5 Ways to Improve your Sales Process with Microsoft Dynamics CRM

5 Ways to Improve your Sales Process with Microsoft Dynamics CRM

I am always looking at CRM technology and asking myself "How would that feature actually help somebody improve the way they sell, market or service their customers?"

Microsoft Dynamics CRM has a very powerful workflow engine. So, I wanted to translate how I see this part of the solution really helping your sales team be more productive.

I put together the following VIDEO overview of the "5 Ways to Improve Your Sales Process with Microsoft Dynamics CRM" that is based on the following 5 sales scenarios:

I am always looking at CRM technology and asking myself "How would that feature actually help somebody improve the way they sell, market or service their customers?"

Microsoft Dynamics CRM has a very powerful workflow engine. So, I wanted to translate how I see this part of the solution really helping your sales team be more productive.

I put together the following VIDEO overview of the "5 Ways to Improve Your Sales Process with Microsoft Dynamics CRM" that is based on the following 5 sales scenarios:

  • Notify the VP of Sales of any new deals that are created in CRM that are over $100K. You could easily expand on this capability to only notify the VP if the deal makes it to the proposal stage or only for deals with Strategic Accounts.

     


     

  • Taking Action when there is "No Action" – This question comes up all the time. "How do we stay on top of our pipeline?" In this scenario we are reminding the Sales Rep if they haven't touched an opportunity for at least 7 days. You could easily expand this capability to have an email go out to the prospect every 7 days asking to get on their calendar if the opportunity has been flagged as stalled.


     

  • Update
    the probability of the deal winning based on the sales stage to keep the sales forecast consistent. You could easily expand on this capability to update the Account from Prospect to Customer after you win an opportunity.

 


  • Decisions – In this scenario we are going to do something different depending on whether we win or lose a deal. If we win, we are going to send out a win report. If we lose, we are going to set up a follow up for the Sales Rep.

     


     

  • Create a Renewal Opportunity automatically for 12 months out when you win a deal. You could easily expand on this capability and create any new record in CRM like a call report, project or start a retention plan for this new business.

            

 

Watch the video now that gives a demonstration of the "5 Ways to Improve Your Sales Process with Microsoft Dynamics CRM". Now that you can see at least 1 example of using notifications, updates, "No Action", create and decisions, how could you use CRM workflows to more tightly manage your business?

 

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