What is the Sales accelerator?

  • Article

Sales teams in organizations must focus on high-velocity selling. The sellers who are part of these sales teams spend valuable time identifying the best customer in their customer list, navigating across multiple sources to identify who they need to engage with, when, and how.

To overcome this challenge, the Sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimizing the time they spend on their search for the best next customer to reach out to. The Sales accelerator gathers information from multiple sources and lets sellers focus on how to best approach their customers. It helps sellers to sell smartly, by building a strong and prioritized pipeline, offering context, and surfacing automated recommendations throughout a sales sequence that helps to speed the sales process.

By default, sales accelerator is available in the Sales Hub app with limited functionalities. Sales teams can view their work list items created through timeline for contact, opportunity, lead, and account records, and can perform search, filter, and sort on the list. To experience the full capabilities of sales accelerator, contact your administrator to configure the sales accelerator workspace. More information: Enable and configure Sales accelerator.

By using the Sales accelerator:

  • Sales managers can use the sequence designer to configure sequences of activities that define steps to help sellers prioritize their activities for the day, be productive in their jobs, and focus on selling. More information: Create and manage sequences

  • Sellers can prioritize their customer list in a fast and easy way by using an intelligent work list. The work list helps sellers reach out to the next best lead or opportunity by displaying relevant sales information and customer context that's available immediately, which helps make every communication more successful. More information: Prioritize sales pipeline through work list.
    Also, you can use the sequence designer to create and manage your own sequences. More information: Create and connect sequence for yourself

Note

Sales accelerator is not supported on mobile devices, such as tablets and smartphones.

Enable and configure Sales accelerator
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