Aprile 10, 2021

Dynamics 365 Sales Insights

For a business to thrive, the owners must increase their revenues. This means getting the sales to a better point than they currently are. As such, you need to have the right insights to ensure your decision-making process is on point and as accurate as possible. In most businesses, an increased engagement with prospective clients means that you can make informed decisions on relationship building which will often lead to an uptick in sales.

To this end, Dynamics 365 Sales Insights comes in to ensure that leaders in the company can answer the most important questions and consequently make improvements to their whole approach as a business. With artificial intelligence embedded into the system, sales managers can now;

Coach effectively: by using productivity metrics, and data from seller engagement; they can now see which areas need work and take the necessary steps to amend them.

Leading proactively: Dynamics 365 Sales Insights help the management to better understand sales performance across deals and KPIs through interactive reports with better insights.

With the backing of the powerful Azure Active Directory, you can clearly see aggregated KPIs, visualizations and embedded insights often based on the team hierarchies. With the power to analyze emails, voice call recordings and even notes, Dynamics 365 Sales Insights can then provide answers to pressing questions supported by proper visualizations that make it a lot easier to understand the results.

Licensing Dynamics 365 Sales Insights

This incredibly powerful tool is rolled out as an add-on to Dynamics 365 for Sales Enterprise. You can get this product for $50 or £37.70+VAT per user / month. This will include the license and the Customer Engagement Plan which is crucial for new users and even those who are already familiar with the product.

Predictive Lead Scoring

Leads are usually the cornerstone to making more sales. Thus, a company must always be on the lookout for leads that can convert into opportunities it can leverage. Using machine learning, the system can create leads which have a likelihood of being turned into an opportunity. The system then classifies each opportunity according to the viability by grading it from A-D; A representing a lead that has the highest chance of being tuned into an opportunity. The user can fine tune the model by selecting or disabling signals that contribute to this rating in order to get better results over time.

Relationship Analytics 

To succeed, every sales team must keep an eye over their opportunities to make sure that everything is in outstanding health and if not, take the necessary measures for improvement. With relationship analytics, Dynamics 365 Sales Insights can show deals that need some attention. Here, the analytical values are obtained from a careful analysis of emails in the system, activities, people, companies and appointments. From this list view, the user can see KPIs, activity history, health scores, trends and current opportunities. From this information, the user can decide on the most appropriate actions to take.

Notes Analysis / Quick Actions

Dynamics 365 Sales Insights isn’t just for sales manager’s use. It’s an all-round tool that’s used by various members of the sales teams to help get better leads and achieve better sales. Using the unified interface, the system gives contextual prompts which recommend to the user the next best action to take according to the activity being carried out on the Dynamics 365 timeline. For instance, during a time when phone call summaries or meeting notes are being entered, the system might recommend a few things such as; scheduling a follow-up meeting to iron out some issues, creating a new contact record or even a reminder to do something.

Discovering connections

In the world of business, success is often determined by the type of network you build. More so when it comes to sales, having a proper network can make a lot of tasks involved to be much easier. With Dynamics 365 Sales Insights, you can tell which member of your organization is interacting with a particular prospect. This feature leverages the power of Microsoft Exchange to gain insight on the people who have communicated through emails or phone calls.

Summing up

For sales teams to be successful in the current world, they have to go the extra mile to realize their goals. Microsoft Dynamics 365 Sales Insights makes the job simpler because it integrates Artificial intelligence to join the dots in areas it would be impossible for a human to see. This tool is quite effective as it gives sales teams and managers an upper hand on the competition. 

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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