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      Microsoft Dynamics 365

      Streamline Sales and Marketing With MS Dynamics 365 Modules

      Apr 03, 2023

      4 minute read

      Sales and marketing misalignment is one of the biggest causes of business underperformance.

      From poor communication to siloed data, lack of accountability, and different objectives, there are various collaboration issues between teams that trigger productivity inefficiencies.

      Realizing the need for synergy between sales and marketing (and other departments), Microsoft released MS Dynamics 365, an all-in-one solution, that combines CRM and ERP applications to streamline business operations.

      It comes with dedicated Sales and Marketing modules that power critical insights to manage, align, and scale various processes that help target customers effectively.

      Here are two of MS Dynamics 365’s success stories.

      A. Investec implemented the “Sales Insights Add-in” for Microsoft Dynamics 365 Sales to improve its application’s conversion intelligence capability. Dynamics 365 helped them actually listen to the important customers, manage that data, and enable better sales conversations.

      B. Campri Group deployed MS Dynamic 365 Customer Insights and Dynamics 365 Marketing which helped them personalize marketing campaigns by connecting all the data points in customer insights. It further initiated an immensely positive impact across multiple customer touchpoints.

      This blog post takes a deep dive into MS Dynamics 365 Sales and Marketing modules and unveils how it helps businesses deliver superior performance and achieve maximum ROI.

      Bring Efficiency to Your Sales With MS Dynamic 365 Sales

      Microsoft Dynamics 365 Sales is a CRM platform that helps salespeople to keep track of accounts and contacts, nurture sales from leads to orders, make data-driven decisions, and close deals faster. It provides users with deeper customer insights that help build robust brand-customer relationships.

      Dynamics 365 Sales comes with different offerings to fit the needs of every business. These include Dynamic 365 Sales Premium, Dynamic 365 Sales Enterprise, Microsoft Relationship Sales, and Dynamics 365 Sales Professional.

      MS Dynamic 365 Sales has digital selling capabilities, having pre-built intelligence to equip sales teams with adaptive guidance. Listed below are some key features of the module.

      A. Meeting, engaging, and interacting with the customers, where and how they want.

      B. Building relationships with customers by getting insights from LinkedIn Sales Navigator, finding new buyers, and keeping track of existing ones.

      C. Collaborating with the customers by getting visibility of the correct data and communicating it seamlessly.

      D. Boosting seller productivity by automating sales and marketing processes and facilitating seamless operations via apps.

      E. Maintaining selling on the go by preparing meetings and tasks.

      F. Adapting to rapid changes like revenue projections, performance, and daily actions.

      G. Integrating Dynamics 365 Sales with your third-party sales applications to increase seller efficiency and customer collaboration.

      Now that you have an overview of MS Dynamics 365 Sales, let’s explore its marketing module.

      Orchestrate Your Marketing Activities With MS Dynamics 365 Marketing

      Microsoft Dynamics 365 Marketing is an extensive solution that enables marketers to manage multi-channel campaigns and understand leads through personalized communications.

      This marketing automation solution helps customers in integrating core marketing, event management, Dynamics 365 connector for LinkedIn Lead Gen Forms, Dynamics 365 portal, and more.

      Listed below are the key capabilities of MS Dynamics 365 Marketing.

      A. Engaging customers in real-time through customer-led experiences, organizing their journeys, and delivering one-on-one experiences.

      B. Personalizing customer experience with AI by increasing engagement, improving marketing effectiveness, and acting on a 360-degree understanding of the customer.

      C. Building seamless customer experiences through collaboration, respecting their preferences, and staying organized.

      D. Operating at scale to win new customers and earn loyalty faster.

      How Do MS Dynamics 365 Modules Streamline Your Sales and Marketing?

      The model-driven apps in MS Dynamics 365 can run simultaneously on the same tenant, instance, and database. Thus, MS Dynamics 365 Sales and Marketing modules can be streamlined to smoothen the workflow between marketing and sales teams.

      This combination enables marketers and salespeople to access the same contacts, leads, journeys, and account data. As a result, both departments can collaborate throughout the marketing and sales funnels.

      Furthermore, this helps salespeople influence which contacts to join which campaigns. They can easily assign a marketing campaign to the interested contacts. They can also access marketing insights, like user journeys, segments, lead-scoring models, and custom Power BI reports that can help deliver exceptional experiences to customers.

      Besides these benefits, MS Dynamics 365 solves various issues between marketers and salespeople. Let’s dig into a few.

      Enabling Sales and Marketing Alignment to Deliver Superior Customer Experience

      The silos between sales and marketing can be detrimental to your bottom line. Here is how Microsoft Dynamics 365 can help resolve them for smoother collaboration and shared success.

      Enabling Sales and Marketing Alignment to Deliver Superior Customer Experience

      1. Lack of Transparency

      As sales and marketing teams often use separate solutions, it gets difficult to maintain a complete overview of involved activities. Consequently, if one department does not know the goal of another, tasks might be handled from different perspectives which could hinder overall progress. MS Dynamics 365 can solve this problem by providing a single platform for both departments.

      2. Difficult Lead Scoring

      It is challenging for the sales team to evaluate leads if they don’t know about the lead journey and associated marketing activities. MS Dynamics 365 provides them with the required insights for lead acquisition and user interactions.

      3. Inconsistency in Goals

      The goals and targets often vary for sales and marketing teams with distinct processes. However, with MS Dynamics 365 Sales and Marketing modules, the teams get on the same page with enhanced cooperation.

      4. Ineffective Resource Allocation

      Allocating the correct resources is crucial to ensuring long-term success. But a disconnected sales and marketing strategy could create internal silos that lead to ineffective resource allocation. Here, MS Dynamics 365 can help organizations to initiate strategic resource allocation for marketing and sales by sharing business processes.

      The Final Note

      Streamlining your sales and marketing processes is key to achieving your business goals swiftly. Microsoft Dynamic 365 ensures this with its dedicated modules and capabilities. So are you ready to enhance your business’s productivity with it?

      Want to Learn What More MS Dynamics 365 Can Do for Your Business? Schedule a Free Consultation.

      Our Microsoft experts have provided many big brands with excellent MS Dynamics 365 services over the years to grow their businesses, and we would be happy to help you as well. To learn more, just drop a line at [email protected], and we’ll take it from there.

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