MICROSOFT DYNAMICS 365 CRM SALES PROCESS

Microsoft Dynamics 365 CRM sales process aims to generate potential sales opportunities and nurture leads for businesses. It is designed to support the sales process from acquiring a new lead through the close of a sale and to generate accurate sales forecasting. By automating and optimizing several stages, it helps streamline the sales process while improving the rate of closure. It also helps track and measure every sales activity and understand every number and component of the sales funnel in order to grow income. Using Microsoft Dynamics 365 CRM sales process, you can zero-in on the right leads.

(more…)

Continue ReadingMICROSOFT DYNAMICS 365 CRM SALES PROCESS

HOW TO SETUP SLA ESCALATIONS IN DYNAMICS 365?

In an ideal world, it would be great to not have any escalations at all. Escalations can crop up due to a bunch of reasons like miscommunication with agents, technical delays, missed service level agreements (SLAs), and more. And managers must be at the forefront to pacify customers in such situations. It is, therefore, essential to set up the right processes and mechanisms to effectively manage escalations and prevent them from getting in the way of a good customer experience. 

(more…)

Continue ReadingHOW TO SETUP SLA ESCALATIONS IN DYNAMICS 365?