10 Benefits of Using Sales Accelerator in Dynamics 365 Sales

In this article Dynamics 365 Customer Engagement consultant Caroline Mayou introduces the benefits of leveraging Dynamic 365 Sales Accelerator. 

Caroline Mayou

Caroline Mayou

Introduction to Dynamics 365 Sales Accelerator

Sales Accelerator is a Dynamics 365 Sales app that helps sales teams to close more sales faster. It provides a set of tools and processes that sales reps can use to qualify and close deals. The app is built on top of Dynamics 365 for Sales, and it includes features such as:

  • Deal Pipeline

    Tracks deals through different stages of the sales process, and provides insights into where deals are stuck.

  • Sales Process

    Defines the steps that need to be taken to qualify and close a deal. - Activity Tracking: Tracks the activities that are taking place in the sales process, and provides insights into which activities are most effective.

  • Sales Forecasting

    Predicts how much revenue can be generated in the future based on past sales performance.

In this blog post, we’ll cover ten benefits to using Dynamics 365 Sales Accelerator in your CRM environment. 

1. Centralized view of customers

As a sales representative, you know that having a clear view of your customers is essential to your success. With Dynamics 365 Sales Accelerator, you can get a centralized 360-degree view of all your customers, no matter where they are in the sales cycle, allowing you to see all interactions that have taken place across all channels. This Sales Accelerator feature offers a number of benefits, including:

  • A single view of all customer interactions, across all channels
  • A centralized place to store customer information
  • The ability to track customer engagement and activity
  • The ability to forecast sales opportunities
  • The ability to create customized reports

With Dynamics 365 Sales Accelerator, you can easily keep track of all your customers and their interactions, so you can provide the best possible customer service.

2. Qualify leads faster

Sales Accelerator can help you identify and qualify leads faster, so you can prioritize your time and focus on the most promising opportunities. It does this by automatically ranking leads according to their likelihood to close, and then providing the sales rep with key information they need to start a conversation.

The Lead Scoring tool is powered by artificial intelligence, which means that it gets smarter the more it is used. It takes into account past customer interactions, as well as data from the web and social media. This gives sales reps the ability to focus on the most qualified leads, which can result in more sales.

3. Build relationships faster

Are you looking for a way to build relationships faster? Dynamics 365 Sales Accelerator may be the perfect solution for you. Dynamics 365 Sales Accelerator is a Dynamics 365 app that helps sales teams build relationships faster. It does this by providing sales reps with information about their customers, including contact information, recent activities, and opportunities. With Dynamics 365 Sales Accelerator, sales reps can quickly identify which customers they need to reach out to and what they need to do to close more deals. They can also see which customers are most likely to buy from them, so they can focus their efforts on the most promising leads.

Dynamics 365 Sales Accelerator is available in two versions: Dynamics 365 for Sales and Dynamics 365 for Customer Service. Dynamics 365 for Sales is designed for sales teams that want to improve their sales process and close more deals. Dynamics 365 for Customer Service is designed for customer service teams that want to improve their customer support process and provide better customer service.

Another great feature in Dynamics 365 Sales Accelerator, is the Who Knows Whom function. Who Knows Whom is Microsoft’s answer and direct liaison to LinkedIn’s model. It is a Dynamics 365 Sales Accelerator feature that enables you to identify and connect with the right people at the right time. It does this by identifying the people you know, the colleagues connected to them and the credibility and strength of their relationship. 

The feature leverages artificial intelligence that quickly calculates the communication and collaboration patterns of users within your CRM environment and Microsoft Exchange environment.Once you’ve identified who is best connected with a Contact you’re looking to connect with, you can quickly contact the internal user to help introduce you. The feature is based on the principle that people are more likely to buy from people that they know. It also uses the principle that people are more likely to buy from people that they trust. Sales Accelerator Who Knows Whom is a great way to connect with potential customers. It is also a great way to connect with potential partners and suppliers.

It’s important to know that this feature is only available in Contact and Lead forms. It can quickly be added into the form using the form designer on make.powerapps.com. You must have Who Knows Whom configured in order to use it in the system.

Furthermore, a feature called Talking Points allows you to have strong insights into your contact’s points of interests. This could provide conversation starters for contacts you’d like to get in touch with. This could mean topics related to family, entertainment, vacation or sports they prefer. To set this up, a system admin first configures which categories of talking points should be displayed in your environment. The system then analyzes users’ mailboxes (through server-side synchronization) for valuable information about a contact’s preferences.

Let’s go through a quick scenario of what this could look like in action- Let’s say a customer sends you an email letting you know they’ll be in Costa Rica for a surf trip. When they get back, they let you know they had a great time. At this point, Dynamics 365 Sales will analyze the email and automatically categorize it to “sports”. The text will then appear in the talking points tile in the sports category.

Within the system, talking points will display only the most recent communication for each topic in the tile, ensuring that you are all caught up with your contact’s interests.

3. Drive activity sequences

Dynamics 365 Sales Accelerator sequences are a great way to help you increase your sales team’s productivity. By using sequences, you can create a repeatable process for your sales team to follow, in turn enforcing best practices. As a sales manager, one can connect sequences to the leads and opportunities in a sales representative’s queue in Dynamics 365 Sales to help them prioritize their daily activities and focus on their selling.  This can help them to better understand and align themselves to your sales processes, and drive productivity in their work day.

Sequences can also be used to help you track the progress of your sales team. You can use sequences to create goals for your team, and then track their progress towards those goals. Sequences can also be used to automate your sales process. You can create sequences that will automatically send emails or other communications to your customers. This can help you to keep your sales process moving forward, and it can help you to keep your customers informed.

Sequences can be customized to fit the needs of your business. You can create sequences that are specific to the products and services that you sell. Within the customized activity sequence, you can control the security roles who have permissions to access it- allowing you to drive different processes for different users. You can also create sequences that are specific to the sales process that you use. The sequence designer allows you to create sequences, connect them to records, and modify the details of each activity sequence.

To use sequences, a user must have a Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise. Before using sequences, the Sales Accelerator feature must be configured for the organization.

5. Receive actionable insights

It gives you actionable recommendations about how to close more deals, based on your sales process and the data in your CRM to help sales teams sell more effectively. It provides a sales summary report that shows how your team is performing compared to your goals, as well as insights into your most successful products, territories, and customers. The sales summary report includes the following information:

  • Your current sales goal and how close you are to reaching it
  • Your top products and how much revenue they generate
  • Your top territories and how much revenue they generate
  • Your top customers and how much revenue they generate
  • The percentage of your goal that you have achieved so far
  • The average order value for your top products
  • The average order value for your top territories
  • The average order value for your top customers
  • The number of leads you need to achieve your goal
  • The number of opportunities you need to achieve your goal
  • The number of closed deals you need to achieve your goal
  • The average sales cycle time for your top products
  • The average sales cycle time for your top territories
  • The average sales cycle time for your top customers
  • The number of days you are behind schedule

Dynamics 365 Sales Accelerator also includes a product insights report that shows how your top products are performing compared to your goals. The product insights report includes the following information:

  • The percentage of your goal that you have achieved so far
  • The average order value for your top products
  • The number of leads you need to achieve your goal
  • The number of opportunities you need to achieve your goal
  • The number of closed deals you need to achieve your goal
  • The average sales cycle time for your top products
  • The number of days you are behind schedule

The product insights report also includes a territory insights report that shows how your top territories are performing compared to your goals. The territory insights report includes the following information:

  • The percentage of your goal that you have achieved so far
  • The average order value for your top territories
  • The number of leads you need to achieve your goal
  • The number of opportunities you need to achieve your goal
  • The number of closed deals you need to achieve your goal
  • The average sales cycle time for your top territories
  • The number of days you are behind schedule

The territory insights report also includes a customer insights report that shows how your top customers are performing compared to your goals. The customer insights report includes the following information:

  • The percentage of your goal that you have achieved so far
  • The average order value for your top customers
  • The number of leads you need to achieve your goal
  • The number of opportunities you need to achieve your goal
  • The number of closed deals you need to achieve your goal
  • The average sales cycle time for your top customers
  • The number of days you are behind schedule

Dynamics 365 Sales Accelerator also includes a sales cycle time insights report that shows how your sales cycle times are performing compared to your goals. The sales cycle time insights report includes the following information:

  • The percentage of your goal that you have achieved so far
  • The average sales cycle time for your top products
  • The average sales cycle time for your top territories
  • The average sales cycle time for your top customers
  • The number of days you are behind schedule

Dynamics 365 Sales Accelerator is a powerful tool that provides sales teams with actionable insights to help them sell more effectively. It is a must-have for any business that wants to improve their sales performance.

6. Predictive Analytics

If you’re a sales representative, you know that predicting future sales is essential to your success. That’s where Dynamics 365 Sales Accelerator comes in. This app offers predictive analytics, which can help you forecast future sales and make better decisions about your products and services. Predictive analytics is a type of artificial intelligence that uses data mining and machine learning to make predictions about the future. It can be used to predict things like customer behavior, product sales, and even market trends. Dynamics 365 Sales Accelerator uses predictive analytics to help sales representatives improve their sales performance. It analyzes past sales data to identify trends and patterns. This information can then be used to predict future sales.

A great offering within the analytics functions is that of relationship analytics in list views. The relationship list view provides activity history and KPIs for contact, opportunity, lead and account records. This includes a “health score” and “health trend” for certain records.

The app also offers recommendations about products and services that could be successful in the future. It can also help sales representatives identify potential customers and predict their behavior. Predictive analytics is a powerful tool that can help sales representatives achieve greater success. Dynamics 365 Sales Accelerator is a great way to get started with predictive analytics. It’s easy to use and it provides valuable insights into the future of your sales.

7. Track Progress Against Sales Goals

Dynamics 365 Sales Accelerator helps you track your progress against your sales goals and provides insights into where you can improve your sales process. It provides a visual representation of how close sales teams are to reaching their goals, and it makes it easy to identify which sales activities are most effective in achieving goals. With Dynamics 365 Sales Accelerator, sales teams can:

  • Create and track sales goals
  • Monitor progress against goals
  • Identify which sales activities are most effective in achieving goals

Get real-time insights into how close they are to reaching their goals

8. Identify Changes in Needs & Buying Behavior

It gives you access to real-time information about your customers, so you can respond quickly to changes in their needs or buying behavior.

9. Identify Sales Opportunities Early On

Dynamics 365 Sales Accelerator is an intelligent sales tool that helps sales users identify sales opportunities early on. It does this by using a combination of artificial intelligence (AI) and machine learning (ML) algorithms to analyze customer data and identify patterns that could lead to new sales opportunities. This allows sales users to focus on opportunities that have the highest potential for success, and to act on them quickly before they disappear. The tool also provides sales users with recommendations on how to best capitalize on these opportunities.

10. An Efficient Way to Manage Your Sales Pipeline

With Dynamics 365 Sales Accelerator, you can easily create and manage your sales pipeline. You can track your opportunities and keep track of your sales progress. You can also keep track of your customer information and contact information. Dynamics 365 Sales Accelerator also offers a variety of reporting features. You can track your sales progress and see how you are doing against your goals. You can also see which products are selling the best and which products need more attention.

Closing

Dynamics 365 Sales Accelerator can help sales reps to be more productive and effective. It can help them to find and connect with potential customers, to track the progress of deals, and to close more sales. The system is easy to use and can be customized to meet the needs of individual businesses. It is a valuable tool for sales reps and can help them to achieve their goals.

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