Edgewater Fullscope Blog

3 Manufacturing Efficiency Secrets: Lead Management and Forecasting Accuracy

Apr 27, 2017 4:00:46 AM

Secret 1 – Automate

Immediate response to leads is critical. Automating lead management maximizes efficiency and adds incredible value in lead management. It directs inquiries to the team members, whether by product specialty or geography, and notifies them in real time to prompt immediate action. Leads are also qualified more effectively by applying established best practice and business rules to ensure consistent and objective handling. Combining this with customer purchasing and quotation data, the focus of the sales team can be directed to customers and prospects with the greatest potential yield. This is essential in determining how you direct your budgets.

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How to Activate InsideView in Dynamics 365

Feb 7, 2017 11:57:49 AM

Microsoft has an OEM relationship with a company called InsideView for a version of their product that they are calling “Insights”. This feature shows up on Lead, Contact and Account record forms in Microsoft Dynamics 365.

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