As a sales professional, you will require powerful tools to up your game to focus on the right opportunities that would help you in closing more deals. Microsoft Dynamics 365 for sales lets you harness the power of the cloud to do everything from qualifying leads to preparing quotes to managing your pipelines. Dynamics 365 for sales come with several pre-built dashboards that are tailored for your role. A dashboard helps in making sense of the available data so that you can make informed decisions based on it and the visuals in it help you focus on the important factors that will help in meeting your quota like the status of opportunities in the pipeline, sales goals and active leads. Dashboards can also be customized to match your preferences and requirements using a point and click editor. In addition to this, with pre built interactive dashboards and reports in power Bi and natural language Q and A, you can combine sales data with other sources to gain insight into sales performance without needing to rely on a technical resource. In Dynamics 365, leads, contacts and other customers are displayed in lists that you can sort, filter and search. It also enables you to view your data in Excel spreadsheets, make changes and save your data back to Dynamics 365 without leaving the app. Dynamics 365 for sales comes with pre made Excel templates for generating reports so that you can manage active opportunities in the pipeline and forecast sales. You can also create your own templates and share your customized analysis with other people in your organization.
Dynamics 365 has a comprehensive set of tools arranged in a logically sequential manner that will guide the user in preparing a sales proposal from the instance when a sales lead or enquiry is received. The Dynamics 365 app has all the features built in to analyze the lead, develop the proposal and apply commercial metrics like taxes and discounts. It enables the use of Skype to make sales calls, host online meetings, and send instant messages to your team from anywhere using your phone, tablet or computer without the need for traditional phones. This helps to connect with your leads, take notes and create tasks that automatically become a part of the communication history all in a single click. Dynamics 365 also includes OneNote, a note taking app that helps you collect your notes, drawings, screen clippings and audio recordings related to your sales leads all in one place. All the information in one place makes it easy when it’s time to pull the numbers together for a proposal or a price quote or collaborate with your team on a sales document, thus making you well prepared for meeting your quota. Thanks to Microsoft Dynamics 365, you can now up your game and convert leads to opportunities with this simple tool designed to manage your leads and close deals.