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Sabrina Zimara, DFC Consultants

New Sales Features in Microsoft Dynamics CRM 2015

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At the end of the year every sales person is feeling the crunch of trying to close that final deal. What if you could sell more, win faster and drive more results? You could through the in-depth sales features in Microsoft Dynamics CRM 2015. This new release features additional functionality based on the way people are buying today.

Guided Sales Processes

Guide sellers toward your desired outcomes with process flows. With CRM 2015, you can configure a single business process flow, which after a common qualification stage splits into two branches, one specific to products and the other for services.

sales process

Product Families

We all know that up-selling should always be the rule, not the exception. Boost your bottom line by automatically bundling products and recommending related products for cross-selling and up-selling. Your salespeople will be able to view suggestions for adding to the sale and get recommendations for accessories or substitutes while they’re working on the deal.

Sales Hierarchies

Manage your sales data in a way that makes sense for how you run your business. From the hierarchical view for accounts you can:

 

  • See how an account is doing in overall revenue
  • Drill into tiles for sub-accounts to see where the deals are coming from
  • Find out who is working an account and enlist help from others by sending email or sharing the account with other salespeople
  • View important details about each account, such as credit limit and latest activity posts for the account

 

Stay Mobile

 

Microsoft Dynamics CRM 2015 is available on Windows 8, iPad or Android tablets so you can stay on top of your sales information even when you’re on the road.

by DFC Consultants

 

 

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