Tips, tricks and ideas for non developer geeks
Microsoft Dynamics 365 Sales Accelerator is designed to streamline and enhance the sales process by providing sellers with intelligent guidance and prioritization of customer outreach. It helps sales teams focus on the right leads, contacts, and opportunities by offering a tailored worklist that suggests the next best action based on AI-driven insights and pre-defined sales sequences.
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 ready to create your first sequence. This post is for you. We’ve got other settings and changes we can make to truly get the most from it, but I know people … Continue reading Creating A Sales Sequence In Dynamics 365
A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure your records can fall in to those sequences automatically. Doing this means your new processes and guidance for sellers can be automated without the need to manually add Leads/Contacts etc. in … Continue reading Defining Segments To Use With D365 Sales Sequences
I’ve started writing about the Sales Accelerator that can be used in Dynamics 365 in the Sales Hub (can also add to other apps with some aspects). In the first post I walked through some of the main settings to get things up and running. In this post I am looking at how to customise … Continue reading Customise The Work Item Appearance For Sales Accelerator
Ever heard of the Sales Accelerator in Dynamics 365? It’s not new, but I think it’s a lesser known part of D365, and can often be confused with what you can or can’t do in Customer Insights – Journeys. It’s a truly powerful tool, but one that needs understanding and consideration before you let your … Continue reading Improve Selling Power By Setting Up Sales Accelerator In Dynamics 365
