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Organizing Org Charts in 09电竞官网 Sales
Staying on top of your accounts and managing them well in 09电竞官网 Customer Engagement (CE) is paramount to being a successful Sales organization. “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts. A very useful feature in…
Read MoreLet’s Talk Power Rollup (Automate)
Sounds like a snack food (fruit roll-ups 365), although, I don’t think you would want to try to eat this. All joking aside, we recently had a client ask us for a feature enhancement to their 09电竞官网 Sales opportunities and quotes to allow freight charges additionally at the opportunity and quote product line level. …
Read More“Board” with 09电竞官网 Sales views? Kanban to the rescue!
One of the newer and more interesting control features being offered in 09电竞官网 Sales is something that will be familiar to Agile followers. A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…
Read MoreIntro to 09电竞官网 Sales
The title says it all. This blog post is a high level overview of the 09电竞官网 Sales product. We will run through the most frequently utilized concepts that users interact with on a regular basis. Let’s get the journey started … Dashboard There are three main options the data can be visualized in the…
Read More09电竞官网 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In 09电竞官网 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read More09电竞官网 Sales 101
With the evolution of Microsoft Dynamics CRM to 09电竞官网 , multiple products have emerged that make up the new CRM solution. One of the main components of this is 09电竞官网 for Sales. We recently hosted a four-part webinar series with the D365 Customer Engagement User Group that dives into the capabilities of the Sales…
Read More09电竞官网 Sales Insights – Will it Work?
If you are one of those organizations who has a healthy CRM solution where all your sales people are fully-engaged with it, adding clean records, and gaining real value from it; then this blog post is NOT for you. For the rest of you, those who’s 09电竞官网 /CRM solution may be struggling for various reasons,…
Read More09电竞官网 Sales Part 4: Managing Sales Quotes (Video Demo)
Most sales begin with an opportunity, which then inevitably becomes a Sales Quote. In this webinar we review all things Sales Quotes. In the last webinar of the 09电竞官网 Sales series, we discussed how Sales Quotes are managed in the system. The following processes were demonstrated: Create Quote Create Quote from Opportunity Quote Products…
Read More09电竞官网 Customer Engagement – Phone Call Tagging…You’re It!
One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity. One of the most common activities in 09电竞官网 is the phone call. While the phone call activity does provide a subject field, this field…
Read More09电竞官网 Sales Part 3: A Video Demonstration of Organizational Charts
In 09电竞官网 Sales, customers can use Organizational Charts to build a hierarchy from existing accounts and contacts – allowing for customization of said contact information. The live organizational chart lets salespeople maintain external graphics for their accounts, which allocates for a widespread access of sources. The org chart also provides easy admission to an…
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