Time management plays a vital role in boosting sales. But the research says that salespeople spend more time on doing activities other than sales. They spend only 39% of their time selling and interacting with prospects. More than half of the time is spent managing spreadsheets, carrying out administrative tasks, checking Facebook, and catching up with colleagues. However, a major part goes into handling tools and collecting customer data.
CRM can be an effective alternative to structure the team’s time. It can boost sales by 29% and productivity by 34%. But for that, we need to integrate it in a progressive way. In a way that it’s easy for you, your team, and your customers to manage their own activities and data. For this, there’s no other better option than Dynamics 365. It would give your customers space, i.e., Dynamics 365 Customer Portal, to handle their operations. It would then sync with your system and allow your sales reps to generate and convert leads into customers.
Here are the ways in which Dynamics 365 can help your sales team:
1. Achieve Growth Targets
Your sales team needs to know their performance, whether they’re in sync or lagging behind. What are the efforts they need to put in to achieve certain goals? Which customers are sales-ready? Which activities should they prioritize?
All these details are necessary to achieve targets. They can manage it and view it in a concise manner using Dynamics 365.
It also captures leads from the web and routes them to the sales team, automating the lead routing process.
2. Digital Engagement
With Dynamics 365, you can ask your telemarketers the right questions about the ongoing process and the opportunities needed, or ones you should implement.
Through Dynamics Client Portal, you can also conduct digital surveys to identify their requirements. Are they satisfied with the quality of products and services? Does the team provide detailed information? And many other questions. They can also conduct an online feedback session right from the portal. The questions such as ‘what kind of services would you prefer the most?’, What are the improvements we should work on?
By understanding the necessities, you can progress your team to improve opportunities and increase conversion rates.
3. Increased Customer Satisfaction
Customers can now solve their queries on their own via Dynamics 365 customer portal. They won’t have to call your sales team and ask for the solution; or remind them about the support or their assistance.
Customers can generate a ticket for their queries.
Your sales team can view the requests from their end and share valuable information to solve them. For updates and news, you can send automated emails. This way, you won’t have to put in efforts, and yet, you can keep customers informed.
By empowering customers to solve their issues and keeping them updated, Dynamics 365 can help you contribute towards more conversion.
4. Personalized Notifications
You can send across your sales message to the prospects that are unsure of buying. You can customize your campaigns to target them, make them aware, and take further actions when they move in the funnel. You can set autoresponders and automate sending out trigger-based emails and notifications when a customer performs a particular action.
5. Sales Forecasting
It’s essential to know the estimated targets, targets achieved, and what more can be attained in the stipulated time.
The advantage of Dynamics is that you can get these insights in the most calculated way. It means you don’t have to tally the sheets to know the accurate sales. After logging in, the dashboard would give you insights in the form of charts and reports. You can then utilize it to enhance your performance. The data would ensure that you don’t have to waste time compiling or making a rash decision.
6. Activity and Competitor Tracking
Dynamics CRM will help you track your sales team activity. With a calendar, you can create daily plans for them and yourself. You can view their schedules and make changes. Besides, you can track every sales opportunity.
It also allows you to build detailed profiles of your competitors with data such as their active sales opportunities, marketing tactics, and more. You can learn about their strengths and weaknesses.
This information can then help your sales team understand customers’ needs in specific regions, how competitors are alluring them, etc.
7. Sharing Documents and Materials
Dynamics give your team a platform to share documents and materials effectively. It improves the in-team communication and helps create more sales.
It even allows sharing of materials and data between departments. For example, the sales team can share materials with the marketing team. Together, with functions like lead scoring, lead routing, email campaign tracking, they can generate more leads.
8. Managing Access
With security permissions and access rights, you can safeguard your customers’ and staff’s data. You can restrict access to authorized users and ensure that only the defined users have permission to access sensitive data.
You can even set permissions to prevent users from exporting or deleting records.
9. Seamless Integrations
Dynamics CRM provides a single point of login for all the management activities. It allows integrating extensions such as Dynamics 365 customer portal, calendar, and sales tool.
For example, an integrated calendar tool would help you manage schedules, check availability, and alert staff about the upcoming meetings. It means, if a sales rep has to meet a prospect, the calendar will ensure they don’t miss it.
The data would sync automatically. You need to check your schedule in the system and then add it to the calendar.
Similarly, with other plugins, you can improve your productivity.
10. In-House Management
You can manage everything from stock, inventory, warehouse, customer, to territory management using Dynamics 365.
It allows creating invoices, assigning territories/customers to the teams or individuals, and more. Dynamics 365 has the capabilities of CRM and ERP. So everything that’s required to run a business, improve productivity, and boost sales, it has it all.
Dynamics 365 is one of the best CRM solutions out there. It is equipped with all the essential features. You can even customize it to work as a CRM in the backend and a portal (like Dynamics Client Portal) at the front. You can even build an interactive app for your staff and customers to help them while on the go.
Mr. Maulik Shah is the founder of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Dynamic client portal, cDynamics 365 customer portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.