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3 Key Tips to Up Your Game with Dynamics 365 for Sales

3 keys tips to up your game with Dynamics 365 for sales.jpg

As a sales professional, you need powerful tools to help you focus on the right opportunities in order to meet or exceed your sales quota. Microsoft Dynamics 365 for Sales empowers you to qualify leads, prepare quotes, and manage your pipeline using state-of-the-art cloud technology.

Visualize and Analyze Data

Dashboards help you make sense of data and decide what to do next. Dynamics 365 for Sales comes with several pre-built dashboards tailored to different roles, while visuals help you focus on what's most important to meet your quota, like the status of opportunities in the pipeline, sales goals, and active leads. Dashboards can also be customized to match your preferences using a point-and-click editor. In addition, ready-made interactive dashboards and reports in Power BI enable you to combine sales data with other sources to gain insight into sales performance without needing to rely on a technical resource.

Sort, Filter, and Search Leads

Leads, contacts, and other customer records are displayed in lists that you can sort, filter, and search. Without leaving the app, you can view your data in Excel, make changes, and save your data back to Dynamics 365. Dynamics 365 comes with pre-made Excel templates for generating reports, so you can forecast sales and manage active opportunities in the pipeline. You can also create your own templates and share your customized analysis with other people in your organization.

As you work on an opportunity, the business process bar at the top of the screen gives you a convenient way to see what your next steps are. It also tells you what information you still need to gather as you qualify and develop the deal, put together a proposal, and add discounts.

Collaborate with Your Team

Using Skype for Business, you can make sales calls, host online meetings, and send instant messages with your team from anywhere with a phone, tablet, or computer. In other words, there's no need for a traditional phone system to be able to connect with your leads, take notes, and create tasks that automatically become a part of the communication history.

Microsoft OneNote is a note taking app for gathering your notes, drawings, screen clippings, and audio recordings related to a sales lead all in one place. Suppose that you need to reach out to someone who may know this lead to help with an introduction. It's easy to add key stakeholders who can help you win the deal. When it's time to pull the numbers together for a proposal or price quote, simply collaborate with your team on the document until it's ready to send, and when you've got the deal locked, mark it "Close as Won" on the command bar, and you'll be on your way to meeting quota.

With Dynamics 365 for Sales, you can "bring your A game" every day with a simple tool designed to help you manage your leads and close more deals. Contact us to discover how to customize your Dynamics 365 experience to your organization's business flows.

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