{"id":1320,"date":"2019-03-24T12:31:32","date_gmt":"2019-03-24T11:31:32","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=1320"},"modified":"2022-08-16T16:52:16","modified_gmt":"2022-08-16T15:52:16","slug":"review-microsoft-sales-dynamics-pros-contras-plataforma","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/review-microsoft-sales-dynamics-pros-contras-plataforma\/","title":{"rendered":"Review Microsoft Sales Dynamics: Pr\u00f3s e Contras da plataforma"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">O mercado como o conhecemos hoje era uma realidade quase que imposs\u00edvel h\u00e1 muitos anos, e o seu futuro \u00e9 uma inc\u00f3gnita. \u00c9 com esta incerteza que as empresas se debatem diariamente, tentando sempre acompanhar as novas tend\u00eancias, nomeadamente tecnol\u00f3gicas. No entanto, o desafio mais dif\u00edcil, por\u00e9m necess\u00e1rio, \u00e9 o de acompanhar o cliente na sua transforma\u00e7\u00e3o para o digital. Para alcan\u00e7ar este objetivo, uma das ferramentas mais importantes que deve acompanhar esta passagem, e deve estar integrada em todo o processo de marketing e vendas, \u00e9 o <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\">Customer Relationship Management (CRM)<\/a>. Conhe\u00e7a abaixo os principais pr\u00f3s e contras do <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/sales\/overview\/\">Microsoft Sales Dynamics<\/a>, bem como as suas principais ferramentas.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">O que \u00e9 um CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">O <a href=\"https:\/\/liminal.pt\/produtos\/crm.html\">CRM<\/a> \u00e9 um software que permite a gest\u00e3o estrat\u00e9gica dos contactos de uma empresa, sejam estes atuais ou potenciais clientes. Gere e coordena todo o tipo de intera\u00e7\u00f5es com o p\u00fablico, permitindo a cria\u00e7\u00e3o de uma rela\u00e7\u00e3o desejada e bilateral e, assim sendo, a manuten\u00e7\u00e3o estrat\u00e9gica deste la\u00e7o, tornando-o duradouro. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">O seu foco \u00e9 o p\u00fablico, tendo como principal objetivo a satisfa\u00e7\u00e3o e resposta \u00e0s necessidades identificadas e apresentadas pelo mesmo. O facto de estar integrado com a estrat\u00e9gia empresarial \u00e9 uma vantagem competitiva e pode ser o grande impulsionador para o sucesso. Com o aumento da procura por solu\u00e7\u00f5es que conseguissem gerir tudo isto, v\u00e1rias plataformas foram aparecendo no mercado, como o <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/\">Microsoft Dynamics 365<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">O que \u00e9 o Microsoft Dynamics 365?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">O <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/\">Dynamics 365<\/a> \u00e9 uma plataforma da Microsoft que permite o registo e an\u00e1lise das atividades em todas as \u00e1reas empresariais. Cont\u00e9m as mais variadas aplica\u00e7\u00f5es de ajuda \u00e0 componente humana, tais como: <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Sales Dynamics<\/strong>: gest\u00e3o e personaliza\u00e7\u00e3o das vendas atrav\u00e9s de intelig\u00eancia artificial;<\/li><li><strong>Service Dynamics<\/strong>: resolu\u00e7\u00e3o de problemas r\u00e1pida e eficiente, treino de t\u00e9cnicos para uma otimiza\u00e7\u00e3o efica,z de modo a exceder as expetativas dos clientes;<\/li><li><strong>Finance and Operations Dynamics<\/strong>: otimizar as suas finan\u00e7as e as experi\u00eancias de compras;<\/li><li><strong>Talent Dynamics<\/strong>: atra\u00e7\u00e3o dos melhores talentos e forma\u00e7\u00e3o interna, de modo a fomentar o sucesso profissional;<\/li><li><strong>Marketing Dynamics<\/strong>: experi\u00eancias personalizadas, realiza\u00e7\u00e3o de campanhas, gest\u00e3o de leads e aumento da procura.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Esta plataforma, por ser da Microsoft, permite aos seus users terem acesso a conte\u00fados pr\u00f3prios desta entidade possibilitando, por exemplo, a <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/sales\/relationship-sales\/\">integra\u00e7\u00e3o com o Office 365 e o LinkedIn<\/a>. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As aplica\u00e7\u00f5es do Dynamics 365 asseguram a seguran\u00e7a de todos os dados, suporte t\u00e9cnico atrav\u00e9s de telefone ou web, incluem SLA (Sales Level Agreement) de tempo de atividade de 99,9% e tecnologias inteligentes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A vertente que iremos abordar neste post ser\u00e1 o Sales Dynamics.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">O que \u00e9 o Sales Dynamics?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">O <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/sales\/overview\/\">Microsoft Sales Dynamics<\/a> \u00e9 um software de gest\u00e3o e manuten\u00e7\u00e3o de intera\u00e7\u00f5es entre empresa-cliente integrado com CRM. \u00c9 poss\u00edvel personalizar a plataforma de acordo com a realidade de cada empresa. Assim sendo, caracteriza-se como sendo universal no mundo das empresas, ou seja, adapta-se a qualquer entidade, de qualquer dimens\u00e3o ou volume de neg\u00f3cios. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">As ferramentas do Sales Dynamics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">O cliente \u00e9 o ponto principal da a\u00e7\u00e3o desta plataforma e todo o software \u00e9 direcionado para as intera\u00e7\u00f5es e rela\u00e7\u00f5es com o mesmo. \u00c9 composto pelas seguintes ferramentas e caracter\u00edsticas:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Gest\u00e3o, execu\u00e7\u00e3o e personaliza\u00e7\u00e3o das vendas;<\/li><li>Gamification e voz do cliente;<\/li><li>Personaliza\u00e7\u00e3o;<\/li><li>Sincroniza\u00e7\u00e3o de dispositivos m\u00f3veis;<\/li><li>Informa\u00e7\u00f5es incorporadas e integradas;<\/li><li>Relat\u00f3rio e an\u00e1lise de dados;<\/li><li>LinkedIn Sales Navigator (exclusivo package Relationship Sales).<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Estas ferramentas podem tamb\u00e9m ser integradas com uma fun\u00e7\u00e3o \u00fanica e independente, <a href=\"https:\/\/dynamics.microsoft.com\/pt-pt\/ai\/sales\/\">o Dynamics 365 AI for Sales<\/a>, que consiste na integra\u00e7\u00e3o com a intelig\u00eancia artificial. No entanto, este package tem de ser adquirido \u00e0 parte.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"463\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2019\/04\/analitica-microsoft-sales-dynamics.gif?resize=840%2C463&#038;ssl=1\" alt=\"Microsoft Sales Dynamics, Review, Office 365, Liminal\" class=\"wp-image-1359\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Pre\u00e7os do Sales Dynamics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A oferta da vertente Sales divide-se em 4 packages pass\u00edveis de personaliza\u00e7\u00e3o, cujos pre\u00e7os mensais est\u00e3o compreendidos entre os 54,80\u20ac por utilizador e estendem-se at\u00e9 aos 100\u20ac por utilizador. A diferen\u00e7a entre estes d\u00e1-se apenas ao n\u00edvel da oferta de ferramentas.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Pr\u00f3s da Plataforma Sales Dynamics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2714<\/strong> Free Trial;<br><strong>\u2714<\/strong> Aplica\u00e7\u00e3o m\u00f3vel, permitindo o acesso aos dados em qualquer altura e local;<br><strong>\u2714<\/strong> Permite realizar as mais variadas a\u00e7\u00f5es de vendas e marketing na mesma plataforma; <br><strong>\u2714<\/strong> Personaliza\u00e7\u00e3o interna da plataforma eficiente e bastante completa;<br><strong>\u2714<\/strong> Integra\u00e7\u00e3o omnichannel;<br><strong>\u2714<\/strong> Recomendado para qualquer tipo de empresa.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1402\" height=\"720\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2019\/04\/microsoft-dynamics-crm-review.gif?fit=1000%2C514&amp;ssl=1\" alt=\"Microsoft Sales Dynamics, Review, Office 365, Liminal\" class=\"wp-image-1361\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Contras da Plataforma Sales Dynamics<br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2718 <\/strong> Uso pouco intuitivo, \u00e9 necess\u00e1rio ter algum conhecimento tecnol\u00f3gico;  <br><strong>\u2718 <\/strong> Pode tornar-se lento no desenvolvimento tarefas e processamento de dados;<br><strong>\u2718 <\/strong> A cria\u00e7\u00e3o de regras e workflows pode ser bastante complexa.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Descubra qual o CRM mais indicado para a sua empresa<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Enquanto especialistas em tecnologias de marketing (martech), trabalhamos todos os dias ao seu lado de maneira a guiar a sua empresa at\u00e9 ao sucesso. A <a href=\"https:\/\/liminal.pt\/\">Liminal<\/a> ir\u00e1 aconselhar a sua empresa sobre quais as melhores tecnologias a integrar e como integrar.<\/p>\n\n\n\n<h3 class=\"has-text-align-center wp-block-heading\">Solicitar demo do Microsoft Sales Dynamics<\/h3>\n\n\n\n<center><form action='https:\/\/forms.zohopublic.eu\/liminal\/form\/PedidodedemoCRM\/formperma\/Ot2fCLBcEZwWwp8u4q6k8Qd2EVFpo7w3zpwGIc1XJb8\/htmlRecords\/submit' class=\"contact-form\" name='form' id='form' method='POST' accept-charset='UTF-8' enctype='multipart\/form-data' onSubmit=\"zf_validateandsubmitdata();\">\n<input type=\"hidden\" name=\"zf_referrer_name\" value=\"\"><!-- To Track referrals , place the referrer name within the \" \" in the above hidden input field -->\n<input type=\"hidden\" name=\"zf_redirect_url\" value=\"\"><!-- To redirect to a specific page after record submission , place the respective url within the \" \" in the above hidden input field -->\n<input type=\"hidden\" name=\"zc_gad\" value=\"\"><!-- If GCLID is enabled in Zoho CRM Integration, click details of AdWords Ads will be pushed to Zoho CRM -->\n<!--Name-->\n<input type=\"text\" maxlength=\"255\" name=\"Name_First\" fieldType=7 placeholder=\"Nome Pr\u00f3prio*\" \/>\n<input type=\"text\" maxlength=\"255\" name=\"Name_Last\" placeholder=\"Apelido*\" fieldType=7 \/>\n<!--Email-->\n<p><input type=\"text\" maxlength=\"255\" name=\"Email\" placeholder=\"Email*\" value=\"\" fieldType=9 \/>\n<!--Single Line-->\n<input  type=\"text\" name=\"SingleLine1\" placeholder=\"Empresa*\" value=\"\" fieldType=1 maxlength=\"255\" \/>\n<!--Dropdown-->\n<select name=\"Dropdown\" style=\"display:none\">\n<option value=\"Microsoft Sales Dynamics\">Microsoft Sales Dynamics<\/option>\n<\/select>\n<p>\n<button type=\"submit\">Solicitar Demonstra\u00e7\u00e3o<\/button><\/form><\/center>               \n<script type=\"text\/javascript\">var salesIQFieldsArray = [{\"formFieldName\":\"Email\",\"formFieldType\":9,\"salesIQFieldName\":\"Email\"}];\nfunction zf_validateandsubmitdata(){\nvar visitorinfo = {};\nvar elements = document.getElementById(\"form\").elements;\nfor (var elmIdx = 0; elmIdx<elements.length;elmIdx++) {\nvar inpElem = elements[elmIdx];\nvar fieldLinkName = inpElem.getAttribute(\"name\");\nvar fieldType = inpElem.getAttribute(\"fieldType\");\nif(fieldType===\"1\" || fieldType===\"7\" || fieldType===\"9\" || fieldType===\"11\"){\nfor(var idx = 0; idx < salesIQFieldsArray.length; idx++) {\nvar salesIQObj = salesIQFieldsArray[idx];\nvar zfFieldName = salesIQObj.formFieldName;\nvar salesIQFieldName = salesIQObj.salesIQFieldName;\nif(fieldType === \"1\"){\nif(fieldLinkName===zfFieldName){\nvar salesIQValue = inpElem.value;\nif(salesIQFieldName===\"Phone\"){\nvisitorinfo.contactnumber = salesIQValue;\n}\nif(salesIQFieldName===\"Name\"){\nvisitorinfo.name = salesIQValue;\n}\n}\n}\nif(fieldType===\"7\"){\nvar zfFldCompLinkName = salesIQObj.fieldCompLinkName;\nif(fieldLinkName===zfFldCompLinkName){\nvar salesIQValue=inpElem.value;\nvisitorinfo.name = salesIQValue;\n}\n}\nif(fieldType===\"9\"){\nif(fieldLinkName===zfFieldName){\nvar salesIQValue=inpElem.value;\nvisitorinfo.email = salesIQValue;\n}\n}\nif(fieldType===\"11\"){\nfieldLinkName = inpElem.getAttribute(\"compname\");\nif(fieldLinkName===zfFieldName){\nvar phoneFormat = inpElem.getAttribute(\"phoneFormat\");\nvar salesIQValue=\"\";\nif(phoneFormat===\"1\"){\nsalesIQValue = document.getElementById(\"international_\"+fieldLinkName+\"_countrycode\").value; \n}else if(phoneFormat===\"2\"){\nvar countryCode = document.getElementById(fieldLinkName+\"_countrycode\").value;\nvar first = document.getElementById(fieldLinkName+\"_first\").value;\nvar last = document.getElementById(fieldLinkName+\"_second\").value;\nsalesIQValue =countryCode+first+last;\n}\nvisitorinfo.contactnumber = salesIQValue;\n}\n}\n}\n}\n}\nparent.postMessage(JSON.stringify({ type: 'zoho.salesiq.apimessage', visitor: visitorinfo } ), '*');\/\/ No I18N\n}<\/script>\n<div class=\"rtng-rating-total\" data-id=\"1320\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"100\">\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div><\/div><span class=\"rtng-text rtng-total\">5 de 5 estrelas. 1 votos.<\/span><\/div><form action=\"\" method=\"post\" class=\"rtng-form\" data-id=\"1320\"><input type=\"hidden\" name=\"rtng_show_title\" value=\"1\"><span class=\"rtng-text rtng-vote-title\">O meu feedback:<\/span><div class=\"rtng-star-rating rtng-no-js rtng-active\" data-rating=\"\"><label class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"1\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"2\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"3\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"4\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"5\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><\/div><noscript><input type=\"submit\" name=\"rtng_add_button\" class=\"rtng-add-button\" value=\"Rate\" \/><\/noscript>\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_type\" value=\"post\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_id\" value=\"0\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_post_id\" value=\"1320\"><input type=\"hidden\" id=\"rtng_nonce_button\" name=\"rtng_nonce_button\" value=\"b5f424d18a\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/martech-magazine\/wp-json\/wp\/v2\/posts\/1320\" \/><\/form>","protected":false},"excerpt":{"rendered":"<p>O mercado como o conhecemos hoje era uma realidade quase que imposs\u00edvel h\u00e1 muitos anos, e o seu futuro \u00e9 uma inc\u00f3gnita. \u00c9 com esta incerteza que as empresas se &hellip; <\/p>\n","protected":false},"author":2,"featured_media":1326,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[65],"tags":[68,154,133,134,173,138,109,135],"class_list":["post-1320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-crm","tag-customer-relationship-management","tag-dynamics-365","tag-dynamics-crm","tag-microsoft","tag-microsoft-sales","tag-review","tag-review-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Review Microsoft Sales Dynamics: Pr\u00f3s e Contras 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