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Welcome To Dynamics 365 For Sales!

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CongruentX
Different sales solutions for different enterprises!
 
An Overview:
 
Dynamics 365 for Sales enforces salespersons to build strong relationships with their clients,take actions based on the client insights, and close sales quicker. Dynamics 365 for Sales is to keep a track of client accounts, contacts, it provides for the sales from lead to the point of order, and helps create the sales collateral. It also helps in creating marketing lists, campaigns. It also follows service cases in association with specific accounts and opportunities.
 
 
Dynamics 365 Sales is here to suit one's business needs in a tailor-made way.
 
The Sales app is built on the basis of the Unified Interface framework. The Unified Interface framework uses the web design principles to provide optimum viewing experience and interaction for any sort of screen size and device. The Sales app is made to work on mobile as well as desktops or laptops. The Dynamics 365 sales app is available within the enterprise licensing plan.
 
 
The Sales application is similar to the Sales Hub app, but the icons included in the Sales Professional app are a subset of the icons included in the Enterprise format.
 
 
What does Dynamics 365 for Sales have to offer salespeople and sales managers:
 
 
What are the benefits for sales people?
 
 
  • It follows guided business pathways, in order to track the steps to close deals in a more feasible and quicker way. A way to tailor these enterprise pathways for the needs of the organization.
 
  • It manages clients and deals with them irrespective of the device being used.
 
  • It increases productivity and makes them faster by using familiar tools. Dynamics 365 for Sales is deeply integrated within the Microsoft 365 apps, which makes it easier to get going faster and quicker.
 
  • It helps in using SharePoint to store and view documents for example notes or presentations or with respect to a record, task as well as opportunity. It helps in viewing in an optimum way. Anyone working on the tab can view the whole programme.
 
  • It opens sales data in Excel, incorporates changes, and saves the changes back in the Dynamics 365 Sales application, without switching between applications or tabs.
 
  • It helps in achieving actionable and viable insights and suggestions based on the salesperson's work. For example, if the sales person has an opportunity of closing next week, the Relationship Assistant will send the sales person a reminder to connect with their particular clients and cater to their needs.
 
  • It helps in finding all activities whether appointments, calls, opportunities, tasks and so on so forth in relation to a customer or client in one central place, so the sales person has the context and backdrop of the client's needs. This helps in performing the task in a more professional and quick way.
 
 
What are the benefits for sales managers?
 
 
  • It helps in improving and accelerating the manager's team performance by using the method of real-time analytics based on historical data and predictive information from the client database.
 
  • It monitors results, and provides feedback and coaching, in real time to the team of the sales manager and helps in teamwork and management.
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