What is my team doing today? What am I doing today? Have I dropped the ball on anything this week? Am I connecting with my customers at the right time with the right information? These are all questions that sales professionals often ask themselves. However, many times, the answer to these questions are unknown or a “best guess.” Whether you are the CEO, Vice President of Sales, a Sales Director/Manager, or a Sales Professional, you need to stay on top of opportunities before they slip through the cracks. With Microsoft Dynamics 365 for Sales, you will be able to answer these questions, and many more.
Dynamics 365 is a powerful tool that helps set you up for successful customer interactions. Below are 4 areas you will want to review in Dynamics 365 before engaging with your customer, to make the most of your conversation and come prepared.
The Activity tab within Opportunities integrates with Microsoft Exchange, allowing you to view unopened emails which may pertain to the open opportunities. Respond to these emails directly from D365 and “track” them, which automatically shares them with your internal team members.
With a D365 solution from Alithya Fullscope, each Account has a corrective plan with SWOT (strengths, weaknesses, opportunities, and threats) analysis. Review this corrective plan for the account before your meeting to determine what steps you need to take to correct the course for the account.
4. Create a Call Sheet
Once you’ve performed any necessary updates to the account, simply open a call sheet within D365 and export it to Microsoft Word or .pdf. This call sheet summarizes the account information for your meeting. Email this to attendees prior to the meeting and have a version for internal employees only. It can also be uploaded to SharePoint, along with proposals and other documents, so that internal employees can review and edit the document.
Cheers to better customer engagements!
Watch this one hour webcast as is walks you through the day in the life of a sales team using Microsoft Dynamics 365 for Sales. It will highlight how to answer these key questions like: What is my team doing today?What am I doing today? Are we pacing towards hitting our goals this month, quarter, fiscal year? Have I dropped the ball on anything this week?