I need to flush out the details of our customer's sales process with their team, how do I get started?
Jack, National Sales Manager
It is great that you are thinking about getting everyone rowing in the same direction. Establishing sales stages and writing out clear definitions of what is expected to happen in each stage provides everyone with a common language for discussing opportunities in the pipeline. It will cut down deals getting lost and account managers “blowing smoke” about closing statuses.
Bob, what are some of the key features added to Dynamics 365 Sales in the latest release?
I have picked out 3 features in the latest release that should get your attention.
Duplicate Detection – Enhanced Email Experience – Added PDF Capabilities
The feature overview video below, highlights new capabilities included in the latest update to Dynamics 365 Sales.
The most fundamental requirement for growing a business is having sound sales processes that can be tracked, measured, and audited. Such processes must be written down and followed closely, not shared through word-of-mouth like an urban legend. A documented sales processes allow your clients to create a repeatable blueprint for success.
So where do they keep such data and monitor their results?