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Supercharge Your Sales: 6 Essential Apps to Enhance Dynamics 365 CRM in a Sales Manager’s Daily Routine! – CRM Software Blog



Supercharge Your Sales:

As a sales manager, your day is filled with a whirlwind of activities, from strategizing and planning to executing and analyzing sales initiatives.

You rely on powerful tools and technologies to effectively manage your sales team and achieve optimal results. One such tool that has gained significant popularity among sales professionals is Microsoft Dynamics 365 CRM.

In this article, we will take you through a typical day in the life of a sales manager «Anthony» who utilizes Microsoft Dynamics 365 CRM, showcasing how this comprehensive solution empowers you to streamline tasks, boost productivity, and drive success. We will also explore six top-rated productivity apps within Dynamics 365 CRM that he uses to revolutionize his sales operations.

Meet Anthony, who works for AZ Manufacturing Company…

Anthony is a dedicated sales manager, he handles a team of sales representatives, and each day is presented with a unique set of challenges and opportunities.

To excel in his role, he must possess a diverse skill set, including effective communication, strategic planning, and a keen eye for identifying and capitalizing on sales opportunities. With Microsoft Dynamics 365 CRM, he can do all the above listed.

But at times, he needs more! That is when he uses a wide range of Microsoft AppSource -preferred productivity apps that can enhance his efficiency and streamline his workflows to take his productivity to the next level.

A Regular Work Day in Anthony’s Life as A Sales Manager…

With Microsoft Dynamics 365 CRM, Anthony starts his day by gaining valuable insights into his sales pipeline. The platform gives him a holistic view of his team’s activities, including leads, opportunities, and ongoing deals. With this information, he identifies priority areas and plans his day!

He needs to assign leads promptly…

He has received many leads but doesn’t have to process them manually! He is working on more critical tasks, while Lead Assignment and Distribution Automation – an AppSource preferred solution, automates the distribution of leads to the appropriate team members based on his predefined rules.

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In this way, he has been able to assign leads quickly and accurately, improving conversion and follow-up rates.

Lead Assignment and Distribution Automation has also helped him optimize his sales resources by distributing leads evenly and fairly among team members.

Anthony has to visit a manufacturing event…

While working on a few sales tasks, Anthony receives an alert on Microsoft Dynamics 365 CRM that he needs to visit an event. Anthony uses an AppSource-preferred solution called Alerts4Dynamics to get timely notifications and alerts on Microsoft Dynamics 365 CRM. In the past, he used to get overwhelmed and needed help to keep track of all the data and activities he needed to attend to!

But, with Alerts4Dynamics, he has been able to stay informed and make better decisions using timely notifications and alerts.

With Alerts4Dynamics, he has set up alerts and notifications based on specific conditions, events, or changes in Dynamics 365 data.


Now he gets notified each time:

  • A lead is added to their CRM system
  • There is an update on the sales pipelines
  • There is a milestone won on sales targets
  • Each time a lead is unanswered for a few hours
  • When sales representatives close a deal
  • When a large order is placed
  • When he needs to attend any event

Moreover, he has been able to respond quickly to events and communicate in real-time, improving efficiency and productivity.

Anthony has to ensure his sales team follow a standardized process…

Anthony struggled to maintain consistency across sales teams for months, ensuring everyone followed the same process and met the same standards while using Microsoft Dynamics 365 CRM. Being aware of sales tasks reducing errors, and delivering efficiency had become vital!

Hence, he decided to yet again use another AppSource preferred solution called Business Process Checklist in Microsoft Dynamics 365 CRM.

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Anthony aimed to streamline processes and ensure critical tasks were completed consistently. Hence, he created checklists that guided his team through specific processes or workflows within Dynamics 365 CRM.

With Business Process Checklist app Anthony started getting real-time feedback on specific sales processes or workflows, allowing him to identify improvements.

He wanted to reduce repeated data entry… 

Anthony needed his team to create multiple records with similar data, such as invoices, orders, opportunities, etc. He had been tackling high data volumes as the manufacturing unit was doing really well! Hence, to ensure consistency and accuracy of data across the systems, he started using Click2Clone.

This app allowed him and his team to can quickly and easily clone or copy existing records in Microsoft Dynamics 365 CRM with just one click! His team saved a lot of time and substantially reduced manual errors that were happening in the past!

Anthony and his team of sales professionals cloned existing records, custom fields, child records etc. They also added customization and configured the app to automatically populate specific fields with default values to create related records to speed up the process!

He also had to export a lot of manufacturing details … 

Anthony must export large amounts of data to his management every week.

Although he was familiar with the native export functionality of exporting data in Dynamics 365 CRM, its limitations hindered his work!

He required complex data export functionalities and advanced customization options that Click2Export could offer. Listed as an AppSource preferred solution, the app made it easy and quick to export data. With Click2Export, Anthony could extract and manipulate data in a way that met his specific needs.

He also used a few customization options, such as;

  • He specified which fields to export
  • Which records to include
  • Formatted the data as per his preference
  • Schedule data export
  • Auto-sent weekly updates as email attachments.
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He exported various files, including Reports/Word/Excel/Email Templates (CRM Views), and simplified the data export process.

His team has been making a lot of mistakes lately… 

With the increased sales volume, Anthony’s team made mistakes that led to data loss. Because of this, Anthony resorted to an AppSource preferred solution called Undo2Restore in Microsoft Dynamics 365 CRM!

The app offered Anthony and his team a valuable error correction capability, allowing them to easily undo and rectify mistakes made during data entry or editing in CRM. Undo2Restore ensured the accuracy and reliability of the information and safeguarded data integrity by offering a backup and restore mechanism.

In the event of accidental data loss, Anthony and his sales reps swiftly restored previous versions, minimizing disruptions to their operations.

Connect with Inogic Experts Today!!!

Microsoft Dynamics 365 CRM facilitates seamless collaboration among your sales team members, allowing you to assign tasks, share information, and monitor progress in real-time. Through the platform’s built-in collaboration features, such as team calendars, document sharing, and activity feeds, you can streamline communication and ensure everyone stays aligned.

But, if you also want more, connect with Inogic experts today!

We offer specialized functionalities that address specific challenges and enhance the CRM experience for sales professionals and various other departments! Whether it’s for automating processes, improving data analysis, or streamlining customer interactions, there are apps designed to tackle various complexities.

Take a look at the various productivity apps offered by Inogic. By leveraging these apps, users can unlock new capabilities, optimize their CRM workflows, and ultimately achieve greater efficiency, productivity, and success in their business operations. For more details, please email us on [email protected].




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