosted sales, having an impressive online presence is very crucial and Dynamics 365 can make this happen with its in-built ‘Social Listening’ tool.
This feature will automatically capture the customer feedback, left at various social media platforms, and allow sellers to provide immediate solutions. If there are some dissatisfied customers, which every business certainly has, sellers can take care of them before things go south.
Also Read: Create rich Social Media Posts using Dynamics 365 Marketing
· Get Connected With Required Resource Easily
It’s hard to match the integration ability of Dynamics 365 Sales as it can be easily integrated seamlessly with the SharePoint library and resources offered by the Microsoft Office suite. In-built office templates and easy-to-store and track of shared Outlook emails are kept safe.
· Better convenience For The Team
Dynamics 365 Sales brings all the above-mentioned and many other benefits to the sellers without making things complex. Its mobile solution, Sales Hub, is a very simple and easy-to-use tool and works on all the leading devices. No exceptional technical expertise is required to bring it into action.
Bringing Dynamics 365 into Action
Now that the key benefits of using Dynamics 365 for sales are clear, one must learn the art and science of its installation. Frankly speaking, the job is easy and doesn’t demand too much technical expertise. The below-mentioned steps, when followed diligently, will complete the installation in a fraction of a second.
Step #1: Get registered, using the verified email, and get the appropriate subscription. There are various subscriptions available. Pick one that matches the most with your needs.
Step #2: Once the subscription is activated, visit the Power Platform admin center to initiate the Dynamics 365 Sales installation process.
Step #3: Go to the ‘Environment’ page and select the type of environment for which you need the Dynamics 365 Sales solutions from the drop-down menu. For expedient search results, just enter the environment type in the search box.
Step #4: Once the desired environment is selected, look for Dynamics 365 apps in the Resource section.
Step #5: On the app page, select Install Apps> Dynamics 365 Sales> Enterprise Edition App. Select Next.
Step #6: Crucial app details with version information will be displayed. Click on the ‘I agree to the terms of service’ section and then pick ‘Install.’
Step #7: The Dynamics 365 Sales solution, Sales Hub, will be installed for your targeted environment.
Its installation is as easy as clapping. But, it’s not done a diligent installation is the one that includes installation verification and granting access to vital users.
For the installation verification, one has to visit the My Apps>Published Apps section. If you can see the Sales Hub tile in the section then the installation is done as it should be. Lastly, sellers have to grant access to the Sales Hub as per organizational needs.
One has to know about assigning security roles to a user in detail. It’s essential to prevent unwanted application usage.
Dynamics 365 Sales Is Here To Support You
Sellers have many battles to win to thrive in the industry and Dynamics 365 Sales offers professional and sales industry-oriented solutions to combat all these struggles. Its inventive features and expanded capabilities allow sellers to have better customer reach, instance data accessibility, boosted sales, seamless communication, and impressive online and offline presence.
Having it by side ensures success and better ROI. However, this is possible only if Dynamic 365 Sales is deployment is aligned with the organizational needs. If you’re having trouble achieving this goal then the wisest move to make is hiring a professional Dynamic Sales 365 service provider. The skilled consultants and experts will help you overcome the hurdles and will bring Dynamics 365 Sales to your services in a success-reaping way.
