Over the years its been a common push back from sellers, that they found it hard to see why they should bother key in a bunch of data to the CRM app, and really 'get nothing back'. They saw it as monitoring tool more than anything else. With the giant strides AI has taken, things … Continue reading Introduction to Dynamics 365 Sales Insights
With the new Lead Assignment Rules in Dynamics 365, it's easier than ever to increase your lead conversion rates and accelerate sales by automating workflows and processes. Realize the true power of one platform for Sales and Marketing - no need for code and connectors. Just configure, and off you go. You can leverage Dynamics … Continue reading Improve lead conversions by aligning sales and marketing
The new concept of Sequences in Dynamics 365 Sales Insights help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to … Continue reading Focus on the next best activity with your customers
Premium auto capture helps salespeople focus on generating revenue instead of spending their time updating Dynamics 365 Sales data and logging every customer-related activity. In addition to activity suggestions based on capturing emails and meetings, premium auto capture also provides suggestions for creating new contacts Think of a scenario in which a contact we work … Continue reading Easy logging of customer-related activities with Premium auto capture
Knowing if a contact is no longer with a company can help you in many ways Proactively identifying when a buyer has left an open opportunity to help you spot deals at riscIdentifying opportunities when customers (potential champions) have joined new companies Identifying all potential out-of-date contacts With the new Data Validation integration between Dynamics … Continue reading Want to be notified when a contact is no longer with company?