Sales Accelerators for Microsoft Dynamics 365 CRM are add-on solutions that provide best-practice based sales process and automation to the sales areas of Dynamics 365 CRM.
We have over 17 years of experience helping businesses evaluate, plan, implement and support Microsoft Dynamics 365 CRM. We engage with many businesses who worked with other Microsoft partners/consultants to implement CRM. Over time we realized that there was one significant factor leading to CRM project failure – business process was not incorporated into their CRM implementation.
Business process is as important if not more important than the CRM software itself however there is no pre-built, out-of-box sales process in most CRM systems including Dynamics 365 CRM. Hiring a consultant to build this needed business process into CRM is cost prohibitive in many cases.
To solve this significant challenge our team worked with several top national sales experts to build our sales accelerators. We also incorporated input from clients of all sizes and industries over several years to assure our accelerators work out-of-box for most businesses.
Best-practice based process for managing leads/prospects.
Assure every lead is responded to within 1 hour (or the time you set)
Enforce the needed 6-12 follow up activities on all Leads
Automatically schedules activities when leads have no next scheduled sales activity
Automatic alerts when Lead management requirements are not met
Visual sales process making it easy for reps to progress leads through your sales cycle
Tracks all underlying metrics enabling continuous improvement in your sales process
Assure every Sales Opportunity is being followed up on regularly
Automatic notifications when opportunities are not being followed up on
Probability automatically set based on current state of sales process
Simple but very effective forecasting will improve forecast accuracy
Visual opportunity management process to guide sellers through best-practice based process
Accountability for sales reps
Increase Win Rates
Customer Account Ranking
Account Management processes based on rank
Automatic scheduling of activities for sales
Alerts when accounts are not being properly managed
Visual account management processes to guide account managers through best practices
Improve customer satisfaction and increase sales in existing accounts
*requires Microsoft Forms Pro
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