How Dynamics 365 Can Help Your Reps Become Super Sellers

Your sales reps want to sell. Plain and simple. So, you need to provide them with the tools they need to be successful. It will keep them productive and happy, and it will benefit your business.

Without the right technology and processes, your team will have great difficulty meeting the hurdles of selling in a competitive marketplace. Inaccurate sales forecasting coupled with the challenges of remote selling and working in disparate systems can slow the whole sales process. On top of that, menial and manual administrative chores can detract focus from more valuable income-generating pursuits.

Help your reps be more efficient

According to a Forbes report, sales representatives might invest over half of their work time on administrative tasks that do not generate income.  The amount of time spent searching for information,  entering sales data, and endlessly repeating tedious manual processes can zap a sales rep's energy and negatively affect their productivity. Being busy and being productive are not the same. You want your top performers to focus their time on high-value activities.

Dynamics 365 for Sales is the solution that will free your reps from the tedious manual processes and provide them with the tools they need to be more organized and more productive. In addition, Dynamics 365 for Sales includes seamless integration with the other productivity tools they use every day, such as Outlook and Excel. For example, they can program routine follow-up messages and easily update opportunity records right from Outlook without switching apps.

A tool for working remotely 

Much of their work, for many sales reps, takes place out of the office. With organizations increasingly adapting to remote working, your team needs tools that allow them to engage with buyers throughout the sales cycle, no matter where they are.

Dynamics 365 will connect your sales team across multiple regions or divisions to a shared account. As a result, each sales rep can have a complete picture of their prospects and customers so they can see how to deliver added value to them and to your business.

Guided selling in Dynamics 365

Guided selling allows your team to create playbooks that ensure consistent and effective sales processes. The playbook will guide your reps through the opportunity lifecycle and make sure communication is timely and aligned to the buyer's needs. Playbooks and sales workflows are also dynamic and can adapt to changes during the sales cycle.  

Centralized account information

Dynamics 365 can be your single source of truth throughout the sales process – from leads to closed sales. Sales reps want a centralized place for managing all their sales activities. In addition, they need real-time insight around sales goals. Dynamics 365 helps sales reps prioritize their actions and tasks. With complete visibility, they'll know which calls to make first. When following up with customers, leads, and sales opportunities, insight and the right tools will make the whole process smooth and efficient.

In addition, a single view of each account will reveal all the relationships and touchpoints throughout your organization so sellers can have more relevant and effective communication.  A unified account view can also uncover new cross-sell or up-sell opportunities, allowing sales reps to add incremental customer value while protecting their most profitable accounts. 

Accurate sales forecasting

Having an easy-to-use, centralized system for tracking sales opportunities is the underlying foundation for accurate forecasting.  If your solution doesn't make it easy to enter information, your team will resist using it, and you will never have the information you need for accurate sales projections.  This level of insight is essential for organizations with a distributed sales force that crosses multiple territories or lines of business.

Managing a sales pipeline should not be difficult – in fact, the simpler, the better.

Territory management

Territory management in Dynamics 365 for sales helps businesses with various sales structures to organize their activity based on geography, product lines, customer segments, territories, etc. Hence, you can measure sales performance against expected goals in real-time and with greater accuracy.

No matter your industry, now is the best time to leverage Microsoft Power Platform and Dynamics 365.  Organizations worldwide are moving their business processes to the cloud for greater resiliency and adaptability.

We want to continue the conversation and tell you how Microsoft Dynamics 365 for Sales help make super sellers of your sales team.  Contact our Dynamics 365 experts at Crowe.

By Crowe, a Microsoft Dynamics 365 Gold Partner, www.CroweCRM.com

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