Audience Type: Seller
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Optimize Dynamics 365 Sales product usage with new reports!
Data is one of the key resources to making informed, contextual decisions. -
Optimize sales conversation follow-ups in two easy steps
Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. -
Boost seller productivity with embedded Teams calls and conversation intelligence
In today’s business environment, efficiency is paramount for seller productivity. Sales teams must achieve more with less. Sellers are looking for tools to reduce the time-stealing work that gets in the way of engaging with customers. They need to keep focused and move from one call to the next with ease. -
New sales sequences experience improves seller productivity
The Microsoft Dynamics 365 sales accelerator helps sellers sell smartly by building a strong and prioritized pipeline, offering context, and suggesting next actions through sales sequences that expedite the sales process. We’ve made three improvements to sales accelerator that can help sellers be even more productive: Let’s examine each of these improvements in more detail. -
Email address validation improves seller conversion rates
Sellers rely on email to reach out to contacts when working on deals. The new email address validation feature in Microsoft Dynamics 365 Sales flags email addresses in your customer relationship management (CRM) system that are in the wrong format or have an expired or fictitious domain. -
Duplicate lead detection increases sellers’ productivity
To be effective, your sales team has to trust that the leads they’re getting are of good quality and that someone else isn't working on them. If your sellers are calling leads that are assigned to another salesperson—or that aren’t real—they’re wasting time. -
Customize work item cards to boost seller productivity
Customization is one of the most effective tools to ensure users are maximizing application capabilities by tailoring them to their organization or individual use cases. Microsoft Dynamics 365 Sales users love the sales accelerator experience, where they get a prioritized list of customers and an optimized workspace. -
Streamline sales actions with Dynamics 365 sales accelerator
The sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimizing the time spent searching for the best next customer to reach out to. It’s a workspace optimized with AI and suggested activities that guide sellers through customer interactions. -
Use a performance dashboard to optimize seller activities
When sellers follow a predefined set of activities from day to day, they will usually be more productive. These best practices, or sequences, guide sellers. Dynamics 365 Sales Premium recently announced a preview of the reporting capability for sequences. -
Improve seller productivity with a sales cadence
In sales, planning is everything. However, many sales reps lack a detailed plan on how to follow up with prospects. Creating a customized plan for various scenarios is the basis for a sales cadence. -
Automatically route deals to the right sellers by using segments in assignment rules
Dynamics 365 Sales helps teams succeed by enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers.