Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancements

Microsoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world.

Along with dozens of announcements there were a number of exciting enhancements made to the Microsoft Dynamics 365 suite.

Have a look at what we believe are the four with the biggest impact.

 

Real-time customer journey orchestration

 

Have you shopped on a website, found something you like, left to do something else and then received an email to say that the product you were interested in is now offered to you at a 10% discount?

This is real-time marketing and retargeting that is going to be a feature within Microsoft Dynamics 365 Marketing.

Real-time customer orchestration

This is a move away from segment-based marketing to real-time interactions.  This allows you to create a personalised customer journey for each individual.

To further increase the effectiveness of this, Microsoft are embedding artificial intelligence into this process so that the right offers, images and videos are displayed within the real-time marketing communication.

These real-time messages can be triggered by workflow and Microsoft Automate within Microsoft Dynamics 365 Marketing.

By using real-time customer orchestration you can reduce cart abandonment by 6,5% (MotoCMS) and increase conversion rate by up to 25% (SocialMediaToday).

 

Real-time action from customer voice surveys

 

By sticking to the real-time theme it was also announced at Microsoft Ignite that Microsoft Dynamics 365 Customer Service will now include real-time action from customer voice surveys.

Have you responded to a customer service survey after a negative experience and had someone contact you days later – or worse – not at all?

Real-time actions will now be available from a customer survey where an agent will get notified directly after your comment and you will get a call moments later.  It can also be configured that a discount be sent to you, or another win-back initiative, be sent directly after the interaction.

 

Customer Self-service field service scheduling

 

Microsoft is really enhancing every aspect of Microsoft Dynamics 365 and the two enhancements to Field service are that customers will be able to do their own scheduling and rate the work of the technician.

Scheduling a technician can be a tedious time consuming activity that often involves phoning a contact centre.  Now customers will be able to do scheduling directly from their own device which will provide a more personalised experience, reduce scheduling errors and rescheduling events.

Customers will also be able to get automated service visit reminders, track their engineer in real-time and submit direct feedback on the quality of the work.

89% of customers want an “Uber-like” technician tracking service, with 86% willing to pay more for a better scheduling process. (CSG International)

 

Embedded Microsoft Teams within sales – including chat

 

Microsoft Teams is being tightly integrated to Microsoft Dynamics Sales with sales people now having the ability to chat with customers and colleagues directly within Microsoft Dynamics Sales.

Microsoft Teams embedded directly within Microsoft Dynamics Sales

 

Not only is chat directly within Microsoft Dynamics 365 Sales but you can also embed a Microsoft Teams dialler experience as well, as well as an extensible video and audio meeting experience.

 

Hundreds of enhancements within Microsoft Dynamics 365

 

Apart from the fantastic enhancements announced at Microsoft Ignite there are also hundreds of enhancements contained within the 2021 Release Wave 1 Plan.

This document is 347 pages packed with new features covering marketing, sales, service, field service, finance & operations, human resources, customer insights, customer voice, industry solutions and Power Platform.

Microsoft Dynamics 365 is truly on fire and the aim is to empower your organisation to serve your customers and provide excellent customer experiences.

Find out how you can get these enhancements!

Don’t miss more articles by The CRM Team

 

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

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Drive personalized interactions with real-time customer journey orchestration

Drive personalized interactions with real-time customer journey orchestration

Faced with a historic level of social and business disruption, companies have been forced to respond quickly and strategically to meet the challenge. To help address this challenge, and elevate customer experiences, we are introducing real-time customer journey orchestration capabilities in Microsoft Dynamics 365 Marketing.

 

Elevate customer experiences

Connecting with people has never been more important, and customer expectations have never been higher. Customer tolerance for disjointed experiences, or even worse, tone-deaf communications is unacceptable. Organizations that deliver better end-to-end customer experiences (CX) are taking share. Despite a decade of discussion about the importance of CX, many companies have failed to elevate their experiences to the level desired.

Beyond the human value of great experiences, elevated experiences are critical to driving business value—enabling growth and driving brand equity, preventing churn, and enabling higher marketing and customer engagement return on investment.

Dynamics 365 Marketing is working to revolutionize how organizations address these challenges to enable teams such as marketing, sales, customer success, commerce, or customer service to create engaging and impactful customer-led experiences.

We are announcing real-time customer journey orchestration capabilities in Dynamics 365 Marketing will be released for preview as part of the April 2021 release wave 1 updates in Europe and North America. This landmark innovation brings together the worlds of customer experience and marketing automation and is designed to help businesses:

  • Engage customers in real-time
  • Win customers and earn loyalty faster
  • Personalize customer experiences with AI
  • Build customer trust with a unified, adaptable platform

Plus, commercial Microsoft 365 E3 and E5 customers will get six months of free access to Dynamics 365 Marketing at no additional cost. We’ll have more details on this offer to share soon, along with eligibility details, and we are excited to see you reap the benefits of these solutions together.

 

Moving from segment-based marketing to real-time interactions

Customer journey orchestration helps you make the next great leap in customer experiences: from segment-based marketing campaigns to moments-based interactions, creating a personalized, holistic customer journey for each individual. This enables you to strengthen your relationships at every touchpoint across both digital and physical, breaking down walls between marketing, sales, commerce, and service organizations. Dynamics 365 Marketing responds to customer actions during the journey.

Win customers and earn loyalty

In the highly competitive technology market, HP’s brand is built on its high-quality products and differentiated service. Loyalty is critical to enabling business performance (Customer Lifetime Value, Gross Margin, etc.) and every support call is an opportunity. HP is working to turn support interactions into personalized engagement moments using Dynamics 365 Marketing with customer journey orchestration. This will allow HP to break down longstanding data silos, better engage customers in real-time with the most impactful messaging, and leverage AI-driven recommendations.

logo, icon “With customer journey orchestration in Dynamics 365 Marketing, our agents will gain a real-time 360-degree view of each customer and their support experience,” explains Brian Johnston, Business Architect, HP. “We’ll be making the most of our customers’ time and treating them with empathy and understanding. It makes HP feel real to the customer, and it makes the customer feel real to HP”

The result will be an enhanced and highly-personalized customer service experience that improves quality of service, builds customer lifetime loyalty, and also saves the company money by shortening the time spent solving problems.

 

Personalize customer experiences with AI to enable more engaging content

Authoring impactful content quickly and easily is a big challenge. With built-in AI recommendations for content, channels, customer segmentation, and analytics, companies can be sure to deliver the right message. The reimagined email editor helps select and deliver the best image, video, document, or fragment using AI. A new centralized asset library allows you to search, version, manage and use AI to tag your digital assets.

Journey authoring is also assisted by AI with targeted customer segments, channel optimization, and experimentation. As customers engage, the customer journey adapts and responds to interactions with relevant content driving further engagement.

We’re engineering AI throughout Dynamics 365 Marketing to help you create engaging and impactful messages faster. Powerful experimentation capabilities and analytics track progress towards your business objectives, helping you to exceed business goals.

Campari raises the bar for delivering customer experiences

The Campari Group, home to some of the world’s iconic alcoholic spirit brands, knows how to create great brand experiences and is always working to deepen its relationships with customers. To gain a 360-degree customer view and enhance the personalization of its marketing, sales, and customer service efforts, Campari Group deployed Microsoft Dynamics 365 Customer Insights and Dynamics 365 Marketing. With AI-driven recommendations and customer journey orchestration, Campari Group can now personalize real-time marketing messages for maximum impact across all customer touchpoints.

a sign lit up at night

“Customer journey orchestration enables contextually relevant and consistent real-time conversations with every customer across all interaction points,” explains Chad Niemuth, Vice President, Global IT – Marketing and Sales. “We can more precisely align marketing messages for each communication channel to gain the greatest impact. We see the effects in in-store sales and also in e-commerce, which is particularly important during COVID.”

Within weeks, Campari Group connected all the data points in Dynamics 365 Customer Insights and deployed its first email marketing automation campaign against those segments in the United States. Roll-out in the United Kingdom and Australia followed shortly.

Stronger connections with Microsoft Teams

The dramatic shift to online meetings and virtual events has made it even more important for event managers to easily use Teams and Dynamics 365 Marketing.

At Microsoft Ignite, we announced new and updated features that enable you to run rich webinars and events, true to your brand with a professional experience for attendees. We also announced the ability of Teams to easily follow up with event attendees with Dynamics 365 Marketing. This allows you to continue connecting with attendees, nurturing them into loyal customers.

Turn insights into action

Microsoft’s customer data platform, Dynamics 365 Customer Insights, makes it easy to unify customer data, identify high-value customer segments, or those likely to churn. When you combine it with Dynamics 365 Marketing, you can engage customers in a personalized way and in real-time to drive meaningful actions. Seamlessly use segments from Dynamics 365 Customer Insights to target marketing campaigns. Personalize content with rich profile information, and create individual journeys based on customer history and preferences. With the addition of Dynamics 365 Customer Insights and Microsoft Azure Synapse Analytics, you build custom AI models and improve relevancy with advanced segmentation and targeting that can then be brought to life with Dynamics 365 Marketing.

Learning customers’ preferences and sentiment is critical to personalizing engagement. Today, we are also announcing real-time survey capabilities for Microsoft Dynamics 365 Customer Voice that enable you to adapt customer journeys or trigger relevant communications. For example, if a customer is not satisfied with a specific product feature or service, the response can quickly stop marketing campaigns while also notifying an account manager for personalized follow-up.

Together, these connected applications help companies personalize moments that matter across all touchpoints in a customer’s journey and build deeper customer relationships with more meaningful engagement across both digital and physical channels.

 

Agencies bring customer-first approach to journey creation

Developing highly impactful and personalized experiences across the customer journey requires a fresh approach. We are excited to be working with a number of leading agencies that have expertise in transforming customer experiences to deliver stronger connections to leading brands and measurable business impact.

VMLY&R logo

“VMLY&R is excited to partner with Microsoft, helping empower organizations to reimagine and transform customer experiences. Harnessing the power of AI, data, and insights to create connected customer and brand experiences have never been more important. We look forward to collaborating with Microsoft and the Dynamics 365 team to deliver amazing customer experiences for organizations around the world,” says David Mitchell, Chief Technology Officer, VMLY&R.

Agencies such as VMLY&R (a WPP company) and Kin + Carta use creativity, technology, and culture to create experiences that engage customers one-on-one across every touchpoint from marketing through service, across both digital and physical experiences.

logo

“As people have more and more ways to interact with brands, it’s never been more vital to deliver a consistent, seamless experience for customers and to look towards the future to find innovative ways to meet their needs,” says Rob McGowan, Managing Director of Edit, part of the Kin+Carta connective. “It’s this challenge that we believe the new customer journey orchestration features in Dynamics 365 Marketing are ideally placed to answer.”

Learn more and get started

To learn more about how your organization can elevate your customer experiences, visit the Dynamics 365 Marketing webpage and contact us to explore all capabilities in Dynamics 365 Marketing.

Win customers and earn loyalty

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Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

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A partnership to empower marketing for a brilliant customer experience

A partnership to empower marketing for a brilliant customer experience

The CRM Team and Simple join forces!

Empowering marketing, to deliver a brilliant customer experience

London and South Africa, March 04, 2021: The CRM Team, expert implementers of world-leading customer engagement technology, and Simple MRM Ltd, enablers of result-driven marketing and customer experience, announce a favourable partnership.

The alliance is a natural fit between two Microsoft partners focused on transforming the customer experience through technology. Properly coordinated sales and marketing improves engagement and advocacy with a brand, ultimately increasing the lifetime value of the customer.

The CRM Team brings together tons of customer data with AI in Microsoft Dynamics 365, to create a single customer record, providing sales, marketing and service teams with unique insights to take action, automate repetitive processes and engage customers like never before. As experts in project and change management, the team deliver fastest time to value for customers investing in Microsoft technologies.

Simple empowers teams further as the command centre for managing marketing resources, delegating jobs at pace to build campaigns that wow customers, with content that’s brand compliant, consistent and approved by business leaders. This governed material is readily available to the wider team to strengthen all customer engagements, increase productivity and unleash more effective marketing.  

Our partnership with Simple is designed with our customers’ marketing teams in mind. We consistently heard of specific challenges that marketing teams face, and these were only made worse during the pandemic. The solution from Simple helps us address these challenges. And the insight, expertise and engagement model provided by Nick and his team will ensure that we can instantly transform how marketing teams collaborate, innovate and adapt.”

Paul Slade, CEO- The CRM Team

Simple is your command centre for managing marketing resources, budgets, assets, campaigns and customer experiences. As a single central tool for directing marketing operations, Simple lets you focus on creating brilliant marketing and customer experiences.

 

“Simple is built on Microsoft to empower all things marketing, but the enterprise solution has wide-reaching benefits across all departments, giving stakeholder visibility and enabling marketing, sales and service teams alike. The CRM Team are the perfect partner to support customers in delivering their targeted business outcomes through leveraging technology, to jointly transform business operations.” 

Aden Forrest, CEO – Simple MRM Ltd

Deliver a brilliant customer experience!

Don’t miss more articles by The CRM Team

 
Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

Looking for more of the latest headlines?

6 Ways Technology Can Supercharge Your Sales Process

6 Ways Technology Can Supercharge Your Sales Process

6 Ways Technology Can Supercharge Your Sales Process

Today’s marketplace is always on. And it’s always evolving. To keep up, leading-edge organisations are turning to technology. Why? Because technology drives market traction. Greater forecast accuracy, real-time insights, touch-of-a-button pipeline tracking and improved relationship management are all possible with the right tools. The result? A supercharged sales process that’s clearer, leaner, meaner and more effective. Better yet: more time to spend on the ground actually selling. So how can technology reboot sales? Here are six key ways:

 

1. Improved Forecast Accuracy 

Uncertainty is the enemy of every business. Access to the right data equals insight. By tracking your sales pipeline, you can help ensure you reach your targets. More accurate forecasts also mean enhanced stability and trust across the business. When sales managers and their teams have a definitive overview of the overall sales landscape, it’s also easier to put resources precisely where they need to be.

 

2. Opportunity Management

When you’re able to track your sales opportunities and keep a close eye on your pipeline, you always know when to take action to accelerate certain deals. Dashboards can provide a complete view of sales performance, allowing you to monitor close rates and see how your sales team are tracking towards their individual targets.

3. Activity Management

Admin saps critical time that could be spent on selling. By streamlining the back office, you free up time and resources that could be far better spent. The right tools allow emails, phone calls and appointments to be tracked at the click of a button. Customers and prospects can also be kept in the loop, with updates made from any device.

4. Single View Of A Customer

Personalisation is everything. In fact, customers have come to expect tailored interactions. With the right tools, even complex account hierarchies can be displayed in a single, simple graphic. Customer information can be shown with a history of every interaction. This allows salespeople to really connect with clients. Tailoring gets a further boost when you’re able to send targeted marketing information and shape interactions around your customers’ specific needs.

5. Mobile Sales

Forgetting files at the office becomes a thing of the past with mobile sales solutions. All your customer data is at your fingertips – on your phone, tablet or laptop. Better yet, new data can be automatically synced across all team members’ devices, ensuring everyone is always working with the latest information – whether you have internet access or not. Then there’s the final benefit: productivity goes up when you can work from anywhere.

6. Sales Reporting

When you understand your customers, you can build stronger relationships. By analysing sales data, you can learn how your customers act, turning data into key insights. Then, you can move from the big picture to the finer detail. By drilling down into underlying reports, you can see the impact of your sales efforts first hand. The ability to generate reports on salespeople, contacts or accounts on-demand can drastically reduce managerial headaches.

The Wrap Up

So – now you’ve got the low-down, here are two final pieces of the puzzle. First, your customers are often way ahead of you. Statistics show that customers are 57% of the way through the buying process before they even start talking to a supplier [1]. That means that to be – and stay – relevant, you need as much information as you can going into the sale. That information needs to be easy to understand and available at the touch of a button. Second, by increasing the time you spend on the sales process itself, you can leapfrog your competitors. According to the numbers, reps spend more than 67% of their time on non-selling activities [2]. With tools such as LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales, you can not only up the time you can spend talking to or meeting with customers, but better understand the market you’re operating in. This means the ability to offer your customers reactive, personalised service. All of the above combined can mean that critical edge over the competition.

Want to explore how we could help you transform your sales? Get in touch.

Don’t miss more articles by The CRM Team

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

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Never lose a prospect? What lead nurturing can really deliver

Never lose a prospect? What lead nurturing can really deliver

Never lose a prospect? What lead nurturing can really deliver

The sales and marketing funnel is all about conversion. Curious prospective buyers enter at the top and happy customers exit at the bottom.

But what happens when your funnel looks more like a sieve?

By certain estimates, as many as 8 out of 10 marketing leads fail to convert. Other stats focus on buyers’ readiness. By some calculations, only half of the leads are ready to buy.

However, by simply implementing a few intelligent, tried-and-trusted tools and techniques, it’s possible to:

  • Convert more leads
  • Source higher-quality leads
  • Significantly shorten the sales cycle
  • Boost revenue

Which is exactly what today’s leading companies are doing with nurture campaigns.

 

From generic to genius

It’s the age of the individual. Today’s customers won’t settle for generic content and messaging. They want to be met on their own terms. They want to know their custom is valued. They want to be treated as an individual. To have their unique tastes and preferences catered to.

More than this, they want to feel that the company whose products or services they’re buying is engaged and aware of how they want to be treated.

It’s a reciprocal relationship. And it’s the foundation of long-term business and repeat customers.  

Building that kind of relationship takes time. It involves creating awareness. It centres on emphasising knowledge and expertise. It hinges on openness to answering questions and dispelling lingering doubts. Finally, it’s about onboarding new, quality customers likely to buy again and again.

 

Why you need to nurture – hint: it’s about connection

Every day, each of us is swamped with messages from companies trying to catch our attention.

Hey you, buy this!

What about you, sir? Madam? Look at this amazing product!

How can you imagine life without Product X? Product X will change everything!

What happens when we’re exposed to something over and over? Our brains begin to screen it out, so we can focus on other (more important) things.

Think about the way you stop noticing the background noise in a restaurant, so you can listen to the conversation at your own table. Or the way you forget about your breathing – until someone reminds you about it, that is.

Here’s the thing: every day, consumers are subject to the same marketing background noise. And after a while, it’s all the same, over and over, so people just filter it out.

 

From Noise to ‘Notice Me!’

Is there a way to craft a message that’s listened to? To be the single voice customers hear above the marketing noise?

The answer simple. Yes.

How?

  1. Have a great product or service
  2. Connect meaningfully – and personally – with prospects.

Enter the nurture campaign.

It’s a journey, not a pit stop

Unlike regular, once-off marketing campaigns, nurture campaigns are repeated exposures to your company and its products/services.

From establishing thought leadership to introducing positioning, the aim of a nurture campaign is to help a prospect evolve from an explorer or discoverer of company and its capabilities to a decider and finally – a buyer.

The best lead nurturing campaigns ensure that as many qualified prospects as possible end up as buyers.

How? By keeping prospective customers interested and engaged. By avoiding information overload. By making sure marketing messages are highly personalised – tailored not only to who the prospect is, but where they are in their buying journey.

 

How the right CRM system helps companies build amazing nurture campaigns

It all starts with prospecting and the lead. From there, it’s about qualifying and – when a buyer begins to get warm – accelerating their journey. Email and content marketing are the cornerstones, but keeping it personal is the key. Moreover, focusing efforts where they’ll yield the most returns – with intelligent lead scoring – is what it’s all about. Then there’s getting the timing just perfect – approaching prospects at a time that they’re most receptive.

The key to unlocking these capabilities is using the right technology. Managing an effective lead nurturing programme – on a massive scale – requires the right data and the right systems. Automation is critical. As is intelligence.

Dynamics 365 delivers all this and more. Find about more by seeing how our marketing solutions enable incredible, personalised lead nurturing.

Don’t miss more articles by The CRM Team

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

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How a CRM Solution Can Fix Your Sales Forecasts

How a CRM Solution Can Fix Your Sales Forecasts

How a CRM Solution Can Fix Your Sales Forecasts

Sweaty palms? Nervousness? Fingers hovering over the keyboard, afraid to commit to a single figure? Sales forecasting can rattle even the most seasoned sales director.

When forecasting – for the month, quarter or year – accuracy is everything. Boards, company management and shareholders all expect solid, reliable numbers. They’re a guide to how well the company knows itself – and how dependable its pipeline is.

At the same time, below-par projections leave no one smiling. Submit a less-than-fantastic forecast and you’ll need to explain those lacklustre numbers.

Particularly for publicly traded companies, accuracy and impressive projections are the key one-two punch. When a public company’s actuals fall even a couple of percentage points short of predictions, analysts begin to penalise, shareholders start to doubt and boards begin to grumble.

Exceeding expectations?

Of course, historic sales figures are an unavoidable benchmark. That one massive high will forever be remembered. Past performance doesn’t guarantee future returns – but it certainly sets an expectation.

However, boards and managers begin to lose trust when forecasts are consistently overstated. At the same time, understated forecasts imply a happy surprise – but a surprise nonetheless. In business, certainty rules the roost.

How do you deliver? With CRM.

A great CRM solution makes sales forecasting easy and accurate. Gone is the guesswork. And gone are the sweaty palms that come with uncertainty.

More than this, by allowing a company to engage meaningfully and personally with customers, it’s easier to build strong client relationships with CRM. The upshot? Selling becomes easier – and sales more predictable.

At the end of the day, forecasts are not only more reliable, they’re more impressive too.

The Fantastic Forecast – Here’s how a CRM solution makes it a reality

Every moment of every day, managers need to know how sales are going. Are targets being met? Are salespeople performing at their best? Are deals in the pipeline coming to fruition – or are prospective buyers pulling out along the way?

With a good CRM, real-time analytics, critical sales information like this is available at the touch of a button. Moreover, with predictive insights, there’s a window into likely sales scenarios and deal outcomes.

Accurate as-of-right-now forecasts also allow managers to take action. By setting team goals, monitoring outcomes and providing real-time coaching, forecasts become part of an active feedback loop – they turn into a ‘live’ number. This puts an end to the black box effect. Effort in becomes measurable in results out. This equals not only stronger forecasts, but more control – and control is key for forecast accuracy.

CRM solutions give sales forecasts yet another boost. One that comes from data-based insights into how customers think. Great CRM solutions take huge volumes of information and distil it down into informative – and often surprising – insights.

How do your customers want to be engaged? Could the way you interact be more personalised? More relevant? By understanding how your customers think, and what they want, it becomes possible to better engage in future. The result: improved – and more predictable – conversion rates. Sales forecasting gets a boost on both fronts.

A final forecasting fire-up comes with speed. Fast analyses mean fast figures and fast answers. Needing to wait for the numbers slows down decisions – it may also cast doubt on them – forecasting that’s not automated is both prone to error and a major time-sapper. With at-a-glance dashboards and contextual charts providing instant insight, you boost precision, speed and trust.

No more subjectivity, no more stories

A sales director’s reputation can be made – or destroyed – by their forecasts. Often-wrong forecasts cast doubt on competence. Yet, it can be a real challenge to tease out hard reliable data from salespeoples’ subjective assessments of how things are going.

Forecast reviews often start with a story. A story about why a certain deal is a sure thing. About why another has started to fall through – inexplicably – but why the next one won’t. We’re all loaded with subjective biases. We often overestimate our abilities. We also misattribute causes and effects. Managers needing to put together an accurate team forecast out of all the subjective noise face a mammoth task.

It’s an unnecessary headache. With a Sales CRM solution like Microsoft Dynamics 365 in place, forecasting becomes rapid, accurate and automatic.

Why not have a look at what a Sales CRM solution can do for you?

Don’t miss more articles by The CRM Team

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365 – Ignites with new enhancements

Microsoft Dynamics 365- Ignites with new enhancementsMicrosoft Ignite 2021 took place from the 2nd to 4th March and was attended virtually by over 45,000 people around the world. Along with dozens of announcements there were a number of exciting enhancements made to...

Discover More Stories