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Top 5 Ways Business Optimizes the Sales Process through Microsoft Dynamics 365 CRM

Power BI

The success of the business, whether big or small, depends mainly on sales figures. The primary goal for any organization is to increase revenue, no matter how great your product is or how much you spent on marketing. Microsoft Dynamics 365 CRM is designed to support the sales process from start to finish.

Microsoft Dynamics 365 CRM Sale Process Goal
For the organization, the Microsoft Dynamics 365 CRM sales process helps generate potential sales opportunities and nurture leads. It assists in streamlining the sales process while improving the rate of closure by automating and optimizing many stages. It also assists in tracking and measuring sales activity and understands the component of the sales funnel to help grow the income. You can zero-in on the right leads and build an excellent sales pipeline by using the Microsoft Dynamics 365 CRM sales process.

Now, let’s take a look at how your company can optimize the CRM sales process
Microsoft Dynamics 365 CRM boosts your sales by guiding you through the journey from prospect to customer and also helps marketers create lead generation campaigns and monitor where leads are coming from. Here are the top ways your business can optimize the sales process and cost using Microsoft Dynamics 365 CRM:

1. Goal Management – Microsoft Dynamics 365 CRM benchmarks performances to inform managers, sales directors, and other sales experts with reports for real-time monitoring of team and individual progress towards sales goals.

2. Sales Opportunities – You can take advantage of the data, and segment based on user behavior through Microsoft Dynamics 365 CRM. This way, you can identify new sales opportunities without any hassle.

3. Sales Dashboards  – The live reporting sales dashboards offered by Microsoft Dynamics 365 CRM, helps to monitor active leads and sales opportunities. These dashboards incorporate charts, statistics, sales metrics, and KPI graphics, and they give real-time visibility, which can assist in increasing productivity and sales, enhancing operation efficiency, and optimizing business.

4. Mobile Sales  – Microsoft Dynamics 365 CRM’s phone applications help your field sales team to work efficiently on-the-go. You can ensure that they stay in the loop, with any-time access to updated sales information.

5. Complete Customer View  – Microsoft Dynamics 365 CRM can offer complete information about sales data to you – from marketing and sales to management and finance. You can achieve better sales by aligning your sales activities with your business. You can also create an up-sell and cross-sell campaign quickly by leveraging contextual information available in Microsoft Dynamics 365 CRM.

The Bottom line
You can move from one step of the sales process to another with ease with the help of the Microsoft Dynamics 365 CRM sales process. In addition, you can set the right goals using built-in dashboards, and get actionable insight, which assists you in closing more deals. You can drive more consistent sales interaction with leads and prospects, enhance sales efficiency, and provide your business with the competitive advantage necessary for success in today’s ever-changing environment.

Image Source: https://cloudblogs.microsoft.com/

Global iTS is leading Microsoft Dynamics 365 ERP and CRM Partner with offices all over GCC (Bahrain, Saudi Arabia KSA, Oman “Muscat”, UAE “Dubai”, and Kuwait), with domain expertise in Financial Services Sector Digital Transformation like” Retail Banking, Commercial Banking, Insurance Providers, Private Equity, and Investment Banking.

 

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