Automatic Lead Management in Dynamics 365 Sales by Ankit ShahAutomatic Lead Management in Dynamics 365 Sales by Ankit Shah
Automatic Lead Management in Dynamics 365 SalesAnkit Shah
Cover image for Automatic Lead Management in Dynamics 365 Sales
Automatic lead management in Dynamics 365 Sales

What's included

Automatic Lead Management in Dynamics 365 Sales
On new Lead creation, we can created a Process, to send an Email to Sales Team with the details of the Lead. Now based on the type of Lead (whether it is Hot, Warm or Cold), we automate the system such that respective salesperson, can take action in the system. The automation involves, creation of Tasks for the salesperson to connect with lead as soon as possible and convert it to opportunity. Along with this, we can create multiple sequences in the system, which gets attached to the lead based on its type and all the sales activities gets automatically created for a salesperson. Once the lead gets qualified, for the opportunity, we customize the business process flow with additional stages apart from the out of the box stage.
Ankit 's other services
Starting at$1,400
Duration5 days
Tags
Microsoft Dynamics 365
Software Architect
Software Consultant
Software Engineer
Service provided by
Ankit Shah Surat, India
Automatic Lead Management in Dynamics 365 SalesAnkit Shah
Starting at$1,400
Duration5 days
Tags
Microsoft Dynamics 365
Software Architect
Software Consultant
Software Engineer
Cover image for Automatic Lead Management in Dynamics 365 Sales
Automatic lead management in Dynamics 365 Sales

What's included

Automatic Lead Management in Dynamics 365 Sales
On new Lead creation, we can created a Process, to send an Email to Sales Team with the details of the Lead. Now based on the type of Lead (whether it is Hot, Warm or Cold), we automate the system such that respective salesperson, can take action in the system. The automation involves, creation of Tasks for the salesperson to connect with lead as soon as possible and convert it to opportunity. Along with this, we can create multiple sequences in the system, which gets attached to the lead based on its type and all the sales activities gets automatically created for a salesperson. Once the lead gets qualified, for the opportunity, we customize the business process flow with additional stages apart from the out of the box stage.
Ankit 's other services
$1,400