Streamline opportunity management with Rand Group and Dynamics 365
Providing an exceptional, relevant customer experience is no longer an option, it’s a necessity. In a market where customers are free agents and competition is ever-growing, your sales representatives must demonstrate that they both understand and value their opportunities in order to convert them into sales. A robust CRM system with opportunity management gives your sales representatives real-time insights to better sell, upsell, and properly set customer expectations. Discover Rand Group’s solution for opportunity management built within Dynamics 365 that can help take the complexity out of nurturing opportunities through the buyer cycle.
Boost seller productivity and your sales processes with a cloud-based solution
Opportunities are an essential part of the sales process, and it’s typically where a sales team spends most of its time and effort. Managing opportunities often includes several customer interactions such as meetings, phone calls, emails, or other tasks. Often, how well the sales team manages their opportunities is the difference between a win and a loss. With an easy-to-use solution for managing opportunities, sellers will be empowered to keep all records up-to-date and gain valuable insights into how likely or when a conversion might happen. Dynamics 365 offers opportunity management features to enable your sales team as they nurture opportunities from first contact through the purchase to customer service and retention.
Rand Group is your certified Microsoft gold partner to implement Dynamics 365 with opportunity management capabilities tailored to your organization’s specific processes and objectives. Our team has over 20 years’ experience providing technology solutions to solve specific business needs and will deliver an opportunity management solution to help your sellers prioritize the most likely opportunities to convert into sales.
Utilize predictive opportunity scoring
Better manage your time by prioritizing opportunities based on a score from 0 to 100 on likelihood to close using factors such as available contact information, budget, currency, estimated close date, and more. See if an opportunity is trending up or down in terms of potential to close.
Manage opportunities using the deal manager workspace
Give sellers a dedicated and customizable workspace to efficiently manage their sales pipeline with a view of their current pipeline, estimated revenue, KPIs, top accounts, a list of follow up activities, overall team performance, and more.
Create playbooks and guided sales processes
Playbooks guide team members on how to respond to certain events and can streamline and automate recurring tasks, plus ensure best practices are applied consistently at every step in the sales process and guide new team members.
Opportunity management features available in Dynamics 365
Convert more opportunities into sales with a solution that empowers sellers to prioritize and engage the most valuable prospects. Dynamics 365 has native capabilities for opportunity management that Rand Group will tailor to your specific sales processes to enhance the business value.
Opportunity management in Dynamics 365 includes:
- Assigning and sharing opportunities across the team
- Tracking product details for what the customer is interested in
- Providing the most appropriate content to the customer
- Managing and tracking all interactions
- Moving opportunities through a sales process workflow
Discover other business solutions offered by Rand Group
Rand Group offers numerous sales automation solutions that we tailor to each client to transform your operations. Our team of Microsoft certified software engineers will ensure your solution integrates with the rest of your technology stack and can accommodate unique processes and facilitate data flows. Explore other solutions below to compliment opportunity management.
Lead Generation
Create automated and interactive customer journeys to boost lead generation using a cloud-based solution. Develop if/then scenarios for desired actions then automate touchpoints such as email sends then add or remove a customer from a list based on an action they take.
Sales Forecasting
Use historical data and current opportunities to generate accurate and timely sales forecasts to make better business decisions. Visualize revenue for specific opportunities based on each phase and allow your sellers to track their performance against targets.
Dynamics 365 Sales
Dynamics 365 Sales uses contextual AI to enable smarter selling and improve conversion rates. Teams can optimize their productivity and sales performance through relationship analytics and pre-built workflows to reduce redundancies.
Dynamics 365 Marketing
Dynamics 365 Marketing is a marketing automation tool that helps you build targeted campaigns, track and nurture prospects along the buyers journey, and successfully transition qualified leads to sales.
Related Insights
Why your business needs a cloud CRM solution
Both Dynamics CRM and Dynamics 365 Sales offer core sales, marketing, and service features such as lead, opportunity, quote, and case management. However, Dynamics 365 Sales includes many features and capabilities that on-premise Dynamics CRM does not. This blog will highlight the differences between the two software solutions that can help you decide if moving to Dynamics 365 Sales is right for you.
Sales strategy vs. sales tactics
For our purposes, ‘strategy’ means that there’s a plan. ‘Tactics’ means that you’re thinking on your feet. A sales cycle that includes both is much more likely to succeed than a cycle that relies on only one of them. Tactics make sales fun. Strategy makes sales more predictable. If you have a plan/strategy, chances are better that you won’t have to answer that question.
“No not these leads, I want those leads…”
As sales managers or sales executives, the most common request we hear from sales people is that they want more leads. What they’re really asking for is not just more leads, it’s, more, more qualified and DIFFERENT leads… the Glengarry leads. It almost never matters which leads we have, they aren’t the ones we want.
Let’s talk about how we can transform your business
