Customers are the lifeblood of any business. So if you’re looking to drive sales productivity and communicate better with your customers, look no further than Microsoft Dynamics 365 Customer Engagement. This tool was designed to help your business grow. Let’s find out how.
The sales function is undergoing a deep shift as digital self-serve and remote interactions are now becoming a norm. A recent survey undertaken by McKinsey & Company found that only 20-30% of B2B buyers prefer in-person sales over digital interactions. And 99% of them are comfortable to make a purchase in an end-to-end digital self-serve model.
However, the state of the sales function does not come without its challenges. To turn these digital interactions into opportunities, sales leaders must consider the following action points:
- Engage immediately with your target audience and stabilize sales
- Reflect on the uncertainty and fluidity of the current sales process
- Reimagine processes in order to add value to the customers
- Align team goals with the digital environment
Acting on these challenges can be particularly difficult as the demands for seamless customer experience are growing. But this is likely to pay off, as 80% of companies report that by prioritizing the customer experience, they also saw an increase in revenue.
Looking at these trends and imperatives, there is one question that emerges: How? Microsoft comes to the rescue with another CRM solution that helps salespeople be more effective and improve the value of their efforts. It’s the Microsoft Dynamics 365 Customer Engagement (CE) tool. Let’s find out how it can help.
What Is Microsoft Dynamics 365 CE?
This is a cloud-based customer relationship management (CRM) solution that helps organizations improve sales and marketing functions through social insights, business intelligence, and campaign management.
Before we begin, it’s important to note that Microsoft released this tool only for on-premise customers. Online customers will rely on Microsoft Dataverse and use Power Apps model-driven app design. Let’s delve deeper into the benefits of Microsoft Dynamics 365 CE for enterprises.
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Microsoft Dynamics 365 CE: Top Benefits
#1: Provide Customer Support — Anytime, Anywhere
For Microsoft, simplifying the CRM experience is always top of the agenda. Their overall goal is to empower salespeople to focus on selling, instead of dealing with technology issues.
That’s why they are leveraging an intuitive mobile interface that provides easy access to customer information and makes it easy to conduct changes and updates to make sure that the information is always relevant. As a result, salespeople can see their upcoming customer meetings and records, and they are able to add notes to an account as soon as they walk out of a meeting.
#2: Understand Your Target Audience by Leveraging Social Insights
Establishing a social media presence is not enough if you are not able to derive valuable insights from it. That’s why the Social Insights feature allows you to import the data generated by your social media platforms into your CMS dashboards. As a result, you can understand your target audience better, and you can keep track of their feedback and their thoughts on your product offering.
How does this work? In the Social Insights control, you can specify the type of social data you would like to see and how it should be displayed. You can select different graphs, charts, or other visuals in order to help you understand the data easily.
#3: Boost Sales with Personalized Customer Experiences
Did you know that 69% of organizations consider personalizing the customer experience as their top priority? One way for them to advance their personalization efforts would be to gain easy access to consumer data — determine who these customers are, what they plan to buy, what are their expectations, and so on. Once this information is collected, salespeople can integrate it into a single customer view using a CRM system.
As a result, salespeople are able to foster meaningful customer experiences for their target audience. And in turn, boost sales and acquire a loyal pool of customers.
#4: Enhance Team Collaboration to Improve Performance
Communication and collaboration can be as easy as a click of a button with Microsoft’s Office 365 integrations. Click on the “Collaborate” button and get started. This will take you to Microsoft Teams and help you navigate the channel of your choice.
In addition to easy access to collaboration features, Microsoft is always ramping up their usability enhancements to help users avoid friction and actually make the features easy to use. As a result of these efforts, teams get better data management capabilities, improved email capabilities, and more intuitive search suggestions.
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#5: Analyze Sales Data and Identify Areas of Improvement
If you have access to relevant data and can derive valuable insights from it, the possibilities are endless. This applies to the sales process as well. Data analysis is essential for identifying areas of improvement and making sure that you are making the right decisions.
It’s also important to note that you can bring in data from various sources — website traffic, transactions, or demographic data about your customers and prospective customers. With this data, you can build interactive reports and gain a 360-degree of your current customers.
Is Microsoft Dynamics 365 Customer Engagement for You?
Nowadays, Dynamics 365 or Microsoft Power Platform are being used by 90% of Fortune 500 companies and thousands of small and mid-sized companies, public institutions, or nonprofit organizations.
Many of these customers realize that Microsoft’s business applications and tools provide value to their business and help them respond better to market shifts or demanding customer needs. Not to mention coping with the changes or demands occurring in their own business as well.
Now more than ever, companies need intelligent business solutions that will help them drive future growth and gain a competitive edge. This is particularly important within the sales function, where having quick access to data can pave the way for future growth and success.
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What’s Next?
Now that we’ve explored the value that Microsoft’s products and services can bring to your business, you must be wondering how you can put that knowledge into practice. How can you actually experience all these benefits within your organization?
We’d love to help. Whether you are a Microsoft Partner looking for new customers or you are currently exploring the benefits of CSP licensing for your business, let’s get in touch. We’re here to help your business grow and expand with the power of Microsoft’s solutions. Get in touch today and let’s get started.
