Aligning sales and marketing with Dynamics 365 produces powerful results. It facilitates collaboration and optimizes the sales process from start to finish by bringing your sales and marketing teams together on a unified, full-featured platform like Dynamics 365.

Dynamics 365 offers intelligent applications to help you know your customers and increase revenue by turning more prospects into engaged customers. If your organization uses separate solutions for marketing and sales, your teams aren’t getting the whole picture. Read on to learn how you can benefit your organization by aligning sales and marketing with Dynamics 365

aligning sales and marketing with Dynamics 365

Coordinate customer engagement 

Redundant or poorly timed communications from an organization are frustrating and inconvenient for prospects and customers.

Take web, email, social media, and events to the next level with the Dynamics 365 Marketing Customer Journey feature. Plan and run new campaigns with out-of-the-box templates and get real-time visibility into prospect activities.

Build customized nurture programs to give sales and marketing a shared understanding of the buyer journey and how they differ across segments and personas. Use these in-depth insights to deliver timely, relevant customer engagement tailored to each prospect—increasing the likelihood of a sale.

Improve targeting and lead prioritization

Batch-and-blast marketing is no longer an effective technique. Generic, unrequested emails often lead to blanket unsubscribes and lost opportunities, and new regulations can result in penalties for this type of marketing.

Modernize your approach and take it to the next level by delivering customized and dynamic content to customers using Dynamics 365 CRM for Sales and Marketing. With a detailed demographic and behavioural understanding of contacts, sales and marketing teams have an integrated view of who their prospects are and what they’re interested in.

Dynamics 365 unified solution gives you the ability to track marketing programs (such as web, email, social media, and ads) and sales activities (like events, calls, and meetings) in one shared database. And list segmentation lets you filter contacts based on any attribute or behaviour associated with those contacts, allowing you to target those focused segments with personalized content.

Get more leads and marketing- attributed revenue

Marketing and sales teams work in tandem to deliver leads and convert those leads to revenue. How revenue is attributed varies from organization to organization, but the right technology makes the journey from lead to sale clear.

Using sophisticated web tracking, Marketing compiles all prospect data into contact records to present a complete picture of contact engagement history.

As each contact progresses through the customer journey, all activities are tracked and visible to both sales and marketing teams. Gain insight into all the steps that resulted in revenue and which activities moved the meter along the way.

Learn more 

Download our exclusive webinar presentation on Dynamics 365 for Sales and Marketing. Click here.