The client card (contact) does not just store contact information in the CRM system, but also provides access to the interaction history, tasks that need to be performed.
Your employees can be provided with information on the value of the customer, his preferences, products, for use in various sales scenarios (from cold calls to customer service with a long cycle).
You minimize the risks and the human factor - storing a complete history and fixing the planned actions ensures the uninterrupted operation of the sales system, reducing the dependence on the specific performer.
Your employees know what to do and do what you need - you establish the order of actions, stable connections and the final goal for the stages of the transaction, using ready-made business processes: in the CRM-system form the approach and the rules of action regarding the opening of the transaction, its promotion in the sales funnel and tracking changes and tasks.
Customizable business processes: Adapt processes and rules to the specifics of your business using the process editor.
Collection and processing of interests allows you to record all incoming customer appeals to the company and qualify them for further work. Interests can get to the system from different sources - for example, from a website, through a contact center, from a corporate mailbox or as a result of marketing activities.
After passing interest through the sales funnel and concluding the deal, you can determine which of the channels is most effective. The process of qualification of interest, that is, the definition of key information about a client, its needs and capabilities, can be implemented in the system as a series of dialog boxes with questions for the client and options for answers.
The sales funnel is the main tool of the system for building a sales plan based on a weighted forecast. Every interest that enters the CRM system has the potential of qualification in the transaction (sale) and further, with the passage of successive stages of the transaction, the probability of its successful completion increases. By setting the probability of winning for each of the stages, taking into account the budget and the timing of the transaction, you will result in a total weighted sum of the sales forecast for the period for all transactions at all stages of the funnel.
Thus, you get a sales plan, on the one hand, and on the other hand - basic conversion rates, the provision of which will facilitate the implementation of the plan.
The dashboard tool allows you to monitor the results of transactions (interests) on a daily basis in terms of stages, actions and performers. You determine what information will be displayed on this panel - from the status of priority transactions to unpaid bills or transactions without the designated actions.
With Microsoft Dynamics 365, the manager is always aware of what and when the employee did - when the last action was committed, what is its result, what is the next planned step in the transaction or the interest (the potential client).
Assigning the responsible at the user and workgroup levels ensures that actions are distributed, including automatically, based on business rules and processes.
Synchronization with Microsoft Outlook provides users with reminders of scheduled activities, meetings and their tracking.
Assigning roles and access rights provides the user with the necessary functionality, while ensuring security.
CRM-system allows you to set goals for various indicators, which can be either the value of the amount (for example, sales revenue) or the actions performed (the number of calls to customers), including build a system of parent and subsidiary purposes.
In this case, the system dynamically recalculates the results of the employee or team in the context of the period, demonstrating not only the actual value of the indicator, but also its deviation from the currently measured value of the target indicator.
Word and Excel document templates allow you to quickly create invoices, contracts and offers by adding necessary products from the catalog and setting discounts based on existing price lists. Thus, the documents are formed, based on the parameters of the transaction, "in one click."
Integration with Office 365 and SharePoint ensures collaboration on documents, including approval processes, and their consolidation with respect to transactions and organizations to form a coherent history of interaction.
Working with data in the system provides the best user experience regarding the formation of data representations, the introduction of mass changes, export-import, as well as fast and convenient navigation.
The toolkit for building analytics is one of the main functional advantages of Microsoft Dynamic 365, which allows to form, in fact, any data slice necessary for making managerial decisions.
The report designer and diagrams, advanced search and view management tools allow you to analyze the conversion of sales stages, as well as profitability for customer segments, geography, executors, departments, periods, products or campaigns. In this case, the function drill down allows you to dynamically "fall through" the diagrams, providing details of the data.
Import-export capabilities in Excel, as well as integration with Power BI, facilitate the creation of convenient and effective scenarios for analytical work.
On tablets and smartphones, the user can access the maximum of functions necessary to perform the basic scenarios of remote work. The system provides an intuitive, user-friendly interface that is adequate to the user's scenario.
When working offline, the data will be sent to the system immediately after the connection is restored.
Mobile version of Microsoft Dynamics 365 is compatible with all popular OS.