A comprehensive sales management application by Microsoft, Dynamics 365 Sales offers multiple possibilities to nurture trusted relationship with leads and accounts, and translate more opportunities into sales. Our goal for today is to overview the possibilities you gain with this tool and explain how they help to establish effective sales processes.
In our demo, you take up a role of a sales rep at a company manufacturing machinery and equipment for the food processing industry. A minimum deal cost is $100K+ so you need to adopt a very consultative and personalized selling approach to inspire trust in your leads. Let's walk through a sales process as a new lead arrives.
In Dynamics, you can set a well-structured sales process guiding you through the actions expected at each step. You can continuously improve the process as your experience in sales grows.
Dynamics comes into play early at the step of lead qualification when you need to ascertain that a lead is willing and able to buy your products or services.
Within your sales department, you may have certain criteria to measure lead quality (e.g., company size, location, budget). You fill in the company information to check.
You make a call to the lead and clarify the details of their request. Excellent, they are definitely your target buyers so you proceed to lead qualification.
You rate the lead by priority.
Click Rating
Selected records will be created in the system automatically when the lead is qualified
Click Ok
At the stage of opportunity development, you nurture positive relationship with stakeholders and work on a proposal.
Dynamics employs an Al-driven predictive model to estimate the conversion potential of an opportunity. This helps you prioritize your time and effort to focus on more profitable deals.
Dynamics is not only a tool to connect with leads but also an excellent platform for team collaboration. Click "+" icon to form your opportunity team and start working out a proposal.
Once the opportunity team has been created, you can move on directly to the Proposal step.
Click the next stage button
You normally have many opportunities and proposals on the go, so you rely on Dynamics to create tasks and get automated reminders. When you respect the deadlines, business people are more willing to develop trust in your company.
In Dynamics, you can make notes throughout your communication with leads and manage different types of activities (emails, appointments, phone calls) from a single dashboard.
When the proposal is ready, you proceed to the Negotiation stage.
Click the next stage button
You schedule an appointment with your lead's team to present a proposal. The process is quick and intuitive.
Click "+" icon...
2 Custom baking Lines
Online via Skype for Business
1:00 PM
2 Hours
and add all the related information. From here, you can send appointment notifications to all the participants and set an automated reminder to yourself to have everything ready by the time of the event.
1. Customer's challenge
2. Proposal; vision of the solution, benefits of the solution, design and manufacturing plan, timeline, budget.
3. @ & A
Join Skype meeting
Click save to add the appointment to your schedule.
Some time has passed
After you have presented the proposal, the customer makes the decision to move forward with your company and is ready to sign a deal
It's time to enter a final stage of sales funnel.
Click the next stage button
After all the required documents are signed, you close the opportunity.
Click "Close as won"
In Dynamics, you use accounts to nurture long-term customer relationship. Since you can access the full context of interactions and opportunities with a particular customer, you can re-engage with them in a targeted way.
In Dynamics, you use accounts to nurture long-term customer relationship. Since you can access the full context of interactions and opportunities with a particular customer, you can re-engage with them in a targeted way.
We will help you automate your sales workflows and drive the productivity of your sales team with Dynamics 365 Sales. Let's discuss!.
Well-organized sales pipeline and clear guidance through sales steps
Focus on the most promising opportunities
Collaboration space for your sales and production teams
Contextual communication with leads and customers
