Blog > Maximise sales impact with SOCO’s Express CRM built on Dynamics 365 for SMB
Maximise sales impact with

Express CRM

built on Dynamics 365 for SMB

Small and medium-sized businesses (SMBs) often find themselves managing sales processes manually or through outdated and disconnected systems, hindering their ability to scale efficiently. In this article, we will uncover some of the key Dynamics 365 features included in SOCO’s Express CRM and how sales team can utilise this streamlined platform to boost sales impact.

1. Streamlining Sellers’ Workflow

Leveraging the power of Dynamics 365 Sales as its foundation, one of the key advantages of SOCO’s Express CRM platform is its ability to streamline sales workflows, resulting in enhanced efficiency and productivity.

For example, sales representatives are able to access a unified view of customer information including contact details, communication history, purchase history, and support interactions. This view gives sales teams a comprehensive understanding of the customer, equipping them with the information needed for higher quality, personalised interactions.

Dynamics 365 Holistic View of Customer

In addition, the interactive and customisable dashboards offer real-time insights into key performance indicators (KPIs), providing sales team with a holistic view of the current sales pipelines and the ability to drill down into the details of every deal.

With SOCO’s Express CRM, sales representatives can easily track the progress of deals, from initial leads to successful closures across a diverse range of devices and platforms, including Windows, Android and Apple. This broad accessibility empowers your sales team to take a truly customer-centric approach with their day-to-day interactions by enabling greater flexibility and responsiveness in the field to boost sales impact.

2. Shortening Sales Cycles:

Knowing what’s happening in your organisation in real-time is crucial for smart decision-making. SOCO’s Express CRM provides just that, with tools for effective lead and opportunity management that can help sales representatives shorten the sales cycle. For example, the easy-to-access reporting feature allows your team to understand sales trends and focus on the most promising opportunities. This allows them to quickly identify top customers and prioritise prospects for long-term growth, making more efficient use of their limited time and resources.

Holistic VIew of D365

3. Seamless Integration with Microsoft Office 365:

Over 148,000 companies in Australia uses Microsoft Office 365. SOCO’s Express CRM enhances its functionality by seamlessly integrating with Microsoft Office 365. This integration provides a unified solution, embedding sales capabilities directly into Microsoft 365, making it easy for your team to act on opportunities promptly, with CRM data accessible seamlessly through the Dynamics 365 app for Outlook. The ability to create standardised documents using Microsoft Word templates and import/export spreadsheets within the Dynamics 365 app further streamlines processes, enhancing overall productivity.

Office 365 integration with Dynamics 365

4. Supercharging CRM with AI-Driven Capabilities:

For those seeking additional features, SOCO’s Express CRM offers the option to supercharge your CRM with AI-driven capabilities too. It takes automation to the next level, leveraging artificial intelligence to enhance decision-making, predictive analytics, and customer insights. For instance, Dynamics 365 uses AI algorithms to analyse historical data and identify patterns associated with successful lead conversions. This helps in assigning scores to leads, indicating their likelihood to convert into customers, helping your sales representative make smarter decisions even quicker.

Some of the other popular AI-driven capabilities in Dynamics 365 Sales adopted by most SMBs are:

  • Automated workflows – AI-driven automation helps streamline workflows by automating routine tasks and processes. This includes task assignments, follow-ups, and other aspects of the sales process.
  • Guided selling – AI-driven insights which provide sales representatives with guidance on the next best actions to take during the sales process. This helps to optimise sales strategies and improves sales conversion.
  • Virtual Agent Customer Service – uses AI to create intelligent bots that can assist with common customer queries. This can indirectly impact sales by providing better customer support.

If you’ve found value in the features discussed or believe they can tackle your current challenges, we invite you to take the next step. Simply complete the form on the right to request more information or speak to our consultants.

Don’t miss the opportunity to revolutionise your sales processes and boost productivity. It only takes us 4 weeks to implement Express CRM for your business. Take action today by reaching out to us. 

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