In this blog, we will review how a Sales Accelerator helps a sales team by Minimizing the time spent searching for the next best customer to reach out to, Gathering information from multiple sources, and letting sellers focus on how to approach their customers best.
Sales Accelerator is a feature from Dynamics 365 CE that enables the sales team to provide the correct information at the right time. It has the following few key areas to help the team.
Features
- All Activities / To-Do List
- Up next (Sequence) / Select the Sequence
- Scoring (Lead or Opportunity)
- Relationship Health
- Timeline
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All Activities
As a seller, you often need to manage multiple tasks and records simultaneously, making planning and prioritizing your customer-facing activities challenging. The work list in the Dynamics 365 Sales Insights sales accelerator helps you prioritize your time and effort, ensuring that vital records are not overlooked.
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Up next (Sequence) / Select the Sequence
Create sequences to automate your workflow by defining activities like sending an email, calling the customer, and setting wait times. This allows you to personalize communication when reaching out to prospects.
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Scoring (Lead or Opportunity)
Using lead and opportunity scoring in D365 CE helps our sales team streamline processes, make informed decisions, and drive higher conversion rates and revenue.
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Relationship Health
Relationship analytics leverages the activity history between a seller and a contact or account to calculate KPIs based on their interactions. These KPIs are available at various levels: contact, account, opportunity, and lead. The graphical display of these KPIs helps you quickly identify relationships that need nurturing and pinpoint the KPIs that need improvement.
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Timeline
It provides a comprehensive view of all interactions and activities related to a specific record, such as a lead, opportunity, or account. This feature helps sales teams keep track of their engagement history with customers and prospects.
Summary
The Dynamics 365 Customer Engagement (D365 CE) Sales Accelerator streamlines the sales process by prioritizing customer interactions and automating repetitive tasks. It helps sales teams focus on high-value activities by providing a structured work list that includes sending emails, making calls, and setting follow-ups. This tool enhances productivity, ensures no important leads are overlooked, and improves overall sales efficiency.
Happy Learning and Reach me if any questions