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Salespeople often manage sales using out-of-date tools and techniques - this doesn't optimise sales for the business, and isn't the best way to engage with prospects and clients.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

Dynamics 365 Sales: 1-Day Assessment

Columbus Global UK

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