Dynamics 365 Sales is a powerful CRM solution that helps businesses of all sizes automate their sales process, from lead to cash, and run targeted marketing campaigns.
It offers a range of capabilities, including pipeline management, sales forecasting, conversation intelligence, teams’ collaboration, and mobile app support, among others. Here’s everything you need to know about Dynamics 365 Sales and its different offerings:
- Dynamics 365 Sales runs on Microsoft Dataverse and uses Power Apps model-driven app design. This means you can create and manage model-driven apps by using Power Apps, making it easier to customize the solution to your specific needs.
- Dynamics 365 Sales offers a 30-day free trial with the Sales Premium license. This allows you to test the app with sample data and even try out your own customer data. Learn more about Dynamics 365 Sales features.
- The Microsoft Dynamics 365 Sales trial includes several key features to help you manage your pipeline, accelerate sales, project revenue, and analyze your sales conversations through AI-powered conversation intelligence. Some of these features include pipeline management, sales accelerator, sales forecasting, conversation intelligence, teams’ collaboration, and mobile app support.
- Dynamics 365 Sales offers different offerings to fit every need of a business, including Sales Premium, Sales Enterprise, Microsoft Relationship Sales, and Dynamics 365 Sales Professional.
- Dynamics 365 Sales Premium combines Dynamics 365 Sales Enterprise capabilities with AI-driven features. The AI-driven features continuously analyze the vast collection of customer-interaction data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. Additionally, it enables you to build strong relationships with customers, take actions based on insights, and close opportunities faster. Sales Premium features include guided selling, relationship intelligence, and predictive models.
- Guided selling is a feature that helps guide sellers on their next course of action with timely and actionable insights. This is achieved through the Sales accelerator feature, which provides insights on how to engage with customers and close deals.
- Relationship intelligence is another Sales Premium feature that helps build stronger relationships with customers and move relationships forward with AI-guided selling. This feature frees up sellers’ time by minimizing manual data entry with contextual, real-time suggestions for updating existing records and creating new records, ensuring that your data is always up to date. It also takes pre-emptive steps to mitigate risks with a relationship health score. Other Sales Premium features include assistant, relationship analytics and health, who knows whom, and conversation intelligence.
- Predictive models is a feature that increases conversion and win rates by using AI to prioritize leads and opportunities with the highest likelihood to convert and buy. This feature includes predictive lead scoring, predictive opportunity scoring, and predictive forecasting.
- Dynamics 365 Sales Enterprise offers a range of capabilities to automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and more. Some of the key capabilities include nurturing sales from lead and cash, forecasting sales, enforcing best practices with playbooks, and running and tracking marketing campaigns.
- With a Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features such as Sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. This enables you to enjoy some of the Sales Premium features even if you have a smaller business or a limited budget.
- Microsoft Relationship Sales is a solution that combines LinkedIn Sales Navigator with Dynamics 365 Sales Enterprise or Sales Premium. This empowers sellers to have more personalized and valuable interactions with customers by embedding Sales Navigator in Dynamics 365 Sales, syncing activities from Sales Navigator, saving accounts, leads, and contacts to Sales Navigator, and using smart links.
Benefits of Dynamics 365 Sales
- Improved Sales Performance: Dynamics 365 Sales provides a clear and efficient sales process that automates and streamlines every aspect of your sales operation. It offers real-time insights into sales performance and provides recommendations to improve sales interactions and win rates. With Dynamics 365 Sales, sales reps can track deals more efficiently, close more deals, and achieve their targets faster.
- Enhanced Customer Engagement: Dynamics 365 Sales provides a 360-degree view of customers by consolidating data from various sources such as social media, email, and phone. It helps sales reps understand their customers’ needs, preferences, and behavior to provide personalized and relevant solutions. With Dynamics 365 Sales, sales reps can create targeted campaigns and deliver a consistent customer experience across channels.
- AI-Powered Insights: Dynamics 365 Sales leverages artificial intelligence (AI) to provide actionable insights into sales performance, customer behavior, and market trends. It uses predictive analytics to identify high-value prospects and prioritize sales activities. Additionally, it provides sales reps with real-time recommendations on how to engage with customers and close deals faster.
- Seamless Integration: Dynamics 365 Sales integrates with other Microsoft products such as Outlook, Teams, and LinkedIn to provide a seamless experience across the Microsoft ecosystem. It enables sales reps to collaborate and communicate with other teams more efficiently, thereby increasing productivity and reducing duplication of effort.
- Mobile Access: Dynamics 365 Sales provides a mobile app that allows sales reps to access customer data, manage deals, and collaborate with team members from anywhere, at any time. The mobile app provides real-time updates on sales performance and customer interactions, enabling sales reps to make informed decisions on the go.
- Scalability: Dynamics 365 Sales is a scalable solution that grows with your business. It provides a range of features and capabilities that cater to the needs of businesses of all sizes, from small start-ups to large enterprises. As your business grows, you can add more users, features, and capabilities to Dynamics 365 Sales to meet your evolving needs.
Dynamics 365 Sales is a powerful sales automation tool that enables businesses to improve sales performance, enhance customer engagement, and leverage AI-powered insights to drive revenue growth. It offers a range of features and capabilities that cater to the needs of businesses of all sizes, from small start-ups to large enterprises.
With Dynamics 365 Sales, sales reps can streamline their sales operations, engage with customers more effectively, and achieve their targets faster. Additionally, it provides seamless integration with other Microsoft products, enabling sales reps to collaborate and communicate with other teams more efficiently. If you’re looking for a sales automation tool that can help your business grow, Dynamics 365 Sales is definitely worth considering.