Webinar: Enforce Best Practices with Playbooks and Process Compliance with Business Process Checklist in Dynamics 365 CRM
If you're a sales manager in an IT company, it can be challenging to maintain standard procedures while advising executives on best practices for lead nurturing and customer handling. To optimize day-to-day tasks and create a standardized process, you need to enforce best practices with playbooks while ensuring compliance with a business process checklist.
In this webinar, you'll learn how to streamline daily activities for creating a standardized process while overcoming the hurdles of people's unavailability, delayed or inappropriate team actions, poor access to important information, and non-compliance. You'll learn techniques to enforce best practices with playbooks and foster compliance with the business process checklist within Dynamics 365 CRM. This will enable you to maintain a uniformed and efficient process that guarantees better efficiency and productivity.
So, if you're looking to optimize your procedures and streamline daily operations, this webinar offers you insight and strategies to achieve that goal.
To learn more, click on the following link: Read More »
Published on:
Learn moreRelated posts
Can Dynamics 365 Sales (CRM) Be Customized?
The video in this link explores the topic of customizing Dynamics 365 Sales (formerly known as CRM). Dynamics 365 Sales is a powerful tool for...
Streamline Sales Processes with Dynamics 365 CRM
Do you want to streamline your sales processes? Look no further than Dynamics 365 CRM. Zelite guided their client, The Academy, a government-o...
Improve Your Sales Process with Dynamics 365 Sales AI
Are you looking to boost your sales revenue and streamline your sales process? Dynamics 365 Sales AI may be just the solution you need to take...
Guided selling and Process Compliance with Business Process Checklist in Dynamics 365 CRM
This video dives into how business process checklists in Dynamics 365 CRM can be used to assist in guided selling and ensure process complianc...
Building scalable sales processes with automated playbooks in Microsoft Dynamics 365 CRM!
If you're looking to scale your sales processes and take your business to the next level, automated playbooks in Microsoft Dynamics 365 CRM mi...
Create and Assign Sales Territories within Microsoft Dynamics 365 CRM - What you should know!
If you're looking to improve team cohesion, morale, and drive increased sales in your sales organization, then Territory Management might be w...
Accelerate your Sales with Dynamics 365 - 2021 Wave-2
The Dynamics 365 wave-2 release is packed with a host of new features and updates to enhance the Sales accelerator (Sales - Customer Engagemen...
Lead Management in Microsoft Dynamics 365 Sales Hub
This video tutorial provides a comprehensive guide on Lead Management within Microsoft Dynamics 365 Sales Hub. In the video, the presenter dem...
Supercharge your CRM with Microsoft Viva Sales—Now in preview
Microsoft Viva Sales is the talk of the town in the world of customer relationship management (CRM). It's designed to supercharge your CRM by ...