Center for Creative Leadership
Leveraging Dynamics 365 for Sales dashboards, CCL created custom views to empower sales users to review their leads, active accounts, open opportunities, and to set and track revenue goals. Dynamics 365 for Sales also provides a high-level overview for sales managers to efficiently track their team’s performance in a clean, easy-to-read interface.
“The ability for people, both users and managers, and top management, to be able to see the data that they need displayed in one spot is unbelievably valuable, says Wendy Perrigo, Director of Sales Learning and Resources at CCL.”
Additionally, CCL’s marketing dashboards provide an overarching look at qualified leads. This allows the team to view how individual leads were generated and track their journey through the sales process.
With the help of PowerObjects, CCL was not only able to build a better process of tracking leads, but gained additional insight behind the data, helping them produce more qualified leads. CCL implemented their “demand waterfall” to measure their marketing qualified leads versus disqualified leads, ultimately further aligning their sales and marketing efforts.
To support this, CCL and PowerObjects built a custom entity, dubbed internally as “Interest Code,” to granularly view what specific event a lead originated from. Measuring the success of their campaigns and aiding in promotional outreach was a massive benefit to the marketing team.
In addition to developing Interest Code, CCL enhanced the out-of-the-box functionality of Dynamics 365 for Sales by implementing a custom entity for Products and Revenue. This opportunity entity enables users to see projections for a specific product by fiscal year as well as their standard quarterly system. By selecting a product and designating which fiscal year they think the product will sell, they are able to calculate the actual revenue and assign it to a quarter. This allows them to forecast business at a granular level.
Prospecting with LinkedIn Sales Navigator and Inside View
The LinkedIn Sales Navigator and Dynamics 365 for Sales integration gives sellers the ability to tap into their networks to find new leads and prospects by displaying potential connections between current contacts or leads and individuals in companies they’d like to pursue. The CCL team already utilized LinkedIn Sales Navigator before their implementation, so the ability to view the information within Dynamics was an added benefit.
Additionally, CCL leverages data from Inside View to find connections and view research on companies, including their annual reports, to gain knowledge on potential prospects.
Leveraging the Stack of Microsoft Applications
By implementing Dynamics 365 for Sales, CCL was able to integrate the platform with the Microsoft tools their organization was already using, such as Outlook and OneNote. This improved productivity for their employees by eliminating the need to navigate between multiple systems and provided a seamless transition with familiar platforms.
“Our team is already using Microsoft products so moving to Dynamics was a natural decision, says Perrigo. As we transition to full implementation of Office 365 this will continue to be an important way to sync all the functionality.”
Improving Functionality with PowerPack Add-ons
PowerObjects offers a library of managed solutions for Microsoft Dynamics 365 called PowerPacks Add-ons. CCL utilizes PowerPacks to enhance the functionality of Dynamics 365.
PowerAutoNumber automatically assigns a unique value to a lead once it becomes an opportunity. CCL uses the opportunity number to track a lead from the point of sale to the finance department and reference the number on any opportunity across all their systems.
PowerLastActivity supports CCL’s service level agreements, which their sales team are required to respond to within a certain timeframe. The solution displays the last completed activity on a record along with the time and date stamp of that activity, ultimately providing sales managers insight into the last time a record was touched by a sales representative.
CCL also leverages PowerGrid to enable the team to bulk update account data in an editable grid without having to open individual records within Dynamics 365. “PowerGrid alone has been a huge time saver for people,” says Perrigo.
A Dedicated PowerSuccess Engineer
CCL is a member of PowerObjects’ PowerSuccess program, a completely unique service-as-a-subscription program for personalized support. PowerSuccess provides CCL access to a dedicated CRM administrator to support and sustain a long-term plan for success. From the beginning, CCL’s dedicated PowerSuccess engineer worked with the team to understand their unique business needs and developed a custom roadmap to empower them to get the most out of Dynamics 365.
CCL is continuing to enhance functionality by integrating their marketing automation platform within Dynamics 365 for Sales. In addition, their sales team is looking to increase productivity by incorporating a third-party add-on to improve their contact process and store collateral that their sales team can easily distribute.