Migrate to Dynamics 365 for Sales

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Productivity is what every business seek, and to achieve the same, they must jump to Microsoft’s cloud solution Dynamics 365 for Sales. Sales is the core of every business, and to drive targeted sales it is vital to make every connection count.

Technology is changing at a fast pace, and it has become important to run a business at par with the technology. So, what is holding you back? Its time, you empower your sales management software by adding digital intelligence into each deal and predict the needs of your customers in a better way. Make customers feel attended, and strengthen every connection, increasing revenue.

The main part of sales management is finding and qualifying leads, and thereafter nurturing those leads to make them reach the buying stage.  Once you reach over 50-60 leads, its recommended to get over making a spreadsheet for the same.

With your business growing quickly, you need a CRM system to store and organize your leads systematically, that you can access anytime, from anywhere with any device you use.  with instant access from anywhere, on any device, at any time.  You must jump to a user-friendly CRM system that offers the features most relevant to your business objectives.

Migrate to Dynamics 365 for Sales

Once you have made up your mind to migrate to Dynamics 365 for sales, next comes the task of successful migration approaches. Well, there are many approaches to migrate to Dynamics 365, but its highly recommended to take the assistance of Dynamics 365 experts, like De Facto Infotech.

Here are the main approaches for migration to Dynamics 365 for Sales:

  • Manual
  • SSIS (SQL Server Integration Services)
    • KingswaySoft

There are the same approaches for migration to CRM as well as Dynamics 365. Read more about these migration approaches in detail here:

Salesforce to Dynamics CRM Migration

Benefits of using Dynamics 365 for Sales:

  • Import Data Easily:

With a platform like Dynamics 365, you don’t have to worry about how long the import will take or whether the import will be organized or not. It lets you easily categorize external data as a single import. You can also transfer information in batches if the need arises. Dynamics 365 even has an always-on connection to Excel. You can save your time and keep your customers happy at the same time, with single, user-friendly portal of Dynamics 365.

  • Are you asking the right questions?

Are you asking the right questions to your customers? Most businesses lose their leads as they don’t telemarket the right way. Well, Dynamics 365 keeps you covered with its process flow user interface. It sends prompts to ask the right questions to find and qualify new sales leads. It includes well-defined steps and follows a logical progression of the sales funnel, towards the buying stage. Using Dynamics 365 for sales you can easily increase conversion rates and can meet your quotas more easily.

  • Convenience: 

Everyone is on the go, and seek instant connections for their needs. A prospect can approach you any time of the day, and you can’t just avoid it if you seek a lead. A good salesperson knows the importance of seizing the opportunity and strike while the iron is hot. Dynamics 365, being cloud-based lets you do it easily. You can enter CRM data and access customer information instantly, and build lifelong relationships. The icing on the cake is that Dynamics 365 is a Microsoft product, thus integrates with the Microsoft Office Suite for utmost productivity.

  • Super-easy integration:

As mentioned above, being a Microsoft product, Dynamics 365 can be easily integrated with the Microsoft Office suite and libraries on SharePoint. This lets you send quotes, RFPs, and emails quickly and easily. With Dynamics 365 comes endless possibilities. It is built for Microsoft Outlook thus you get a fully comprehensive communication history that you can scan whenever you want.

  • Stage tracking:

Every qualified lead goes through the sales funnel and progresses through different stages. Conversations differ depending on the type of the lead you are in touch with. A good salesperson understands the need of tailoring conversations to the appropriate stage in the sales funnel. With Dynamics 365, you can feel at ease. It tracks every opportunity through your pre-defined milestones.

  • Track your competitors:

Dynamics 365 keeps the users ahead with its superb ‘track your customers’ ability. It lets your team create detailed profiles of all your competitors, giving them a detailed overview of your competitor’s strengths and weaknesses.

Migrate to Dynamics 365 for Sales with De Facto Infotech

De Facto Infotech offers best in class services for the implementation, migration, and upgrade of Microsoft Dynamics 365 and Office 365. Over the years, we have helped numerous business streamline sales, optimize resources, mitigate risks, boost ROI and improve overall business performance by implementing or migrating to Dynamics 365 and Office 365.

Let us take your organization to the next level with cutting-edge technology and features of Dynamics 365.