Looking to streamline your sales process with a powerful CRM? This Dynamics 365 for Sales demo provides a deep dive into Microsoft’s sales automation platform, helping you optimize lead management, sales forecasting, and customer interactions.
What You’ll Learn in This Dynamics 365 for Sales Demo:
✔ How to track leads & manage sales opportunities with real-time insights
✔ AI-powered sales forecasting to identify top deals and high-priority customers
✔ Seamless Microsoft 365 integration with Outlook, Teams, and more
✔ Mobile-friendly features to access CRM data anytime, anywhere
Timestamps:
00:01:52 - Overview of Dynamics 365 Sales
00:02:59 - Navigating the User Interface
00:07:57 - AI Co-Pilot Features
00:12:00 - Dashboards and Analytics
00:16:00 - Lead and Opportunity Management
00:22:00 - Sales Accelerator Overview
Page 2 of 5
00:27:00 - Teams Voice Integration
00:33:00 - Relationship Analytics
00:36:00 - Relationship Scores & AI Predictions
00:38:45 - Kanban View for Sales Pipeline
00:42:00 - Predictive Scoring & Forecasting
00:46:00 - Managing Opportunities
00:50:00 - Quote Approval Process
01:00:00 - PandaDoc for Digital Signatures
01:10:51 - Full Sales Process Overview
01:11:12 - Other Dynamics 365 Demos Available
Why Choose Dynamics 365 for Sales?
✔Automate and optimize your sales pipeline
✔Improve customer engagement with AI-driven insights
✔Increase sales team productivity with seamless collaboration tools
Speak to a Dynamics 365 for Sales expert today:
https://calendly.com/strava-sales/dynamics-365-pricing-calc-call
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