1. Better visibility on customer engagements
Sales reps conduct most of their business from their mobile device. As such, they're not always in a position to take everything down. This feature ensures you have every important detail on hand with automatic transcriptions for calls and online meetings, automatic assignment of calls to the relevant Dynamics 365 entity, Conversation insights and action item extractions.
2. Personalized work queue
This feature lets sales reps customize their workspace based on their tasks. Flexible views let them initiate a variety of tasks without having to switch between different applications, facilitating their daily activities. For example, they can initiate calls and send emails directly from the customer's record, while updates on all types of tasks let the representative follow up easily when needed.
3. Seller KPIs and manager dashboards
Our Director of Sales and Marketing can't wait to try this one out! Dashboards and KPIs keep sales goals organized and updated in real time, encouraging productivity. Managers can easily review their team's performance and coach reps to speed up the sales process. A lack of visibility on these indicators makes it hard to know the status of sales and how quickly goals will be reached, but thanks to this feature, you will have this data on hand at all times.
4. Pipeline manager workspace
This new personalized workspace is optimized for pipeline management. Customization options make the workspace intuitive and easily accessible. As a result, sales reps can view, filter, and manage their opportunities without having to navigate away from the work surface. They can view the data they need, use filters to sort through information quickly, and take action without toggling between applications.
5. Tracking of most relevant sales goal metrics
Increased visibility into metrics is key to understanding progress in relation to sales goals. Users can select out-of-the-box calculated metrics called "stats" from a predefined set to better understand their pipeline. These stats can even be configured and mapped to relevant opportunity fields for better visibility and efficiency.
Want to learn more about the new features available with this first 2021 release for Dynamics 365 Sales? Visit the Microsoft website for the
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About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit