Business competition is stiffer than ever, and today’s sales organizations must make every second with their customers count. This is especially true for small and medium-sized businesses (SMBs) that have fewer resources and more limited brand awareness. While many large organizations take advantage of sophisticated business software systems, there’s a common misconception that these tools are out of reach for SMBs. Adopting them is expensive, getting started is complicated, and that it takes too much time to realize their potential value.
SMBs share many of the same pain points, and more as large businesses. They need improved customer experiences, a better sales process, and deeper customer insights. Many legacy sales automation solutions still place data in silos. To access customer information, sales, open orders, sales pipelines, inventory, and supply chains, sales teams must manually combine and coordinate this data in order to respond to customers.
The process is rife with the potential for errors, and while sales teams are piecing together customer data, customers are waiting or even worse, moving to competitors. Due to resource constraints, SMBs may operate with more manual touch points in this process. This means missing out on important opportunities to personalize and customize data, strengthening interactions with customers at a high enough velocity to stay competitive.
There’s a better way. Today’s cloud-based applications can effectively talk to each other and share data in ways that weren’t possible just a few years ago, automating legacy processes to improve business performance.
Sales Professional enables customers to quickly see the ROI of their investment, is not time-consuming, complicated, or only suitable for big businesses. Your teams can start using Sales Professional today using familiar commands.
Imagine your company receives an email from an important customer who needs you to fulfill an order on short notice. Your sales rep checks inventory, straight from her Outlook inbox, and discovers you don’t have enough stock. Still in her email, she creates and sends a purchase order to your supplier to make up the shortfall. Then, in the same interface, she creates and sends a quote to the customer.
Unlock sales potential from a familiar interface
Because Sales Professional works seamlessly with Dynamics 365 CRM & ERP solutions, your sales team can use familiar productivity tools to access data from finance, sales, or operations as needed and respond quickly to opportunities. This powerful cross-application connection delivers an all-in-one solution to shorten your sales cycles and unlock next-level productivity, all from recognized interfaces. You can:
Manage customer relationships and close deals within Office 365, eliminating duplicate data entry, data reconciliation, and inefficient app switching.
Stay productive even while on the road with mobile applications that connect sellers to the data and insights they need to manage customer relationships and close deals.
Make better decisions using the most current data and gain strategic insights with integrated customer surveys.
Sales force automation tools should bring customers closer to your sales team, but operating with multiple siloed applications creates inefficiency and inaccuracy that interfere with that relationship. When you’re ready to grow, Dynamics 365 is a flexible and secure platform designed to grow with you. As your sales organization develops, you can add more advanced capabilities to drive greater customer engagement.