Chapter 4: The Account Manager – Project Selling
In the previous chapter, we learned how to set up Dynamics 365 CE and Project Operations. In this chapter, we will get into the selling of projects by starting with the lead to opportunity workflow. This will lead us into how to collaborate with our team members and win new business.
All good business begins with sales! Just ask around and you will get that response! Business development, customer acquisition, customer management, and client management. There are many names for the process of bringing new projects into the firm but they all have one thing in common: the client!
Sometimes called the customer, the client is the lifeblood of the firm. Clients bring in new projects. New projects ...
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