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Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition
book

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

by Deepesh Somani
February 2019
Beginner
572 pages
10h 6m
English
Packt Publishing
Content preview from Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

The stages of the sales process

A typical sales process consists of the following stages:

  • Lead-generation: This involves generating potential customers who may be interested in the products that the organization has to offer. Leads may be generated via different means. They could either be generated by the CRM Marketing process or by activities such as phone calls, emails, appointments, and so on.
  • Qualifying leads: After the leads are captured, each lead needs to be evaluated to understand their requirements in detail and the related products or services that the organization has to offer. Based upon the interaction with the lead, the lead may be converted into a viable opportunity.
  • Demonstrate value: After an opportunity has been identified, ...
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Publisher Resources

ISBN: 9781788990226