Dynamics 365 Sales (CRM)
Unleash the full potential of sales force automation (SFA)
Join our upcoming webinar
December 7, 2022 | 11 am – 12 pm (PST)
Join us for a deep dive into “Sales Lifecycle, Account and Contact Management” to better interpret customer needs, increase engagement effectiveness, and close more deals.
CHUCK HARRIS
Snr. Application Consultant
JOHN HOYT
Snr. Solutions Architect
Sales Lifecycle management (Sales Accelerator)
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- Manage your day with Dashboard (Dashboard overview)
- Generate and Qualify Leads (Review a Lead and Qualify into Opportunity)
- Manage your sales pipeline with Opportunities (This will include stages, products, quoting, and closing)
Account and Contact Management
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- Stay engaged with your account with Activities (Timeline and account review)
- Gain deeper insights through related records (this would be an ERP that is integrating Orders and Invoices – outstanding balance on an account)