An Introduction to Microsoft’s Dynamics 365 CRM for Sales

The challenges that most often drive the adoption of a new CRM system are typically two factors: tracking and managing the sales process. As a seasoned operations and account manager, I’ve worked with a variety of CRM systems, such as Salesforce and NetSuite CRM. From personal experience as well as speaking with clients and other industry professionals, the Microsoft Dynamics 365 CRM provides an excellent platform for businesses that want an easy-to-use system.  

XRM³ published a great quick, informative video to acquaint new users and share some tips for Sales Management in Microsoft Dynamics 365 CRM.  

In a successful sales team, your account managers must efficiently track leads, opportunities, activities, and tasks. There are multiple ways to keep up with your team’s sales-related events using Dynamics CRM.  Dynamics 365 provides managers with a complete view of forecasted sales, with the flexibility to segment the pipeline by product, territory, salesperson, or sales stage.  

A key metric that sales managers routinely focus on is the sales pipeline. In Dynamics CRM, activity tracking is very intuitive, and activities are displayed in chronological order to give managers a good overview of their team’s current pipeline and task out necessary assignments. CRM users can schedule future tasks for themselves or other members of the team right within the CRM record to allow teams to stay internally connected with every joint opportunity. Dyn365 Pro published a good blog post on additional CRM tips for sales managers.  

Microsoft’s Dynamics 365 CRM provides an efficient solution for both the sales manager and account managers the tool they need to collaborate with both clients and team members externally and internally. If you’re interested to see if Dynamics 365 is right for your business, schedule a discovery call with KTL Solutions. We have a team of solution experts happy to meet and bring insight to your organization.  

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