Dynamics 365 Sales: 1-Day Assessment

This assessment will focus on your business and assist you to better understand the wide range of techniques and tools available to the modern business to help you to manage your sales requirements, improve pipeline content and velocity, and improve win rates across your business.

Salespeople often manage sales using out-of-date tools and techniques - this doesn't optimise sales for the business, and isn't the best way to engage with prospects and clients. This assessment looks at your techniques and helps you to recognise where changes could drive the biggest benefits for you.

Morning Agenda
Discovery, USPs and Consensus 2 hours

• Understand the way your business operates
• Talk through the USPs that you have
• Understand the current priorities and challenges
• Identify the key initiatives that will support these objectives
• Start to identify and highlight initiatives to bring in the highest value in the shortest time

Afternoon Agenda
Best Practice Selling 2 hours

• Best practice contact management today for your business
• Sales Management – leads, prospects, segmentation and really understanding your customers
• Reporting - learn the art of the possible and how this can be made to fit your business
• Discuss and plan how to deliver the changes that would optimise the sales business
• Deliver an assessment together of current business state vs art of the possible