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Find ideas for improving the way leads, opportunities and pipelines are managed, from initial interest through to a successful sale. Subjects include Dynamics 365 Sales, HubSpot Sales Hub, lead qualification, scoring and assignment, opportunity management, forecasting, sales automation and the technology that helps sales teams focus on the right work.
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Disconnect From Sales Sequence Via Customer Insights Trigger
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed another post from me about how to add someone to…
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Add To A Sales Sequence Via Customer Insights Trigger
For anyone using the Sales Accelerator functionality AND Customer Insights Journeys, you may have a need to add Contacts or Leads to a sequence…
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Using Predictive Models for Lead & Opportunity Scoring
If you are a Customer Insights – Journeys user, this is not to be confused with Lead Scoring, but it could be something used…
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Enabling & Understanding Sales Sequence Reporting In Dynamics 365
If you’ve been using sequences, one of the things that is going to be useful is the sequence reporting, an out of the box…
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Adding Sales Accelerator Items To A Model-driven App
The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app…
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Add Sales Sequence Information To A D365 View
Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list…
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Add Sales Sequence ‘Up Next’ Section To D365 Form
All of the posts in this series about Sales Accelerator and Sales Sequences have focused on the Sales Hub app so far. That’s great…
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Creating Sales Sequence Tags in Dynamics 365
As you start to use the Sales Sequence functionality in the D365 Sales Accelerator, you might find you have a lot of information that…
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Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365
Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work…
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Creating Dynamics 365 Sales Assignment Rules
Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to…
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Work Assignment Settings For Sales Accelerator Assignment Rules
Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based…
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Creating A Sales Sequence In Dynamics 365
If you’ve set up the Sales Accelerator in Dynamics 365 (with all the right settings and customised your work item appearance), you might be…
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