Rising costs, inaccurate sales forecasts, and unpredictable expenses are common challenges for CFOs. Updating your CRM solution to unify customer data and align sales and marketing can make a significant difference, especially in an era where remote selling and digital experiences dominate. Dynamics 365 offers comprehensive solutions to help meet these challenges by enhancing efficiency, businesses can use Dynamics 365 for cost reduction and optimizing sales processes.

Improve Seller Efficiency and Remove Manual Tasks

Sales representatives often spend nearly two-thirds of their time on non-revenue-generating activities such as data entry, meeting preparation, and administrative tasks. These activities can significantly detract from their ability to focus on selling and engaging with customers.

Sales Force Automation (SFA)

Sales force automation (SFA) solutions streamline routine tasks, allowing sales teams to focus on more critical revenue-generating activities. Dynamics 365 for cost reduction flawlessly integrates with familiar Office 365 tools, enabling seamless connection and collaboration from any location. This integration helps in reducing time spent on non-productive tasks and boosts overall sales productivity.

Key Features

  • Context-sensitive help: Provides real-time guidance to sales representatives, helping them navigate through complex sales processes with ease.

  • Event-driven Sales Process: An intelligent system that adapts to the sales cycle, ensuring that the right actions are taken at the right time to close deals efficiently.

Benefits

  • Increased Productivity: By automating routine tasks, sales reps can spend more time interacting with customers and closing deals.

  • Cost Reduction: Automation reduces the need for manual interventions, leading to significant cost savings.

Provide Tools to Help Sellers Work with Customers Remotely

The ability to work remotely has become crucial for sales teams, especially in the current global landscape. Sales teams need robust tools to guide and collaborate with customers from almost anywhere.

Dynamics 365 for cost reduction and Remote Selling

Microsoft Dynamics 365 provides a comprehensive suite of tools designed to support remote selling. These tools enhance digital communication and create engaging customer experiences, allowing customers to buy independently and freeing sales teams to focus on high-touch customer interactions.

Tools for Remote Sellers

  • Microsoft Teams: Facilitates virtual meetings and collaboration in a secure, private environment. Sales teams can conduct meetings, share documents, and collaborate on projects in real time.

  • Dynamics 365 Sales: Maximize digital communication to build captivating customer experiences, empowering customers to complete independent purchases while enabling sales teams to prioritize high-value customer interactions.

  • LinkedIn Sales Navigator: Integrates with Dynamics 365 to provide valuable insights about leads and customers. It helps sales teams tailor their interactions based on real-time data and trends.

Benefits

  • Enhanced Customer Interaction: Remote collaboration tools enable sales teams to maintain strong relationships with customers, regardless of their location.

  • Efficient Lead Management: Sales teams can manage leads more effectively, ensuring that high-priority leads receive the attention they deserve.

Dynamics 365 Finance

Increase the speed of operating your business with the complete ERP tools to help you grow at your own pace.

Dynamics 365 Supply Chain Management

Accelerate innovation and respond quickly to quality issues with an agile supply chain.

Centralize Account Information to Reduce Time Spent Across Multiple Tools

Sales depend on relationships, and managing these relationships effectively requires access to unified customer data. Disparate data sources can lead to inefficiencies and missed opportunities.

Unified Customer Data

Dynamics 365 centralizes customer data across various touchpoints, including licensing, marketing engagements, and service requests. This unified view helps sales teams make informed decisions and personalize their interactions with customers.

Key Features

  • 360-degree Customer View: Provides a comprehensive view of customer interactions and history, enabling sales teams to understand customer needs better.

  • Integrated Data Sources: Bring together data from multiple sources, reducing the time spent switching between tools and improving data accuracy.

Benefits

  • Improved Decision-Making: Unified data helps sales teams prioritize their efforts and deploy resources more effectively.

  • Enhanced Customer Experience: Personalizing interactions based on comprehensive customer data leads to better customer satisfaction and loyalty.

Simplify Operational Excellence

Efficient operations are critical for reducing costs and improving margins. Dynamics 365 for cost reduction supports operational excellence by providing tools and processes that enhance efficiency and reduce complexity.

Operational Tools and Processes

  • Contextual Prompts: Provide sales teams with real-time suggestions and best practices, helping them navigate through sales processes efficiently.

  • Repeatable Techniques: Standardized processes ensure sales teams can replicate successful strategies across different scenarios.

Benefits

  • Cost Reduction: Streamlined operations reduce overhead costs and improve margins.

  • Increased Efficiency: Sales teams can focus on selling rather than administrative tasks, leading to higher productivity.

Dynamics 365 for cost reduction with AI and Analytics

High-performing organizations leverage analytics and AI to boost seller success. Dynamics 365 Sales embeds intelligence into daily workflows, helping sales teams increase conversion rates and win deals more effectively.

AI and Analytics Tools

  • Lead and Opportunity Scoring: AI-powered scoring helps sales teams prioritize high-potential leads and opportunities, ensuring that they focus their efforts where it matters most.

  • Personalized Recommendations: Provides sales teams with tailored talking points and next steps, based on real-time data and customer interactions.

Benefits

  • Increased Conversion Rates: AI-driven insights help sales teams close deals more effectively.

  • Data-Driven Decision-Making: Analytics tools provide valuable insights that inform sales strategies and improve performance.

Microsoft Offers a Complete Selling Solution

Dynamics 365 integrates closely with Microsoft Teams and Outlook, allowing seamless collaboration even when selling remotely. It aligns sales and marketing, engages buyers meaningfully, and reduces costs and complexity for IT teams, delivering more value than competing sales force automation solutions.

By adopting Dynamics 365 for cost reduction, companies can drive revenue, cut costs, and align their sales and marketing efforts to meet the diverse needs of finance, sales, and IT departments.

The great force to understand and solve the management challenges

ERP technology can help you integrate your business processes in a better way. Connecting business processes, systems and data gives you the intelligence, acceleration, and adaptability you need to optimize your operations. Microsoft Dynamics 365 is built to adapt to your needs and grow with you, so you can be proactive and respond quickly to any disruption or market change.

Published On: July 4th, 2024 / Categories: CRM /

Upgrade your business strength with Dynamics 365

OntargIT is an official Microsoft partner for the implementation of Dynamics 365 technologies. With our experience in various industries, we will provide an individualized approach and effective solutions that will perfectly meet the needs of your company. Leave a request now, and our team of experts will help you take advantage of all the benefits of Dynamics 365.

By submitting my data, I agree to be contacted

Upgrade your business strength with Dynamics 365

OntargIT is an official Microsoft partner for the implementation of Dynamics 365 technologies. With our experience in various industries, we will provide an individualized approach and effective solutions that will perfectly meet the needs of your company. Leave a request now, and our team of experts will help you take advantage of all the benefits of Dynamics 365.

By submitting my data, I agree to be contacted