Microsoft Dynamics CRM Sales: Pricing, Features, Integrations & Case Study
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ReportMicrosoft Dynamics CRM Sales application changes how businesses sell, offering users AI features, process automation, and personalisation across all customer touchpoints. Whether you are working with leads throughout the funnel or closing sales, this interactive tool provides flexibility and is readily synchronised with Microsoft products that consolidate data and enhance collaboration across departments.
Let’s go deeper into its specific features to better understand how this is possible and how this tool can revolutionise your organisation’s sales approach.
What Is Microsoft Dynamics CRM Sales?
Built within the Microsoft Dynamics 365 products, Dynamics 365 Sales is an advanced application that equips every sales team with modern process acceleration and AI capabilities. This solution helps boost the chances of converting the deals while building customer relationships. It focuses on the sales pipeline and complete visibility into customer-focused activities, providing enormous flexibility that gets rid of traditional CRM tasks.
Source: Microsoft
Using Dynamics 365 Sales, you can streamline your entire sales cycle from identifying leads to converting them to customers and creating orders. Customisations can be done easily and you can also integrate with Microsoft products or your existing business applications. This makes Dynamics CRM Sales an ideal solution with a great interface and smooth data sharing across departments.
Dynamics 365 Sales Pricing Overview
Dynamics 365 Sales offers a flexible pricing model, depending on the size of your business and the functionalities required.
Source: Microsoft
The main difference in Microsoft Dynamics CRM Sales pricing tiers lies in the depth of functionalities provided. Sales Professional is for small teams who need only simple CRM functionality. Sales Enterprise is for midsize to larger organisations with more custom requirements. Lastly, users can choose Sales Premium for advanced sales management and Microsoft Relationship Sales for more focused outreach.
- Dynamics 365 Sales Professional costs AUD$ 97.3 per user/month. It offers core capabilities to small organisations: opportunity management for sales, lead management, and a simple sales dashboard.
- Dynamics 365 Sales Enterprise costs AUD$ 157.1 per user/month with more advanced features such as customisations, custom apps, and AI-driven insights (Copilot integration). It is most suitable for middle to large business organisations with extended sales cycles and more intricate customer profiling requirements.
- Dynamics 365 Sales Premium costs AUD$ 224.5 per user per month. This package contains the Enterprise variation along with highly advanced sales engagement capabilities. It is best for incorporating B2B social selling/relationship selling for big firms that engage in high-stake long-term business relationships with customers.
- Microsoft Relationship Sales integrates Dynamics 365 Sales Enterprise with LinkedIn Sales Navigator, at variable pricing. This integration extends the CRM functionality with LinkedIn and assists sales in enriching the client database as well as getting more lead insights. It would be most effective for organisations with complex and high-ticket sales strategies that rely heavily on building long-term customer relationships.
7 Key Features Microsoft Dynamics CRM Sales
Microsoft Dynamics 365 Sales provides advanced features that help improve the sales process and increase work efficiency.
Contextual AI
Microsoft Dynamics 365 Sales leverages the power of contextual AI to improve the sales experience. It allows sales professionals to work with the right customers by leveraging unified relationship data and analytics tools. Through the use of AI, users can make the right decision based on the needs of the client. Conversation analytics also gives the sales team the right tools to communicate with customers efficiently.
AI-powered Sales accelerator in Microsoft Dynamics CRM Sales (source: Microsoft)
Sales Automation
This is amongst the most powerful capabilities that streamline workflows and reduce manual work. It also integrates well with Microsoft 365 by allowing users to access communications, appointments, and tasks, thereby giving them an overall view of the pipeline. This automation not only enhances efficiency but also guarantees that all the activities relating to leads are properly tracked and dealt with.
Opportunity pipeline view (source: Microsoft)
Advanced Insights & Predictive Forecasting
Another noteworthy aspect of Microsoft Dynamics CRM Sales is the predictive forecast and advanced analysis. It allows the sales teams to make decisions based on the data gathered on market or customer trends, behaviour and requirements. With AI, businesses can identify early trends in risky deals and make improvements in sales performance based on the analytical results. The intuitive seller-generated projections lead to better sales forecasting and clearer planning and resource deployment for success.
Analyse revenue with predictive forecasting (source: Microsoft)
Collaborative Selling
Dynamics 365 Sales allows users to share information with others and work effectively within teams. As a result, it offers relational data with clear hierarchies and connections between entities that allow sales professionals to get the big picture. Thus, LinkedIn Sales Navigator integration improves networking features, which help users create more effective communication and establish a more efficient connection with customers.
LinkedIn Sales Navigator in Microsoft Dynamics CRM Sales (source: Microsoft)
Intelligent Coaching System
One of the valuable features of Dynamics 365 Sales is an intelligent coaching system that provides real-time performance feedback and emerging trends. It allows sales managers to navigate their teams professionally by using the built-in coaching tools for stimulating revenues by providing the required insights. In this way, the system gives feedback and recommendations to fine-tune the approach to clients and make the sales force perform better.
Analyse the team’s behaviour in Dynamics 365 for Sales (source: Microsoft)
Interactive Dashboard & KPI Tracking
Sales representatives can track their pipeline and information related to KPIs conveniently using the interactive dashboard. By using real-time analytical tools and visualising data, users can see their performance and find out the issues that they have to address. It also helps in early intervention by offering an integrated view of sales performance, which guides the teams towards desired goals and objectives.
Sales Activity Dashboard in Microsoft Dynamics 365 Sales (source: Microsoft)
SMS Communication
Specifically, Dynamics 365 Sales employs modern communication where one can interact with clients through text messages (SMS). This feature would enable the sales teams to quickly communicate with clients and therefore improve overall engagement. With tailored and timely communication options, sales professionals can address their clients’ queries efficiently and improve the relationship.
Continue the customer journey with SMS (source: Microsoft)
Useful Integrations & A Real-World Case Study
1. Powerful integrations with other systems
Microsoft Dynamics 365 Sales is a feature-packed application that can be fully integrated with third-party applications and other Microsoft apps. Overall, integrating Dynamics 365 Sales with other systems can be of great benefit to any business by automating processes while streamlining team communication.
- Microsoft Dynamics 365 Applications: To streamline workflows, you can integrate Dynamics 365 Sales with other Dynamics 365 applications, like Business Central, Finance and Operation, and Customer Service. For instance, it is possible to transfer sales orders directly to Business Central to process sales orders and integrate them with Sales to get real-time financial information.
- Microsoft Outlook: The Dynamics 365 App for Outlook can be used to navigate and interact with sales data right from within the email application. This integration helps speed up access to customer information, activity history and email correspondences in the sales process.
- Microsoft Teams: Integrating Microsoft Dynamics CRM Sales with Teams empowers users to work on sale opportunities where they can share the records or call within Teams together. This integration creates a more friendly environment for various sales teams to collaborate and communicate efficiently.
- LinkedIn Sales Navigator: This integration offers users capabilities to easily find and reach out to business prospects. Moreover, LinkedIn Sales Navigator integrated with Dynamics 365 Sales enables users to gain more insight into prospective markets, as well as improve their prospecting efforts.
2. Glencore Technology increases business productivity by 50% with Microsoft Dynamics CRM Sales
Glencore Technology - an Australia-based company in the natural resources industry, reported that their previous CRM solution had limited capabilities to track customer engagement and basic reporting. Moreover, the system did not connect with other systems.
To improve productivity, data quality, and customer experience, Glencore considered Microsoft Dynamics 365 Sales along with Power BI and Customer Insights. They were searching for a comprehensive CRM solution that would integrate their sales processes and improve lead capture.
Source: Glencore Technology
Following a successful implementation, Microsoft Dynamics CRM Sales has amplified Glencore’s ability to capture leads, manage the complete sales cycle, and gain insights from a single interface. It enables the company to gain an integrated view of marketing effectiveness. Dynamics 365 Customer Insights also helps improve its marketing strategies and respond faster to the needs of the consumers.
By integrating Power Automate with Dynamics 365 Sales, Glencore was able to automate its work processes, minimise data entry, and real-time integration of sales and delivery departments. In particular, the Dynamics 365 Sales Notifications Center ensures informed team members about the sales opportunities and streamlines the approval procedure.
As a result, Glencore’s sales team benefited from a 50% improvement in the overall workflow efficiency, and task automation eliminated 25% of their manual work. Looking ahead, as Glencore continues to exploit Microsoft Dynamics 365 Sales, the company plans to enhance sales productivity and organisational ROI using AI and machine learning within Microsoft solutions.
Get Your Deployment Ready With Havi
Microsoft Dynamics CRM Sales isn’t just a CRM - it’s your go-to solution for boosting sales and strengthening customer relationships. It utilises advanced features such as artificial intelligence analysis, opportunity automation, and predictive forecasting that enable your team to sell better and more efficiently.
Are you ready for a change in the sales process? Connect with the Havi team to understand how to get started before your deployment.
Microsoft Dynamics CRM Sales - FAQs
1. What is Dynamics CRM sales?
Dynamics 365 Sales is an integrated solution of sales force automation and customer relationship management. It offers tools and features that enable an automated sales system that supports efficient sales management, as well as customer relations and sales promotion for businesses.
2. Can I integrate Microsoft Dynamics CRM Sales with other apps?
Yes, Dynamics 365 Sales is a part of the Microsoft ecosystem and works well with apps such as Outlook, Teams, and LinkedIn Sales Navigator. However, it may be challenging to integrate with third-party apps and needs technical modifications to deploy it.
3. Is Dynamics CRM Sales a CRM software?
Microsoft Dynamics CRM Sales has essential features that are similar to any CRM but it is designed to extend beyond just the core, significantly focusing on AI-based sales automation and advanced analysis. It is suitable for companies that require features for customer management in addition to those required for selling.
Source: Havi Technology (2024). Microsoft Dynamics CRM Sales - Pricing, Features, Integrations & Case Study
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