• Solutions
    • Microsoft Dynamics 365
      • Dynamics 365 Business Central
      • Dynamics 365 Finance
      • Dynamics 365 Field Service
      • Dynamics 365 Sales
      • Dynamics 365 Customer Service
    • Microsoft Azure
      • Azure Cloud Services
      • Azure Cloud Migration Services
    • LS Central
      • LS Central for Retail
      • LS Central for Restaurant
    • Power BI
  • Services
  • Industries
    • Manufacturing
    • Hospitality
    • Retail
    • IT & ITeS
    • Distribution
  • Resources
    • Blogs
    • News & Media
    • Case Studies
  • About Us
  • Careers
  • Contact us
How to Make an Impact with Cloud Data Management - CoCoonIT Services Blog
How to Make an Impact with Cloud Data Management?
December 14, 2020
5 steps ERP Implementation process
ERP Implementation – The Involvement of Top Management
January 16, 2021

Are You Ready for the Next Generation of Sales Automation?

Are You Ready for the Next Generation of Sales Automation - CocoonIT Services Pvt. Ltd

Sales are the fuel that powers up your business and keeps it going. No sales mean no business, and every company knows this catchphrase.

Since the dawn of business, marketers are hustling day and night to serve the customers, collect information, create schemes, and bring more sales. But all this is an old-school thing. Now, the highly productive companies are the ones who achieve maximum sales with the minimum manual efforts. Such companies accomplish excellent outputs with an excellent strategy – sales automation.

The present-day sales automation involves much more than the integration of CRM. With the advent of robust tools like Microsoft Dynamics 365 sales and Microsoft Dynamics 365 Field Services, sales automation has reached the next level.

The even more delightful part of this revolution is that you don’t need to be tech-savvy to adopt these tools. The no-code power apps by Microsoft are the big game-changers. You just have to be willing and open to this ‘change.’

What is Sales Automation?

Sales automation is the strategic management of the sales process from lead generation to final purchase and everything in between. This management is made effortless by eliminating human efforts and implementing automation using a set of tools and technologies powered by artificial intelligence.

You attain the ability to automate sales CRM, generate insightful reports, track KPIs, nurture leads, improve collaboration, customize e-mails with templates, generate automated invoices and quotes, and get more conversions to occur.

Moreover, the new-age solutions from Microsoft, like Dynamics 365 Field Service, aims to enhance customer experience and optimize resource utilization.

Sales automation is the buzzword in the business landscape. About 58% of B2B companies have already embraced sales and marketing automation as a part of their business strategy.

These statistics have not ceased. The numbers will continue to go up in the coming decade.

Why Sales Automation is a Blessing for your Business?

Here are the possibilities that come into existence with the onset of sales automation-

1.      Sales Automation CRM

A good CRM allows for tracking the record of all the leads. The logging activity, contact information, and outreach tasks can be managed easily. This information further helps to convert leads into customers.

2.      Instant e-mails

A company has dozens of e-mails to send and respond to every day. Things become much more comfortable with easily customizable e-mail templates. The advanced tools will also let you create a chain of e-mails sent to a specific prospect. You can schedule a time and date for each of these e-mails.

3.      Automating Deals, Schedules, and Proposals

No more struggling with deciding suitable dates for meetings manually. Your clients can directly login and enter the preferred date into the tool.

Also, end your struggles of extracting details from your CRM manually every time you create a quote. Create and send proposals instantly with the automation tool that inserts all the relevant information, price, and details by itself.

4.      Automated Reports

Track all your KPIs effectively and present a highly useful report that empowers your sales team with real-time data. Reports like such are more predictable, makes decision-making faster, and improve performance.

Automating sales creates a win-win situation for all. Empowered employees, happy customers, and flourishing business; what else you desire? You hit three targets with a single shot!

Entering Next Generation of Sales Automation with Microsoft

With a mighty sales automation tool like Microsoft Dynamics 365 Sales by your side, you enjoy the following benefits-

•             Lessened manual efforts

•             High performance and productivity

•             Saving time consumed on repetitive tasks

•             Intelligent analytics to get actionable insights

•             Generating data-rich reports

•             Improved customer experience

•             Nurturing stronger relationships with leads

•             Skyrocketing the sales

Next-Generation Sales Automation for Companies Providing On-premise Services

For businesses dealing with the delivery of goods and services to their customer’s location require a capable delivery tracking system. Microsoft Dynamics 365 Field Services bolster such businesses with-

  • AI-powered scheduling of deliverables
  • Enabling customers to track the orders
  • Collecting 360 degree of customers
  • Providing a platform to resolve issues quickly
  • Facilitate agile services via companies

Final Thoughts

You might feel unprepared at the moment for shaking hands with sales automation. However, you need to gear up yourselves and your organization for the wonderful transformation.

Change is part of every process on this planet. Instead of fearing the change, go ahead, and embrace the possibilities.

Do you find yourself comfortable with conventional sales methods? Well, growth begins only after coming out of your comfort zone. Carrying out the same tasks daily is not only boring but deprives your workforce of productivity. Free your team from a load of repetitive, monotonous tasks and give them the time to brainstorm impactful ideas needed to outrank your competitors. Uplift your sales, hack the growth, and reinvent your business.

Share
admin
admin

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

52 + = 55

CCIT Cloud Solutions

CCIT Cloud (CocoonIT Services) is an expert Microsoft Cloud Solutions and Implementation Partner. Organisations around the globe, partner with CCIT to harness the full potential of Microsoft Dynamics, Azure Cloud and Power Platform.

Microsoft Dynamics

Business Central ERP
Dynamics 365 Finance
Azure Cloud Service
Power BI Dashboards

Quick Links

Career Opportunities
CCIT Blogs
News & Media
Microsoft Partner

Connect With Us

+919137338021 
[email protected]

  • →
  • WhatsApp
  • Phone