We’ve changed where we work and how we work. The hybrid workplace is here to stay, and it brings with it a new set of demands for our sales teams. Sellers’ current tools aren’t up to the task of meeting these new needs.
Our present goals aren’t served by yesterday’s tools. Sellers can’t afford to work in silos and enter data manually at the end of the day. Manual tracking leads to poor data quality and makes it difficult for vendors to communicate with customers.
To assist our clients in thriving this new normal, we must dismantle the silos that exist not only among applications, but also between people across departments, the organisation, and externally with clients and stakeholders. To help our clients create efficient and productive customer engagements, we need to blur the lines between business apps, productivity applications, and collaboration possibilities. It is something that sellers require, and it is something that customers anticipate.
Microsoft Dynamics 365 brings in a new era of business tools which start with data, use artificial intelligence, and are designed for collaboration.
What does this mean as we construct and refine our Dynamics 365 Sales app? Our strategy is to create business apps that are data-driven, intelligent, and collaborative. Wave 2 upgrades for Dynamics 365 Sales 2021 can be divided into three categories:
1.Increasing the effectiveness of conversational intelligence in completing deals—Ensuring that customers are given with useful, productive interactions which satisfy the customer.
2.Bring deal teams together by collaborating anywhere and everywhere—
Interactions that surface context and allow easier action and history recording anywhere they work would help your team become more connected.
3.More efficient and effective personal productivity—Save time by having prioritising, planning, and monitoring taken care of for you, whether you’re in the office or on the move.
Conversational intelligence to help you close more deals:
Sellers may now focus on efficiently responding to purchase signals to maximise that client moment thanks to advancements in conversational intelligence. No more post-call selling remorse due to a missed trigger. For example, sellers can rapidly examine a summary of the last conversation, action items, and scan points as they prepare for calls. Sellers may simply make calls while having access to business data and taking notes as the call is being transcribed using Microsoft Teams within Dynamics 365. Any business-critical information shared during the discussion is recorded, underlined, and action items are suggested. With all of these suggestions, this strategy is far more productive than simply having the conversation in Teams—even more effective than to do it one on one. Sellers can now concentrate on reacting to purchase signals in order to make the most of that client moment. There will be no more missed follow-ups or promises to customers.
To get deal teams together, collaborate everywhere and everywhere:
The distinctions between corporate productivity and general productivity are dissolved by our blended work patterns. Microsoft Office, Teams, mobile apps, and customer relationship management tools are used by business users. Selling is a catastrophe. It does not follow a linear procedure, no matter how much we wish it did. Many different individuals must be involved, and the environment is constantly changing as new requirements emerge, people change positions, and new questions arise. “Context IQ,” a new set of features for Dynamics 365 and Microsoft 365 that enable improved collaboration by presenting information and people in the moment, in regard with work at hand, was revealed at Microsoft Ignite 2021. No matter what app you’re in, we’ll substantially boost a seller’s capacity to get a task done with others and maintain context before, throughout, and afterward.
To increase personal productivity, follow these steps:
The more data-driven a seller is, the more opportunity they will have to work on the most important deals to complete. And who wouldn’t want to spend less time entering data and more time being more productive in client interactions? Work items are prioritised based on AI in Dynamics 365 Sales, so sellers know what measures to take and when. Contact information from Outlook emails and meetings is automatically imported into Dynamics 365 Sales, allowing sellers to quickly find new leads and build their networks. You can keep records of everything with the built-in Outlook and Teams connection in the intuitive mobile-friendly UI, which enables you to follow up on action items and change records while away from the computer, so you don’t miss a beat when you’re on the road. All of this is incorporated into seller KPIs and management dashboards, allowing your sales teams to make more data-driven decisions and achieve better results.
It’s been on an amazing journey with the clients, assisting them in transitioning their business apps from record-keeping systems to intelligent apps that use data and collaboration to drive action. I’m really looking forward to continuing on this path as we blur the borders between business apps, collaboration tools, and productivity tools so that we can provide each user with exactly what they need, when they need it, to help them reach better business outcomes.