dynamics 365 for sales

Sell effectivelyMicrosoft Dynamics 365 for Sales

Lou GucciardoDynamics 365 Business Analyst

MicrosoftDynamics 365

Common application platform: PowerApps, Microsoft Flow, Common Data Model

Microsoft AppSource

Dynamics 365Intelligent business applications in the cloud

Azure IoT Suite

Power BI

Cortana Intelligence Suite

SalesCustomer Service

OperationsField Service

Marketing

Project ServiceAutomation

+

Sales has changedCustomers are 57% of the way through the buying process before talking to the supplier

57%

of sales reps consider their jobs to be highly complex70

%

Reps spend more than 67% of their time on non-selling activities

67%

Microsoft & CSO Insights, How to Build a World-Class Sales Organization, 2015.CEB, Why You’re Losing Competitive Advantage, 2015.Microsoft’s Sell In The Now – How to make your sales team more productive.CEB, “5 Statistics Every Sales Executive Must Know,” 2014.

What’s top of mind for sales leaders

Grow business

Win faster

Stay focused

Microsoft Dynamics 365 for SalesEmpowering sellers to drive personal engagement with their customers

PersonalEngagemen

t

CustomerManageme

nt

Actionable Insight

Sales Performanc

e

Seller

Customer

Manager

Lead prioritizationProspect and build qualified pipeline using predictive intelligence to focus on the right lead.

Relationship health*Determine health, risk and next best action, to focus on selling to the right account at the right time.

Product recommendationIncrease opportunity size with cross-sell recommendations tailored to your customer’s needs.

Customer intelligenceEngage customers better through intelligent insights from analyzing all customer data in near-real time.

Actionable Insight

Microsoft custom research on digital transformation of sales, 2016

“The amount that you can see on what your customer is doing is huge. We measure everything.”

Email intelligencePrioritize your communications with customers that are most engaged by tracking email interactions.

Social sellingShare, find and connect with new companies and people to develop your contacts and generate new leads.

Relationship assistantEmpower the seller to personally engage and deliver business value using rich data insights.

Content collaborationReduce the time your seller spends searching for and creating personalized sales documents.

Personal Engagement

“The only way to gain a competitive advantage in our business is to destroy the status quo... customer engagement is a key differentiator for us.”



“You can't hide from the mobile trend and there's no substitute for having access to information anytime.”

Opportunity managementManage and close more deals by connecting with and delivering role-specific insight for each customer.

Sales mobilitySell smarter, anywhere using rich, modern mobile apps providing contextual news, social data, and task flows.

Sales processOptimize your sales efforts and know what steps to take next to close deals faster a guided sales process.

Partner managementRecruit, on-board, and strengthen your partner channel through deeper enablement and activation.

Customer Management


“We do twice as much business with a third of the staff as before. We have automated our processes internally.”

Seller onboardingAlign sales behavior with contextually-rich training, walkthroughs, videos, and articles right in the app.

Sales effectivenessHit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time. Reports & dashboardsManage pipeline with pre-built, interactive dashboards and reports, advanced visualizations, and natural language Q&A.

GamificationTurn work into play by letting sellers team up to collaborate and compete in fun, engaging competitions.

Sales Performance

Why Dynamics 365 for Sales

Role based solutions built to deliver

personal customer engagement

Familiar tools in the context of your

sales processes

Built-in intelligence to proactively guide to optimal outcomes

Grow, evolve and transform with modern,

extensible platform

Productive Adaptable

Intelligent

Purpose-built

Microsoft Dynamics 365 for SalesEmpowering sellers to drive personal engagement with their customers

PersonalEngagemen

t

CustomerManageme

nt

Actionable Insight

Sales Performanc

e

Seller

Customer

Manager

Relationship InsightsDetermine relationship health and deliver contextual insights that assist sellers in delivering a personal engagement with customers. (n)

Partner HubOptimize the partner lifecycle through visibility, deal management, field and project service, and collaboration to increase partner loyalty and customer sales. (e)

Unified business processEasy-to-use designer to manage approval process for discounts and rebates while helping sellers offer the best product bundles. (e)

GamificationKeep sales reps motivated and engaged even longer. (e)

What’s new in Sales

Customer stories

Transform customer experience

“Once our Customer Insights solution is fully operational and fully deployed, we should be add another £7.7 million added to our bottom line each year.”

Mike McMinnGroup IT Director, Marston’s

Deployed Dynamics 365 for Customer Insights to help personalize the customer experience and upsell food and beverages.

They combine Facebook, Twitter, TripAdvisor Wi-Fi logins, surveys and point of service data to create a 360 degree customer view.

Create role based dashboards for executives, area managers and serving staff to serve customer better.

Additional Resources

What is Relationship Insights?Relationship analytics*Using rich data signals, automatically determine relationship health, risk, and next best action.

Email engagementStay on top and prioritize those prospects or customers that are most engaged by tracking email interactions.

Relationship assistantEmpower your sales team to personally engage with the customer leveraging relationship insights.

Auto captureAutomatically preview relevant email and choose to track and share with your sales team without having to switch applications.

Reimagined user experienceSpot insights more quickly with a new design for navigation, personalization, and data filtering.

Discovery centerBuild your pipeline by identifying new prospects, directly from the sales app.

Ease of administrationStreamline admin with user and organizational preferences inside the sales app and customizable field mappings.

What’s new in Insights, powered by InsideView

Predictive scoringKnow which consumers and businesses to target, with lead scoring based on custom predictive models built using customer data, demographics/behavior, and machine learning

Predictive prospect list builderAutomatically generate new prospect lists for multichannel campaigns including mail, email, phone, and online display

Marketing list validationRun more effective campaigns with marketing lists that contain accurate and complete data for consumers and businesses

What’s Versium Predict

dynamics 365 for sales

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