(bright music)
- [Narrator] Best Organics Company
is a leading distributor of specialty organic ingredients.
With teams spread across many locations,
they're always looking for the best ways
to make sure that they can close deals fast
and meet tight delivery timelines.
Dynamics 365 Sales and Commerce
makes it easy for the sales teams
to collaborate effectively and stay ahead.
As a manufacturer working with customers and partners,
it's critical to engage with the right information
to accelerate deals.
Using Dynamic's 365 Commerce and Power Virtual Agents,
customers like Mona at Lamna Healthcare
can browse personalized product catalogs
to decide which products she needs.
When Mona has questions, chat is right there.
Responses are instant,
and when solutions aren't available,
Mona can request a call back
or get an instant connection to the right team.
Mona confirms her preference of text messaging
to hear about latest news and updates and closes the chat.
Let's see how that lead gets to the right destination.
Lydia is a busy operations manager
responsible for over 1,500 sellers,
as they engage with clients all over the world.
It's important that leads make it to the right seller
so they can convert as quickly as possible.
Data needs to be accurate and reliable
so the team can trust that they're prioritizing effectively.
In Dynamics 365 Sales all inbound leads
are automatically checked for duplicates
and then routed to the best specialist
with assignment rules.
Lydia can also optimize the interaction cadence
for different sorts of leads
so sellers will always know what to do next.
She can then monitor how her sequences are performing
through the Intelligence Dashboard,
and optimize them using A/B testing to close even more deals.
With end-to-end intelligent automation,
Lydia knows her sales team can focus on selling
while she's able to move on to other challenges.
Danielle is a biz dev exec
who specializes in nutritional products at Best Organics.
Her job is to work the new leads as they come in
from the commerce site.
She needs to prioritize well
and be fully prepared for every customer call.
She can see a new lead has been assigned
with a full chat history connected in the timeline.
The lead is from a known account, Lamna Healthcare,
and in a single click, she could see background,
LinkedIn insight, and even AI-powered suggestions
for cross-sell opportunities,
like this one here for the beauty product line.
The first sequence step for this lead
is to send a quick text message
informing Mona some relevant product offers.
The message can be automated with a predefined template,
or edited to meet specific needs.
As a response comes through,
Danielle can quickly set up a Microsoft Teams meeting,
and invite Mona and her team to join.
When Danielle joins the call,
all the relevant customer info
from Dynamics 365 is right there.
Throughout the meeting,
she has access to real time conversation intelligence
with a live transcript,
keyword highlights, important action items, and suggestions.
Danielle locks the deal with Mona
and asks if she's interested in a follow-up
on the beauty products.
When the call ends,
she sees that her automated meeting summary
is ready to share,
so she can easily catch the account team up
on the details of the new opportunity.
Danielle kicks off a Teams chat
with the account team lead, Daisy, right from Dynamics 365,
and shares a link to the call summary
detailing the interest and the beauty products.
Normally Daisy would have to reach out to people
across a series of chat threads and email messages
sharing files and explaining context.
Now, when Daisy creates the opportunity,
a deal room is automatically created
within a Teams channel that pulls in the core deal team.
It provides everyone with the critical information they need
to engage on the deal.
The schedule, the key files, action items,
and convenient links to key Teams meetings
are all in there in one single pane of glass
for not only people in the sales org,
but key support teams in engineering and finance.
Within the deal room dashboard,
Daisy also has easy access to key approvals
that can help expedite the deal.
Daisy sees the related approvals
such as discount levels associated to the account.
She knows that ultimately
the business desk needs to sign off before they can proceed.
Using the power of Dynamics' records and loops,
Daisy is able to quickly share the approval
with Eric from the business desk over chat,
allowing Eric to quickly get context and approve.
As the day draws to a close,
Daisy can review her performance dashboard
to view how she is tracking against our target.
With this data, she can keep laser-focused
on driving the right outcomes and exceeding her quota.
Through engaging web experiences with Virtual Agents,
guided sales engagement with AI-powered suggestions,
and collaborative workspaces and Teams,
Dynamics 365 Sales and Commerce
empower the team at Best Organics Company
to close deals faster and meet tight delivery timelines.
(bright music)