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Supercharge Your Sales: How D365 Sales and MS Teams Powers Up Lead Generation and Enables Advance System Usage

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#collaboration

#customer-centricity

#efficiency

#innovation

#salesstrategy

Dynamics 365 Sales

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Sep 1, 2023

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AI Summary

  • The article discusses the challenges faced by sales teams and proposes solutions using Microsoft Dynamics 365 Sales.
  • One challenge is the accessibility of relevant information about assigned leads. The solution suggested is to use LinkedIn updates and Microsoft Teams to stay updated and facilitate collaboration with team members.
  • Another challenge is tailoring sales content and interactions based on customer preferences. The article recommends using LinkedIn Sales Navigator to enhance the system of record with LinkedIn data and insights.
  • Maximizing chances to win deals and increasing forecast accuracy is another challenge. The solution proposed is to proactively track relationship health using AI insights and prioritize work accordingly.
  • D365 Sales offers features like defining relationship KPIs and scoring, visualizing opportunities on a chart based on health and estimated close date, and providing live org chart visibility.
  • LinkedIn Sales Navigator can be used to enhance key application scenarios by connecting with the LinkedIn data graph and insights.
  • Microsoft Teams allows for focused chat, linking sales opportunities with existing chats, and seamless file sharing between Teams and Dynamics 365.
  • The article concludes by thanking Sayantan for sharing valuable insights.

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