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5 Reasons to Choose Dynamics 365 for Sales

12 Apr

5 Reasons to Choose Dynamics 365 for Sales

by SMB Suite
in Managed IT, SMB Blog
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Increase Your Selling Power with Outlook-Integrated Dynamics 365 for Sales

According to Aberdeen’s most recent reports, 87% of best-in-class companies use CRM – because CRM works. The reason it works is because CRM does more than organize customer data for you, it also helps salespeople perform better and close more deals. Read today’s post to learn more about how Dynamics 365 CRM for Sales helps your hard-working salespeople maximize their opportunities and increase revenues companywide.

  1. Get Information Anywhere and Any Time

By harnessing the power of the cloud, Microsoft Dynamics 365 for Sales helps your salespeople qualify leads, prepare quotes, and manage their pipeline – no matter where they are. Since the software is based on the cloud, it’s updated in real time and accessible and usable on a smartphone, tablet, or other mobile device. That means your salespeople can close deals right on the spot.

  1. Stay On Track with Sales Dashboards

Your salespeople will have access to important information at a glance with the attractive graphical dashboards located in the CRM. The software organizes leads into easy-to-read funnels and charts that help your salespeople identify opportunity status, sales goals, and active leads (pre-built), or empowers them to customize their own dashboards quickly with a point-and-click editor.

  1. Increase Competition with Interactive Reports

Great salespeople not only compete with each other, they also compete with themselves, setting ever-higher standards for achievement. Interactive reports from Microsoft Dynamics 365 CRM for Sales help your salespeople target and track their important metrics with drill-down, easy-to-build reports that offer natural language Q&As.

In addition to the reports in Dynamics 365 for Sales, your salespeople will also have access to a variety of pre-made report templates for Excel, so they can manage their leads and sales forecasts easily. They can also create their own Excel reports that reflect important data, and share them with anyone in your organization.

  1. Find the Next Great Opportunity with Comprehensive Lists

It’s all about the next great opportunity for your salespeople, and when they have access to sortable, filterable, and searchable lists that come with the powerhouse CRM, and can even view, manipulate, and save their list data in familiar Excel without leaving Dynamics 365, they’ll always be on the lookout for more opportunities.

Studies show that the more familiar new software is, the better and faster your adoption rate will be, and with a CRM from Microsoft, you can bet the interface will be familiar to all your employees.

  1. Ensure Follow-Through with the Business Process Bar

When your salespeople access leads in the system, they’ll always see the business process bar at the top, an exciting feature of Microsoft Dynamics 365 CRM for Sales. The bar tracks their progress as they develop an opportunity, outlining each step in the sales process and identifying clear, logical next steps for your busy salespeople. This will help them ensure follow-through and stay up to date with the latest developments in even the lengthiest sales cycles.

And There’s More…

From Skype integration for sales calls and collaboration, to OneNote integration for one-stop sales data collection (including audio notes!), to document collaboration for quotes or proposals, Microsoft Dynamics 365 for Sales has even more tools to help your team close more leads and increase revenues – that’s a win-win for everyone.

Maximize your growth and increase your revenues when you:

  • Centralize customer information 
  • Automate marketing interactions 
  • Provide business intelligence 
  • Facilitate communications 
  • Track sales opportunities 
  • Analyze data 
  • Enable responsive customer service 

 

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.