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Modernize Sales Productivity Unlock productivity in the digital era

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Page 1: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Modernize Sales Productivity

Unlock productivity in the digital era

Page 2: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

MICROSOFT DYNAMICS 365

Page 3: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Modernize sales

productivity

Do less, not more

Streamline seller workflows

Focus on what’s most important

Start with what you need

Page 4: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Focus on what's most important

Tailor interactions

with customers

Get guidance toward

optimal outcomes

Get actionable insights to

increase performance

Page 5: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Conduct sales activities in

familiar tools with Office 365

Work on the go with

mobile application

Collaborate on deals in

a modern workspace

Streamline seller workflows

Page 6: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Get up and

running quickly

Configure the application for

your specific sales processes

Count on a platform that

grows with your business

Start with what you need

Page 7: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Close Opportunity

Qualify

Propose

Page 8: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Microsoft Dynamics 365 Connected Sales and Marketing

Multi-channel

Campaigns

Lead Nurturing

Embedded

Intelligence

Event

Management

Reporting

Email marketingLanding pages and forms

Events and activities like phone calls

LinkedIn Connector

Dashboards and insights

SurveysEmbeddedPower BI

Configurable and extensible

Webinarsusing ON24

Events portalSessions, speaker and venue management

Registration and attendance tracking

Buyer’s Journey designer

360-degree viewBehavior based lead nurture

Business process flows

Multiple leadscoring and sales readiness grades

Dynamic segmentation

Interactions Insights Notifications

Feature Summary

Page 9: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Modernize Customer Service

Page 10: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

1. 2018 State of Global Customer Service Report, Microsoft

2. Aberdeen: Empowered Customers Demand a Seamless Experience

3. Dimension Data: 2017 Global Customer Experience Benchmarking Report

Complex challenges

Have used three or more

channels to engage with

customer service1

59%

Expect consistency

and continuity

across channels2

90%

Of contact centers are

omni-channel capable3

8.4%

Of channels

managed in silos3

59%

Page 11: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Fragmented experiences and siloed data

Page 12: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Modernize customer service

Stay agile

Empower agents

Page 13: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Anticipate needs and avoid issues to

build trust and earn lifetime customers

Deliver personalized, value-add

experiences to create brand advocates

Empower customers to solve issues on

their own or with the help of virtual

agents to increase CSAT

Earn loyalty

Page 14: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

The right resources and data from any

source surfaced through AI and

automation improves productivity

Dynamic guidance to the right action

ensures quick and accurate resolution

Intuitive agent experience speeds

onboarding and avoids escalations

Empower agents

Page 15: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Stay agile

Create a customer service culture

across the enterprise to

differentiate your brand

Deliver critical insights in real time to

continuously improve processes and

drive results

Easily adapt to quickly changing

demands to meet

customer expectations

Page 16: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 17: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Scheduling Board

Page 18: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 19: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 20: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 21: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Mobile App – Field Service

Page 22: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 23: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 24: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 25: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Gamification

Page 26: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Employee’s state-of-mind

0%

87%

3x

Sources: Gallup & Harvard Business Review

Page 27: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Team-based competition

Highly-visible results & recognition

Business application adoption

Turn work into play

Page 28: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Dynamic team games

Fixed team games

Individual games

Increase engagement with multiple game models

Page 29: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Player | 1. Create team & play 2. Track your team performance 3. Track your individual performance

Page 30: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Player & fan | Engage via lively chat tool “Smack Talk”

Page 31: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on

Summary

Gamification can help you to :

• Improve your sales team performance

• Improve work quality

• Improve employee’s sense of belonging

• Increase Adoption of your Business application

• Potentially boost your company’s revenue by 300%

in the first year

Page 32: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on
Page 33: Modernize Sales Productivity · Unlock productivity in the digital era. MICROSOFT DYNAMICS 365 . Modernize sales productivity Do less, not more Streamline seller workflows Focus on