Busy sales account managers prioritize their activities by mining information from their accounts. But manually making sense of all that unstructured data is tedious and can lead to erroneous assumptions. They can end up focusing on the wrong activities, which results in a lower impact on business outcomes.
Sellers rely on email to reach out to contacts when working on deals. The new email address validation feature in Microsoft Dynamics 365 Sales flags email addresses in your customer relationship management (CRM) system that are in the wrong format or have an expired or fictitious domain.
To be effective, your sales team has to trust that the leads they’re getting are of good quality and that someone else isn’t working on them. If your sellers are calling leads that are assigned to another salesperson—or that aren’t real—they’re wasting time.
When sellers follow a predefined set of activities from day to day, they will usually be more productive. These best practices, or sequences, guide sellers. Dynamics 365 Sales Premium recently announced a preview of the reporting capability for sequences.
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules.