What sales executives need from a CRM solution to improve their performance ?
- Granular reporting and accurate sales forecasting
- Reliable file sharing (NDAs, quotes, contracts etc)
- Quick communication with internal stakeholders (presales , legal etc)
- Predefined steps and approval processes
Is it possible to create such a solution by combining D365 , Teams, Sharepoint and Power BI ? Yes !
Can I see how it works? Sure, join my session!
Dynamics 365 for Sales Consultant