Anna, a remote sales rep, spends her day
managing a large number of leads and
opportunities. In the past,
she had to use multiple tools. With Sales
Accelerator in Dynamics 365, Anna
can manage her key activities
in one place more efficiently.
Anna starts her day from the new work
list using Sales Accelerator which is
automatically organized and
prioritized her tasks across leads and
opportunities.
Opening her work list, Anna
sees a consolidated list
of her customers that have
been prioritized by AI and Insights.
Instead of searching for what to work on,
she can now focus on engaging with
customers in the right way with the right
message at the right time. Anna has an
upcoming call scheduled with a customer, Charlie.
Beforehand, she quickly reviews
his information, which is consolidated
from various AI services and data points.
She learns that Charlie has a high lead
score based on key indicators that are
updated in real time and also sees that
he has read the email that was sent to
him. Anna is now well informed about
the customer and ready to make contact.
She follows the suggested steps in
sequence that have been successful when
engaging with customers like Charlie.
Anna initiates the call using the new
dialer experience from Dynamics 365.
Once she ends the call, Anna takes a
quick note about the call disposition,
which will be recorded in the timeline.
The call is now complete and Anna can
move on to the next customer in her queue.
For the next customer,
Jane, Anna sees it's time to send an
email follow-up. With a single click,
the email is auto-populated with the
right template and Anna sends the necessary
follow-up. The assigned task
for Jane is done for the day.
Anna sees that the next task is due
in three days and knows that it will
automatically be prioritized in
her work list at the right time.
Anna loves the power of the new Sales
Accelerator for digital selling.
It lets her spend more time talking
to customers and less time hunting for
information across tools.
At the end of the day,
she feels good about having helped
as many customers as possible.
