CRM is a key company ally, enabling their sales team to work intelligently. A well-implemented CRM system helps companies improve communications and ensure positive experiences at every customer journey stage.
Microsoft Dynamics 365 has the advantage of being integrated with many companies' applications, such as Teams, Excel, SharePoint, OneNote, and Outlook. Find out how Dynamics 365 Sales CRM can make a company's sales easier:
When a new opportunity arises, the sales team often needs access to information scattered around different locations. The integration offered by Dynamics 365 Sales saves time and increases efficiency by eliminating the constant need to search for information in various applications.
Dynamics 365 Sales makes it easy to access leads, opportunities, accounts, meetings, contacts, and more, both online and offline. The mobile application provides a rich experience, allowing you to create, read, update, and delete information, providing productivity from anywhere. Changes made offline are automatically synchronized when online connectivity is resumed.
You can use Microsoft Dynamics 365 from anywhere! This allows the whole team to access data, relevant information from past meetings, contacts, and other customer information from anywhere, whether it's a customer visit, on the move, or in the office.
The features mentioned above not only improve productivity but also save time on repetitive and time-consuming tasks. However, CRM has other features that allow teams to save time and devote themselves to more relevant tasks, such as organizing the smart work list that helps teams prioritize their daily work and gather all the information in one place. Automation, through rules, makes it possible to automatically assign contacts to other users from specific sources, optimizing the time dedicated to essential tasks.
Simplifying the sales process is a great advantage for all companies. Integrating CRM with other applications considerably simplifies tasks such as approving reports or drawing up proposals for clients.
With the right CRM, it's possible to make sales more intelligently and with relevant information, to get recommendations and guidance at each stage of the deal so that the focus remains on moving the sales process forward. Using reports and dashboards that are always up to date, it is possible to obtain the global sales pipeline with the real forecast of orders resulting from the deals that the sales team has in progress.
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