Explore a Dynamics 365 Sales related apps business scenario
Contoso Coffee is a global coffee distributor. They produce their own line of gourmet coffee, and as well as residential and commercial coffee machines. Their gourmet line of coffee and their coffee machines are sold through multiple retail channels. These channels include the Contoso Coffee retail stores, which are often located in premium locations, premium food resellers, and through the Contoso Coffee website. Contoso Coffee employs sales staff who are responsible for selling their products.
Consider a Contoso Coffee salesperson who manages several hundred different accounts. With so many different accounts, it’s a challenge for the salesperson to be more than an order taker. The challenge with that model is it doesn't give customers a reason to stay with Contoso Coffee. Recently, many of the Contoso Coffee salesperson's customers started to leave for competitors who have cheaper and lesser quality equipment. The salesperson wants their customers to see them as more than an order taker. The salesperson wants their customers to see them as a trusted advisor.
With Contoso Coffee recently switching to Dynamics 365 Sales, the salesperson has multiple tools available to them to become that trusted advisor to their customers and build long-lasting relationships. The salesperson can build credibility with customers from the beginning by identifying colleagues that already have a relationship with a potential customer. They can use this information to facilitate a warm introduction to facilitate developing a relationship. As the salesperson works with their customers, the built-in assistant helps ensure they stay on top of any meetings, important dates, or anything else that impacts the customer's perception of them. Finally, Artificial Intelligence (AI) backed relationship monitoring keeps track of the salesperson's interactions with their customers. This helps them to better understand their relationships with each of their customers. If it begins slipping, they can easily act on that information to engage with the customer and continue to be that trusted advisor.
Let’s see how Dynamics 365 Sales can help salespeople better serve their customers' needs.
Dynamics 365 Sales business scenario
Now that we saw at a high-level how Dynamics 365 Sales can help build better customer relationships, let’s examine some of these features a little more closely.