Why Sales Executives Love Dynamics 365 as their CRM

CRM systems are incredibly useful for organizations. Unfortunately, they haven’t always been so well received by Sales Executives.

Some of the top reasons organizations choose to implement a CRM system is to:

  • Accurately forecast sales revenue
  • Improve internal communication
  • Enhance the customer experience

But sales executives are often resistant....

  • Logging sales activities requires extra steps
  • Customer records aren’t available offline, like when out on customer sites
  • It’s difficult to get useful information out of the system

When salespeople only use the CRM system to get management off their back, you’re likely to eventually end up with inaccurate, unreliable data, and sometimes even a failed CRM implementation.

Dynamics 365 for Customer Engagement is Different

Salespeople are smart. They’re typically motivated and compensated by the sales they make. Sales superstars don’t get fired for not using the CRM system. And they’re not going to use a system that doesn’t provide any direct benefit to them. Why would they?

Dynamics 365 was built from the ground-up to be a sales tool. Sure, it provides powerful insight to the entire organization, but it does so because its primary purpose is to be useful to salespeople. When salespeople understand that a CRM system, like Dynamics 365 for Customer Engagement, can help them close more sales faster and easier (which puts bigger commission checks in their pocket) they’ll eagerly embrace the system.

5 Reasons Why Sales Execs Love Dynamics 365

Dynamics 365 for Customer Engagement1. Works using the systems they already use. Dynamics fully integrates with the Office 365 calendar, contacts and emails without taking extra steps. Dynamics also allows you to create “live views” of records, update them easily in Excel and save them back into Dynamics.

2. Makes it easy to prospect on LinkedIn. Watch this video to see how sales people can use LinkedIn to gather better insight and find leads.

3. More ways to use… Dynamics 365 for Sales has full mobile functionality, allowing you up update and access records, even when offline.

4. Offline and Mobile Access. Most CRM systems have all the information, but it’s not displayed visually in a way that makes it easy to see the gaps or opportunities. Having Power BI embedded right into Dynamics 365 allows salespeople to instantly see what needs to be done.

5. Less clicks. More action. Better workflows, more integration, machine learning and artificial intelligence mean there are fewer steps the salesperson must take. D365 can set reminders and appointments, escalate issues, pull in new project costing numbers – all without the sales person lifting a finger.

Want to see for yourself? Contact us.

Author: Janet Thomas, Solutions Architect – Dynamics 365

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