by Kristin Caniglia | Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, sales
While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes in Dynamics 365. This blog is part 6 in our series about forgotten...
by Kristin Caniglia | Jan 31, 2022 | Dynamics 365 Sales, Dynamics 365 Sales Insights, News and Updates, sales
After a month of publishing great content about why you should enable Dynamics 365 Sales Insights in your organization, we are happy to close out the month with a surprise announcement from Microsoft that makes it even easier to get started. Microsoft recently...
by Kristin Caniglia | Jan 19, 2022 | Dynamics 365 Sales, sales
Sales Accelerator, Conversation Intelligence, and Predictive Scoring were previously only available with a Sales Premium license. Since publishing this blog, Microsoft has announced that these three features will now be available to Sales Enterprise customers. It...
by Kristin Caniglia | Jan 12, 2022 | Dynamics 365 Sales, Dynamics 365 Sales Insights, Microsoft Dynamics 365, sales
Selling to customers today is about building and maintaining relationships. Relationships are built by knowing your customers, what is important to them, and responding to them with the right communication at the right time. Dynamics 365 Sales Insights enables...
by Kristin Caniglia | Sep 20, 2021 | Dynamics 365 Sales, Dynamics 365 Sales Cycle, sales
So, what is the difference between leads and opportunities? One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity?” and then the final...
by Kristin Caniglia | Sep 14, 2021 | Dynamics 365 Sales Cycle, sales, Sales Hub
Shorten the Sales Cycle with Dynamics 365 Sales Dynamics 365 Sales can help businesses close more sales and achieve higher customer satisfaction. Dynamics 365 empowers salespeople to build strong relationships with their customers, take actions based on powerful AI...
