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. Read more
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: Sellers can now build their own sales sequencesWe’ve made Read more
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. Read more
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. Read more
This year at Microsoft Ignite, we are showcasing new AI, automation, and collaborative solutions that help your business be more efficient, engage better across teams and departments, and deliver more breakthrough customer experiences. Read more
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. Read more
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. Read more
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. Read more
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. Read more
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. Read more
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules. Read more
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules. Read more