Dynamics 365 Sales: convert your candidates into customers as soon as possible

Sales can be a highly complicated environment, both B2B (Business-To-Business) and B2C (Business-To-Consumer). We are talking about a particularly competitive sector, in which you always have to have an advantage over the competition. The technology we use is, more and more, one of those advantages that we can sell to our clients over other companies – The tools of the sector have changed a lot since the beginning of this century.

Step One: Prospect

The first question we must always ask ourselves is: Are we clear about our markets and segments to attack? It is important because it will help us choose which services to use to start looking for potential clients. Do we buy a database from a third party? Is LinkedIn Sales part of our toolkit? Do we attend fairs, events and congresses to make ourselves known?

All of these are necessary steps in getting started with customers in what is, obviously, the beginning of any business transaction: searching. Once we find those, hopefully, potential customers and obtain the necessary information (no matter how minimal), it is key to create their profile in Dynamics 365 Sales. If we already have a customer list in another Microsoft suite or a third party, we can import it.

One of the advantages of Sales is the ease with which the information can be completed: we fill in some data and we can start managing the created profile. We access the Time Scale functionality to start acting on the potential client.

When there is interest, you have to qualify

As we see that our potential client has an interest in one of our products, it is time to rate it.

Dynamics 365 Sales creates, during a default qualification:

  • An account, which is the organization to which our potential contact belongs
  • A contact, more specific than the account since it gives us all the client’s details
  • An opportunity, where we can base our value proposition

Without pause, start generating business

In the fast-paced sales sector, staying ahead of competitors is crucial in acquiring clients. We must be the fastest at all times, considering the potential competition our client may have.

As we have seen when creating a profile, the opportunity also has a Time scale section, where more than one worker can collaborate to generate the offer.

Dynamics enables quick offer generation by organizing products and services with customizable filters, including price.We can instantly obtain cost estimates to present to clients during pitches or meetings.

When we send an offer to the customer, it becomes activated. For this, there is the Activate Offer function.

Once the offer is active, it can only be edited from Review

Of course, you have to close the offer (whether successful or not) in order to close the opportunity

It should also be noted that Dynamics 365 has a tool to generate documents in Word. They can be edited so that they have their own or corporate style of the company, giving them a presentation format to the client.

The connections that Dynamics Sales allows between entities (accounts, contacts, offers, …) can be a great advantage. In this way, we can easily find a list of offers made on the same occasion.

Once we have the offer, we must continue with the business process. Now it’s time to fill in the Develop section.

If we have already completed all the necessary steps, we can proceed to Propose and fill in the form data.

In the same way, if we are sending the last offer before closing the opportunity, we can fill in the closing form in Close.

At this point, with the last offer sent and a response received by the client, we can close the opportunity by labeling it as Won or Lost.

Dynamics 365 Sales enables direct creation of orders and invoices upon obtaining an opportunity and receiving customer response. However, considering their importance in the accounting department, ERPs still carry them out.

What does Dynamics 365 Sales offer my sales team?

Your sales force needs increasing interconnection and communication. Dynamics 365 Sales manages relationships effectively, sharing real-time information and alerts.

Dynamics 365 Sales streamlines customer attraction, selling, and prioritization. Sales empowers your team with key information and instant quoting capabilities, making it an essential tool.

Nico García Fernández – Product Owner & Digital Transformation Consultant at Itequia