Is your business struggling with sales hurdles? Many small and medium-sized companies face challenges that slow growth and cut into profits.
Here’s the good news: Dynamics 365 Sales offers intuitive tools to tackle these issues head-on. In this post, we’ll walk you through six common sales challenges and show you how Dynamics 365 can help your business overcome them.
We’re talking about practical solutions that fit your business needs – no complicated jargon, just real results. At ServerSys, we’ve helped numerous SMEs harness the power of Dynamics 365. Ready to see how it can work for you? Let’s get started.
1. Inconsistent Sales Forecasting
Are you tired of playing guessing games with your sales forecasts? Dynamics 365 Sales can transform forecasting for businesses of all sizes. Its dashboards provide real-time insights, enabling quick, informed decisions. AI-powered capabilities analyse trends and patterns, providing meaningful predictions and suggesting your next best move.
The pipeline management tool allows you to see all your deals at a glance. It flags potential issues early, saving time and keeping sales on track. By combining your sales history with current opportunity data, Dynamics gives you a clear picture of what’s coming.
2. Long Sales Cycles
Dynamics 365 Sales provides tools to speed up your sales process without cutting corners. Let’s look at how it can help you close deals faster and more efficiently.
The Sales Sequences feature is like having a GPS for your sales journey, guiding sellers through each step in line with your process. This means no forgotten follow-ups or missed opportunities. Your team stays on track, and your leads move through the pipeline faster.
The Opportunity Management tool instantly spots bottlenecks. It gives you a comprehensive view of your entire sales pipeline, allowing you to identify and resolve any blockages quickly.
But here’s the game-changer: Dynamics 365 uses AI to analyse your sales data. It identifies patterns in your longer sales cycles and suggests practical ways to speed things up.
3. Low Conversion Rates
Frustrated with chasing leads that don’t convert? Dynamics 365 Sales provides the tools to turn more of your prospects into paying customers.
Predictive Lead Scoring identifies high-potential leads, helping teams to focus on the most promising opportunities. The system also provides Copilot insights and recommendations, enhancing your upselling and cross-selling strategies based on sales history and customer interactions.
Dynamics automation features can streamline processes by handling routine tasks such as follow-ups and lead nurturing, leading to higher conversion rates.
4. Inefficient Use of Sales Time
Are admin tasks eating up your selling time?
Dynamics 365 helps sellers boost productivity in various ways, enabling you to focus on closing deals and growing business. For instance, the Sales Accelerator work list organises and prioritises tasks (above), putting crucial leads and opportunities at the forefront. This avoids wasted time figuring out what to do next – sellers can easily see which high-value activities to focus on next.
Dynamics 365 integrates seamlessly with other Microsoft tools like Outlook, Teams, and SharePoint. These inbuilt integrations provide access to vital information and communication tools in one place, significantly reducing time spent switching between applications.
With Copilot for Sales, you gain actionable insights, personalised recommendations, and even a helping hand drafting emails. Plus, it lets you update CRM from Outlook, keeping everyone in their workflow and saving valuable time.
Conversation Intelligence is another feature that helps sellers maximise selling time. It includes insights from call recordings, automated call transcripts, and action recommendations following conversations.
Using these and other capabilities in Dynamics 365 Sales, your team can spend more time selling and less on administrative tasks.
5. Incomplete Customer Data
Dynamics 365 removes data blind spots, giving sellers the complete customer picture they need to close deals quickly and grow relationships.
As a Microsoft Power Platform product, it automatically connects with other Dynamics apps in your organisation. For example, you can gain instant access to case histories, service agreements, and satisfaction surveys from Customer Service and Customer Voice.
Dynamics 365 Sales also connects with existing marketing automation solutions and ERP systems. This provides sales teams access to event registrations, order histories, account statuses, and other crucial customer details. This level of integration ensures your team has all the information they need to personalise each customer interaction.
6. Aligning sales and marketing
Dynamics 365 Sales with real-time journeys helps break down the barriers between sales and marketing teams, creating a unified approach that drives results. It integrates customer journeys across both departments, ensuring smooth transitions from marketing to sales. This can automatically assign tasks to your sales team based on customer actions, so you never miss a hot lead. With shared lead scoring, your sales team can focus on the most promising prospects, maximising their time and effort.
Real-time engagement features let you respond instantly to high-intent prospects. Dynamics 365 handles the seamless handoff of qualified leads from marketing to sales, complete with all relevant interaction history.
Cross-team analytics provide insights into the entire customer journey, fostering cross-team collaboration and highlighting areas for improvement.
Ready to transform your sales process?
At ServerSys, we specialize in helping small and medium-sized businesses like yours overcome sales challenges. We’ll tailor Dynamics 365 Sales to fit your unique needs and budget, ensuring you get maximum value from your investment.
Take the first step towards improved sales performance. Contact Serversys today for an initial consultation.
