Summary
As you've learned, Microsoft Dynamics 365 Sales helps organizations better identify qualified buyers and manage sales leads by providing a wide range of lead management options. Whether you need more efficient ways for sales or marketing staff to create leads, or better management of the lead qualification lifecycle, the lead management tools in Microsoft Dynamics 365 can help throughout the whole sales process.
We looked at several of the main features that Dynamics 365 provides for lead management. Here are some examples:
The different options that are available for creating leads. For example, sales staff can create leads manually, activity records like emails can be converted to leads, or a list of lead records that the organization bought can be imported into the system in bulk.
The elements of Dynamics 365 to easily identify and manage leads. For example, interactive dashboards can be used to filter and organize data, and business process flows (BPFs) and supporting activities can guide sales staff through the lead qualification process.
The lead qualification process that lets you disqualify leads that aren't a good fit, reactivate leads that must be reconsidered, or qualify leads that are a good fit and advance them to the next phase of the sales process.
Copilot helps sellers be more productive by providing important information related to their leads.
From here, the next steps are to learn how you can use Dynamics 365 to manage opportunities and provide accurate sales pipeline forecasting by adding existing products directly to an opportunity record.