Microsoft Dynamics 365

Grow Sales: New Sales Capabilities in Dynamics 365 Sales

Empower salespeople with the power of AI

Salespeople need modern sales tools to meet today’s customer expectations.

They must be efficient to:

  • Identify customers who are likely to make purchase
  • Determining the best way to reach out to potential customers
  • Building lasting relationships with customers

Salespeople cannot afford to spend too much time to analyze and understand large amounts of data. Instead, they need the data to be organized in a way that is easy to understand and can provide value to the customer during every interaction.

Essentially, the data should work for the salesperson.

New Sales Features in Dynamics 365 Sales

The newly added sales capabilities to Dynamics 365 Sales and Viva Sales simplify sales tasks and enable salespeople to engage with customers more efficiently.

Microsoft Dynamics 365 Sales empowers salespeople to improve their sales performance by prioritizing potential customers, collaborating with them using Microsoft Teams, identifying the right time to engage with them, and reviewing their performance post-call. The solution harnesses the power of AI to help sellers close more deals in less time.

Let’s take a look at the capabilities.

Focus on leads that have a higher probability of turning into deals

Sales Accelerator in Dynamics 365 Sales is a tool that helps sellers in selling more effectively by creating a list of prioritized tasks and providing automated suggestions that can accelerate the sales process. This helps sellers to focus on the most important tasks and take actions that can lead to closing deals faster.

Sequence capability

Sequences capability in sales accelerator allows you to automate these processes to nurture leads and build relationships with customers. The sequence capabilities are being improved to support account-centric selling, which is a sales approach that focuses on addressing the specific needs of a target customer.

Not only that, but it also focuses on improving effectiveness with actionable AI-powered suggestions and analyzing performance using sequence insights.

Text message

Addition of text messaging as a new channel simply communication with customers, and introduction of  AI capabilities automatically remove sensitive personally identifiable information (PII) from phone calls and provide real-time guidance for sales conversations.

New Org Chart

The new org chart capability allows sellers to keep track of activities of the various key decision makers. With this feature, sellers can stay on top of their performance and prioritize their sales efforts. In addition, the new opportunity management experience enables sellers to update their pipeline with relevant information and track progress towards closing deals.

Maintain productivity through effective communication

Collaborating efficiently with the right tools is the key to success.

Microsoft is providing salespeople with the ability to access artificial intelligence (AI)-driven insights and automation within the productivity and collaboration tools they use every day, such as Microsoft 365 and Teams. With valuable information and data-driven recommendations, salespeople can work more efficiently and effectively.

Collaboration spaces

Collaboration spaces feature in Microsoft Teams helps to bring together the right users, contextual insights, and productivity apps to enhance collaboration among salespeople. It provides a shared workspace for team members to collaborate on documents, share insights, and work together on sales-related tasks. The feature helps to improve productivity and communication among sales teams.

Copilot feature

Viva Sales integrates both Microsoft 365 data and CRM data to help salespeople create responses to their customers quickly. Copilot feature in Viva Sales provide suggested email content for salespeople based on the context of email or meeting, as well as CRM data.

The suggested content can be used for a variety of scenarios, such as replying to an inquiry, creating a proposal and so. This feature can help salespeople save time and improve productivity in the flow of work.

The 2023 release wave has introduced a range of new capabilities for salespeople, and these are just a few examples.

If you want to leverage the power of modern sales solution, you can implement Dynamics 365 Sales with the support of Microsoft Dynamics 365 Partner.

IAX SERVICES is the Microsoft Gold Partner that can help businesses transform using this advanced sales automation software. We offer reliable sales solution that can help you address pressing sales  challenges through proper configuration, customization, integration, and implementation.

We are the top Microsoft Dynamics 365 Partner in UAE, Saudi Arabia, Kuwait, Qatar, Oman, Bahrain, Jordan, Kenya, Germany, Canada, Pakistan and India.