Controlling the Sales Process in Dynamics 365
Posted on 15th May 2017 at 21:05
With a few small changes to the Microsoft Dynamics CRM system, it can be configured to give you real insight into the sales team’s pipeline and sales effectiveness.
A typical pipeline chart looks like a funnel: prospecting activity feeds new leads into at the top of the funnel, sales then qualify the leads and a percentage of these leads come out of the funnel as a won order. This simple chart is a visual guide to a company’s sales process.
The process bar in the sales opportunity form of Microsoft Dynamics 365 can be configured to match your sales process, the real insight comes when you connect the pipeline chart to the process bar.