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How to Create Better Relationship with Customers Using Dynamics 365 for Sales (CRM)?

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In order to survive in this competitive market, it is essential to maintain healthy relationship with customers. Organizations not only require attracting new customers but also need to keep existing ones satisfied and happy. However, keeping customers happy requires a personalized approach. To deliver personalized experiences to customers, organizations need to understand their preferences, their values and their histories. Furthermore, organizations also require finding correlations; isolating patterns and tracking trends in order optimize customer experiences.

A customer relationship management (CRM) solution can help organizations to organize customer data into meaningful way, enabling them to understand customer buying behavior deeper, and essentially, their market better. Microsoft Dynamics 365 for Sales (CRM) is a robust, cloud-based solution that allows organization to tailor the customer experience for improved engagement, incremental business and better profits.

With Dynamics 365 for Sales, organizations can easily build strong relationships with their customers; take actions based on BI driven insights, and close sales faster. D365 for Sales enables you to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns with Dynamics 365 for Sales and even follow service cases associated with specific accounts or opportunities. As a part of Microsoft Dynamics 365 offerings, Dynamics 365 Sales app provides a clear picture of information from various touch points, helping you to stay on top of your customer data.

Using built-in intelligence and predefined business processes such as sales procedures with clear steps and tasks, you can improve efficiency to boost turnover. By bringing all customer data in one single clear summary, Dynamics 365 for Sales provides real-time & updated information to your team. With predictable data (machine learning & BI), your sales teams can maximize efforts to build stronger customer relationships.

Key Capabilities of Microsoft Dynamics 365 for Sales

Sell smarter with contextual insights – Dynamics 365 for Sales offers real-time insight & analytics, as well as predictive and proactive information to your team, enabling them to deliver personalized experiences. With Dashboards, contextual charts, and Power BI Q&A, Dynamics 365 for Sales offer a perfect mix of information and collaboration while reducing distractions. With lead and opportunity scoring based on advanced scoring models, Dynamics 365 for Sales helps in improving conversion and win rates. D365 for Sales enables organizations to monitor results, and hold everyone accountable every step of the way. With Dynamics 365 for Sales, you can easily know how and when customers interact with emails, helping you to be more proactive and responsive in communication.

Personalized Engagement & Experiences – D365 for Sales enables you to build trust and easily manage relationships by unifying relationship data and processes. You team doesn’t need to waste time in searching information across different touch points. With meeting notes, events, and custom sales documents available at single database, you team can collaborate seamlessly. Furthermore, you can measure customer sentiment and improve sales engagement by bringing customer data together with survey insights from Microsoft Forms Pro. By viewing interactive org charts, you can keep track of each account’s contacts and understand the relationships among them to identify potential stakeholders and influencers.

Sales Literature – Dynamics 365 for sales minimizes routine tasks and helps you to concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials. You can create and archive sales literature to ensure consistency when communicating with clients and prospects. D365 for Sales ensures that sales activities don’t slip through the cracks with integrated activity tracking and reminders.

Enhance Productivity – Dynamics 365 for Sales allows sales team to organize and share customer information in real-time – to easily track leads, view customer info, and open support cases – using Office apps seamlessly integrated into Dynamics 365. D365 for Sales works seamlessly with productivity tools like Outlook, Excel, and SharePoint, enabling your salespeople to perform routine activities, like planning their day, reviewing customer information, scheduling meetings and holding online meetings, in a few clicks.  

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Accelerate sales performance – With pipeline analysis, deal insights, relationship analytics, and conversation intelligence, sales managers can drive performance. Actionable insights based on Business Intelligence (BI) enable sales managers to discover emerging customer needs while they can gain visibility into conversations, and provide actionable feedback through built-in coaching tools.

Available anywhere, on any device – Built on Unified Interface framework that uses responsive web design principles, D365 for Sales offers an optimal viewing and interaction experience for any screen size, device, or orientation. This app can be optimized to work on mobile devices as well as desktops.