As technology evolves, so does how we sell and how we spend our time selling.
Consumers and buyers now expect personalised experiences, follow-up emails, and recommended purchases based on their habits – which means we must keep evolving to exceed those expectations and work more efficiently by prioritising whom to engage with.
We have so much data to work with now, it can be overwhelming, but luckily Microsoft Dynamics is here to help.
Microsoft Dynamics 365 Sales can help your sales team work together effectively helping to close more deals. It helps them prioritise the buyers with the highest chance of being converted to sales, work collaboratively on Teams, and use AI to capture data and make real-time recommendations.
Sales teams shouldn’t have to input data on old CRM systems anymore. In fact, there are new sales capabilities with the 2023 release wave 1.
Speed up the sales process with the sales accelerator which will help you to prioritise your workload and give you automated recommendations to guide you through best practices. Updates will help AI-powered suggestions and enhanced sequenced capabilities.
It’s like having a PA and a guide rolled into one. Sales calls can be transcribed and then AI can pinpoint possible actions to follow up with. The new release sees text messages being added as an additional channel to engage through.
It’s really hard keeping track of the roles of people within the many organisations you deal with as a seller. This is where the new Org Chart function comes in. It presents a hierarchical chart of who works at the business, including who the decision-makers are. It’s an efficient and quick way to look at the stakeholders, which keeps you on top of their pipeline and streamlines communication into one place.
Back in October 2022, Microsoft Viva Sales was launched to give sales teams AI-driven insights and data automation to improve productivity. After all, not everyone spends all their time in CRMs, with time wasted extracting data from them. In fact, most just need a space to collaborate effectively and keep track of customer opportunities.
Viva Sales combines the power of Microsoft 365 and Teams to automatically capture data into your CRM system, saving you valuable time.
More recent updates mean you can now customise your CRM forms and fields, out-of-the-box and custom entities – visible from Outlook’s side pane, and sharable from Teams.
To find out about the latest updates with Microsoft Dynamics 365, contact us on 01952 897 010.
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etac Solutions are long established suppliers of Microsoft Dynamics NAV and now provide Microsoft Dynamics 365 Business Central as part of our ERP services. We pride ourselves in taking a different approach in order to craft the most appropriate solutions for our customers. We are a technology partner who can integrate, implement and then support your ERP solution at every step.