Sales Pipeline Management in Dynamics 365 Sales

See how sales pipeline management can get much simpler and more effective for your sales team in this overview video of Dynamics 365 Sales and the Deal Manager.

Here is what small and medium sales teams value most about Dynamics 365 Sales:
https://www.cobalt.net/d365-sales/

Video Highlights:

:58 Dynamics 365 Sales foundational view
1:40 Dynamics 365 Sales Deal Manager overview
2:30 Adding notes in Deal Manager
2:56 AI notes functionality in Deal Manager
3:15 Creating tasks inside Deal Manager
4:00 Activities tab in Deal Manager
4:15 How to send emails from within Deal Manager
4:32 Sales Director view in Dynamics 365 Sales

See how Dynamics 365 Sales, D365 Marketing, and more can make a difference for your team:
https://www.cobalt.net/dynamics-365-p...

Learn more about Dynamics 365 for Small Business Success:
https://www.cobalt.net/microsoft-dyna...

Power Automate Workflow Walkthroughs:

Automating the Approval Process
https://www.cobalt.net/automating-the...

Let Power Automate Do the Work
https://www.cobalt.net/letting-power-...

How to Shorten Your Sales Cycle (Sales Accelerator in D365 Sales):
   • How to Shorten Your Sales Cycle  

Boost Your Customer Engagement Strategy (Customer Voice + D365 Marketing):
   • Customer Engagement Strategy: Using C...  

Partial Video Transcript:

Sales pipeline management is only getting more and more nuanced and complicated.

AI suggestions, automated emails, and phone calls can help make you more effective and efficient, but how will you know when it’s the perfect time to give a prospect more personalized attention?

Can you still use automated tools once they start asking specific questions about whatever you’re selling?

Today I’m going to show you exactly how some of the tools in Dynamics 365 Sales can help your account executives stay organized, focused, and effective in their sales pipeline management.

[Cobalt intro animation]

Every day your account executives face the same critical question: which opps take priority?

There is so much going on with so many different opportunities, it can be really easy for account executives to spend time on the wrong things. And of course, a couple of hours could make or break a deal if an opportunity is anxious to close.

[Deal Manager Overview Walkthrough]

Dynamics 365 Sales and the Deal Manager can help your team consistently stay on top of your sales pipeline management with confidence and a lot less effort. Our team at Cobalt has built one of the most focused overviews of exactly how it can make a difference for small and medium sized sales teams. Check out the link below and don’t forget to subscribe here for more content like this sales pipeline management tutorial.