Microsoft Dynamics 365 Business Central for Sales Managers | JourneyTEAM
https://JourneyTEAM.com/BusinessCentral | Learn how these Microsoft Dynamics 365 Business Central tools and functions assist sales managers by:
• Giving alerts about and helping to inspect overdue sales opportunities to ensure nothing falls through the cracks
• Allowing access to inventory quantity and forecasts
• Integrating Power BI to to review sales opportunities
When logging into to Dynamics 365 Business Central, you will see a pre-built, role-based homepage tailored to the sales manager. A tremendous amount of relevant data and details are available to the sales manager on the homepage, along with graphs, charts and more.
The sales manager is able to view outstanding opportunities and the percent chance of closing. The sales manager can open up the opportunity card to view the interactions and comments for the opportunity so the sales manager can analyze the details to make a better assessment and forecast to the leadership team.
In many organizations, providing information to team members is very key and vital to their success. Traditionally, access to key information, such as inventory, has been gated or limited to the business administrative and accountant users. Dynamics 365 Business Central reduces those barriers and creates efficiency gains by allowing people to perform their jobs with the information they need to make the best decisions for the organization. Within Business Central, you will see that 'items' is available in the top toolbar. You can toggle the items information in different ways, and access both sales and inventory forecasts via the application graph. As a sales manager, it is helpful to open the inventory statistics report to view the top selling items in a graphical representation. Inventory statistics details creates another opportunity for sales managers to dig deeper. This report helps sales managers see what items have been in the inventory for a long time--helping you to suggest promotions, etc.
The integrated experience with Dynamics 365 Business Central and Microsoft Power BI allows sales managers to see a ton of relevant information, without logging in and logging out.
The benefits of Dynamics 365 Business Central for sales managers are:
• Reducing initial learning of a new system
• Reducing time in the data entry process
• Improving control of the data and the business
• Limiting errors and correct data entry
• Providing details that they may not already have to make really good decisions for the business
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that is easy to use and adapt, helping you connect your business and make smarter decisions. With Dynamics 365 you can:
• Manage your financials
• Automate and secure your supply chain
• Sell smarter
• Improve customer service
• Keep projects on time and under budget
• Optimize your operations and more
Watch our Dynamics 365 Business Central playlist to learn how to use other helpful tools in Business Central: • Microsoft Dynamics 365 Business Central
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