More leads means more revenue, which means more profit! To learn the top 10 surefire ways to obtain more leads, visit our blog 4. The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way – he information you track and log about leads in Microsoft Dynamics 365 can be used to build relationships and turn leads into lifelong customers. Salespeople should track activities including emails, phone calls, and tasks to keep a trail of interactions with perspective clients. Important information gathered in a lead record includes estimated purchase date, lead rating (cold, warm, or hot), source campaign – as well as basic contact information. Otherwise, the lead should be qualified which creates an account, a contact, and an opportunity. If there is not a fit, the lead should be disqualified. The Sales team’s job is to contact these leads, determine if there is a fit between your company and them. Leads can come from web forms, emails, trade show visits, and other sources. These prospects might be businesses or consumers who have expressed an interest in your product or service. Leadsĭynamics 365 primarily uses leads to track unqualified prospects.
This can be useful to generate organizational charts. In addition to basic contact information like phone numbers and addresses, contact records include information such as job title, contact preferences, and a place to mark personal notes.Ĭontact records also include a field to note the contact’s manager. ContactsĬontact records track the people employed by accounts. Accounts can have hierarchical relationships with other accounts, making it easy to visualize Parent/Child relationships. Other records, such as contacts, opportunities, and activities roll up to the parent account. Account records contain information including phone numbers and addresses, relationship type, owner of the record, revenue and billing information, main contact, etc.Īccounts are generally considered the main record in Dynamics 365 CE.
AccountsĪccount records contain information that you and your team need to know about businesses you work with. All of these record types consist of basic contact information, and a timeline in which the activities and communications related to the record are tracked. There are components that all 4 types of these records have in common.
Switch between Sales, Settings, and Training area. Access everything that you need to communicate with customers, manage your sales-related records, and so on. Access the recent items you’ve worked on or the customers you have pinned. The site map shows you the different areas you can navigate to within the Sales Hub. Once you have chosen the Sales Hub, the site map will be displayed. App Selector in Sales HubĪ list of apps will be displayed. Once you are in Dynamics 365, to access the Sales Hub – click on the App Selector. Microsoft has provided some very valuable help resources for administrators and sales managers. Saves time as you don’t have to leave Dynamics 365 Sales to do this. Easily perform a quick analysis on your sales teams productivity by using immersive Excel and prebuilt templates within Dynamics 365. Monitor results and provide feedback (in real time). Real time analytics (based on historical and predictive data) accelerate your teams performance. In addition, we held a webinar on the Dynamics 365 Mobile Sales App. 
Work from anywhere – With use of the Dynamics 365 Mobile Sales App, salespeople can prepare more thoroughly for customer engagements, log and share information quickly, and easily find information they need. Another reason Dynamics 365 Sales is so easy for salespeople to use is that they can follow guided business processes so they know which steps to take next. The use of familiar tools makes it easier and quicker for salespeople to get around. Quick and Easy to use because of its tight integration to Microsoft apps. If you would like to find out how you can work less and do more with Power Automate, watch our webinar on Three flows To Charge up Your Sales. Saves time by automating sales processes. Read part two of the Sales Forecasting blog here. Read part one of the Sales Forecasting blog here. We also wrote a 2 part blog on Sales Forecasting. We recently presented a webinar on Sales Forecasting. Another way Dynamics 365 Sales accelerates sales is by sales forecasting. Click here to learn 4 ways that Dynamics 365 shortens sales cycles. Accelerates Sales – close deals faster. Dynamics 365 Sales offers many benefits to sales managers as well as to salespeople. We will show you just how easy getting started with Dynamics 365 Sales is. With Dynamics 365 Sales, salespeople can easily manage their pipeline, nurture sales from lead to order, and accelerate their sales. Dynamics 365 Sales enables salespeople to build stronger relationships with their customers and personalize the customer buying journey.
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