A CRM that promotes sales is something that every business should be interested in. Microsoft Dynamics 365 Sales is one of the top-rated sales CRMs. Some argue though that it is possibly just because it has Microsoft as a parent so people are more inclined to drift towards a known brand. Is that true?
Well, if you consider the capabilities it provides, you realize it is a product that can stand on its own especially for small and medium businesses. To justify that, ask yourself what you expect of your CRM for Sales? First of all, it should promote sales, and then you need to know the techniques used to advance sales. Let's take a look at Microsoft Dynamics 365 Sales and see if it can do that.
There is a lot more that managers, sales teams as well as other departments can do with 365 Sales and these are not just assertions by the manufacturer. They are supported by the features and tools it possesses. Let’s take a look at them.
This feature allows a user to create an account and store all the details related to that contact within the account. This can be phone numbers, email, business name, and other information that is relevant to dealing with a contact. With this information, you can even decide what ideas to pitch to that contact. Contacts can even be grouped into segments.
This offers a quick way to provide accurate quotes to clients and prospects. The process can be automated so that even requests for a quote online are attended to immediately. You can also use it to create invoices and send them out on time for prompt payment.
Use this to handle the process of identifying opportunities, contacting leads, and then channeling them through the sales pipeline and transform them into customers.
Since marketing plays a big role in the selling process, it is helpful to have marketing features like email marketing and campaign management as part of the sales features.
Data-driven sales are more successful since it is easier to see where more effort has to be put and what is doing well so that you replicate it.
These are just a few of the key features of this module. Others include Customer contract management, quota management, app integration, etc.
Pricing for Dynamics 365 Sales is convenient in comparison to other Dynamics modules. For a comprehensive fee of $210 per month, you can gain access to all the applications within the module. If you however wish to pay less, then you would have to make do with the Customer Engagement Plan for $115 per month which is geared at helping businesses build customer relationships. There is also a Unified Operations Plan for $190 per month which gives access to applications that manage business operations.
Dynamics 365 Sales is much more than just hype. Its features and tools can be customized to a business’s needs. With its cloud integrations, you can integrate with advanced document automation software and experience even more efficient generation of contracts, proposals, and so much more.
If you’ve just discovered us, we’re excited. Try Windward Hub (integrates with Microsoft Dynamics) for free and take it for a spin. Start automating contracts, agreements, quotes, proposals and more in just a few clicks starting today.