Everyone in your company has a vested interest in making sales happen. While there’s often a gap between marketing and sales, these two departments should work closely together. Allowing marketing to support sales is a priority in any organization.
Managers are held accountable for closed deals. They need a way to track the leads and sales funnels to accurately forecast company revenue down the road. How can they report the numbers to the CEO so that important initiatives can be undertaken – or shelved until sales pick back up?
Microsoft Dynamics 365 CRM can help pull all of these departments together into one coordinated effort to nurture your customers from prospect to close to repeat buyer. Using this software means you’ll have a 360-view of the client and every single interaction they have with your company.
Some of the features of Microsoft Dynamics 365 CRM that will benefit your whole team include:
- Sales pipeline management including stages and the probability that the lead will close.Partner or distributor tracking and management to make the most of these valuable relationships.
- Task and activity tracking including daily sales activities.
- Integration with the desktop so that emails and calendars are coordinated.
- Quota management allows sales reps and managers to track sales-to-date.
- Contact and account management lets you track all the contact you have with a customer or prospect.
- Contracts management allows sales reps to upload contracts and document the negotiation process.
- Price and product management helps sales reps keep track of updates to prices or product features that may sweeten or toughen the deal.
- Order management allows you to create a quote that clearly shows other departments the price, products, and discounts that were sold.
- Email marketing for coordinated campaigns and reporting analytics.
- Campaign management to track marketing and sales efforts over time.