Marketing and Sales teams’ alignment becomes extremely important for most of the companies as the main focus turns to improve customer engagement to accomplish major business outcomes. Dynamics 365 Marketing complements well with Dynamics 365 Sales to work with the same set of data and connected processes for impactful results.
Microsoft Dynamics 365 is a marketing automation solution that is designed for companies to nurture more sales-ready deals, and to make smarter decisions at the front end of the sales to convert prospects into business relationships. It offers a plethora of functionalities to help both marketing and sales to target the right prospects, prioritize leads, automate hand-offs, and track progress through the buying journey with the shared data and related processes. Here are some benefits of aligning Dynamics 365 Marketing and Dynamics 365 Sales modules in the same platform:
Further, Dynamics 365 Marketing can improve sales by playing a significant role in the various business moments like business expansion, tradeshow and running various other campaigns.
Business expansion: Whether launching a new product or entering a new market, effective planning and consistent follow up is significant for a successful launch. With Dynamics 365 Marketing, marketers control the entire process flow of the campaign along with triggering emails according to the web activity of the visitors. It also enables both the marketing and sales teams to identify qualified leads through the automation process. This is a huge advantage for the company who is seeking payback for their launch efforts.
Organize events: Without relying on any event-management companies or persons to conduct events to drive new leads or close deals, Dynamic 365 Marketing enables marketers to manage events, tradeshows, or sponsored events from beginning to end. Having a single source of information for event coordination is a lifesaving aspect of this module along with connecting the operational and data aspects like invitees, registrants, attendees, speakers, budgets, and sessions.
Manage content based campaigns: Access to content-based programs like eBooks, whitepapers, videos and more can be easily incorporated into the customer journey to efficiently move the prospect through the campaign flow. The sales team get the advantage of this by engaging the customers automatically through the content they are interested in and pursue the journey they desire.
Coordinated sales and marketing alignment with Dynamics 365 Marketing has many strong benefits like targeting the right prospects, prioritize leads, automate lead handoff to sales and increase the customer engagement.
Coordinated customer engagement: A proper alignment between sales and marketing is essential for understanding the customer journey and thereby avoiding unnecessary frustrations liken receiving poorly timed and redundant communications. With Dynamics 365 Marketing, highly customized nurture programs could be developed for transcending web, social, email, events, and more to a fully automated framework. Real-time visibility to prospect activities like which emails were opened and which landing pages were visited significantly benefit the Sales and is foundational to timely and relevant customer engagement.
Improved targeting and lead prioritization: An integrated view and understanding of the demographic and behavioural dimensions of the prospects like marketing and sales activities only can provide insights to sales and in turn feed the prospects with tailored and dynamic content. The segmentation capability allows marketers to filter and target contacts and provide personalized content to focused segments.
More leads and marketing attributed revenue: Since the expectations are high now than ever for the sales team to convert the leads that are provided by the marketing, the web the tracking system of Dynamics 365 Marketing can be used to track an anonymous web visitor all the way to sale and revenue conversion. A complete picture of the contact engagement history can be derived by both the marketing and sales team alike. This new visibility allows the sales to identify which activity or segment creates more sales qualified leads.