Microsoft Dynamics 365 Sales Agency

Microsoft Dynamics 365 Sales

Build relationships and grow revenue with Microsoft Dynamics 365 Sales

The complete solution to manage customer relationships, close deals and boost sales revenue.

Microsoft Dynamics 365 Sales is a comprehensive sales application; that provides salespeople with the insights and action plans they need to bring in new clients, build strong relationships and close sales quickly. With inbuilt organisational capabilities, Dynamics 365 Sales is designed to help salespeople to efficiently manage all their accounts and contacts, correspond efficiently and generate consistent sales collateral.

Microsoft Dynamics 365 Sales Consultancy

SI ICT’s team of specialist Microsoft Dynamics 365 Consultants have a proven track record of tailoring and implementing Microsoft Dynamics 365 for Sales across many different verticals.

Benefits of Microsoft Dynamics 365 Sales

Build on Intelligence

Using CRM, identify customer behaviour, buying trends and forecast customer pipelines

Collaborate

Unite by sharing conversations, activities, notes and proposals with colleagues

Streamline efficiency

Automate monotonous part of your sales processes so your team can focus on actual selling

Integrate

Seamless integration with other Microsoft products such as Teams & SharePoint

Types of Microsoft Dynamics 365 Sales apps

The Dynamics 365 Sales Hub Application

Built on the Unified Interface framework meaning it uses responsive web design principles to provide a seamless user experience regardless of the screen size, device or orientation it is viewed in. It contains the entire Sales Suite and is suitable for use by large businesses or enterprises.

The Sales Professional Application

Similar to the Sales Hub, but it operates on a smaller scale for businesses who do not need the Enterprise suite. It only includes a subset of the Sales Hub app’s capabilities but includes key insight and action features.

Benefits of Dynamics 365 Sales

Sales Application benefits

Microsoft Dynamics 365 Sales offers a wide range of business benefits your sales team members which include:-

Teaching salespeople to find more clients, maintain strong relationships and sell more effectively.

Guide them and streamline the sales process to enable them to work more efficiently.

The Relationship Assistant helps manage relationships and removes much of the admin from the selling process including by reducing the need for manual data entry.

The central Sales Hub means that all insights, correspondence and appointments are together in one place.

Sales Manager benefits

The inbuilt training capabilities within Dynamics 365 for Sales reduce the workload of Managers whilst increasing the efficiency of their salespeople. Data insights means that productivity is easily monitored and feedback can be provided in real-time. The Relationship Health statistics allow managers to identify at-risk sales and intervene before an employee loses a sale and the Excel integrations and prebuilt templates allow for quick analysis and simple, informative feedback.

Build stronger relationships with Dynamics 365 Sales

Dynamics 365 for Sales utilises the AI-driven data provided by Sales Insights to help users find more clients and maintain strong relationships. Sales uses the Insights data to help manage relationships with relationship health insights and provides suggestions for next steps with talking points, communication templates and reminders.

Dynamics 365 Sales reimagines the seller experience with accurate sales forecasts, details of emerging customer needs and highlighted at risk deals. It also provides salespeople with actionable suggestions to help them prioritise deals, analyse pipeline changes and sell effectively.

Dynamics 365 Sales quickly enhances productivity
The Sales App comes with built in automatic note-taking capabilities and contextual prompts to streamline the documentation stage. It can also scan and convert business cards into new records reducing the need for manual data entry which saves valuable time.

Streamline Training

Every phase of the sales cycle is accompanied by a business process user interface which provides contextual guidance. This enables salespeople to spend less time asking questions and more time selling. The Dynamics 365 for Sales application also includes useful sales playbooks which teach salespeople repeatable, effective sales techniques to increase sales and is accessible from anywhere and on any device.

Dynamics 365 Sales Licensing

Dynamics 365 Sales includes three different solutions that you can be licensed for, these are: Sales Enterprise, Team Licensing Sales Professional and Sales Insights.

Enterprise / Professional

The Sales application offers two standard tiers these include; Enterprise – Higher tier and Professional – Lower tier, and high level descriptions of these are included in the table below.

Sales Insights

Dynamics 365 Sales Insights is an additional solution for the Dynamics 365 Sales Enterprise application that continuously analyses the data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This help users to better understand business relationships, evaluate activities in relation to previous successes and make more informed

Team Member

Dynamics 365 Team Members are essentially light users of the solution. These users have full read access across the database that allows them to leverage insights but only with a subset of functionality.

Team Members are well suited to Senior Management employees that do not need to use the system day to day but may want to access it from time to time to reference data, look at dashboards or export report files.

The only application which requires a separate Team Member licence to access it is Business Central.

How SI ICT implement Dynamics 365 Sales?

As Microsoft Dynamics 365 Consultants, SI ICT use our expertise and product knowledge coupled with our extensive experience to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Sales solution along with user enablement whilst providing ongoing support.

Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Flow, our Microsoft Dynamics 365 for Sales solutions are specifically designed to automate the Sales and Marketing processes to cut down on tedious admin tasks and fast track the growth of your business.

Dynamics 365 Integrations

Dynamics 365 Marketing

Dynamics 365 Sales is integrated with Dynamics 365 Marketing, which enables users to create marketing campaigns and track the performance within the sales application. This integration means that departments can work together using shared workflows and timelines.

Dynamics 365 Customer Voice

Included with the Sales App, Customer Voice helps you to understand your customers and build a better customer experience. Customer Voice also provides survey and review insights to help sellers see the customer’s point of view and improve sales engagement.

LinkedIn Sales Navigator

Sales unifies LinkedIn relationship data and processes so that sellers can build trust and manage relationships on a large scale. The integration also helps identify leads and provides suggestions on how best to make introductions and recommends new connections.

Transformation Journey

Understand

During our initial meeting, we’ll understand in some detail how your organisation operates and apply that knowledge to propose a Dynamics 365 Sales solution to accommodates future business aspirations and resolve the main pain points. We will also discuss the licensing options.

Build

We will produce a functional specification document alongside a project plan and technical specification that clearly defines the solution’s deliverables. Working in close collaboration with your internal team from the start, we’ll then build your tailored Dynamics 365 Sales solution.

Transform

Once live, your fully customised Dynamics 365 Sales platform will digitally transform your business