Project Description
At Consulting Services 365, we implemented a tailored solution using Microsoft Dynamics 365 Sales Accelerator to streamline and enhance the lead management process for our client. By leveraging the Sequence feature, we automated key stages of the sales journey, ensuring structured and consistent follow-ups for new leads.
Key Features
Custom Sales Sequence for New Leads
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A dedicated sequence was designed to initiate engagement with potential customers.
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Upon receiving a new lead, the system automatically created a call task for the sales team, prompting them to make the first outreach.
Automated Email Follow-Up
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Based on the outcome of the call, the system generated and sent personalized follow-up emails to the lead.
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This ensured timely and consistent communication, regardless of the call result.
Unanswered Call Workflow:
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If the initial call was not answered, the sequence included a pre-defined waiting period.
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After the waiting period, the sequence resumed with another call task, followed by an email if necessary, maintaining an efficient follow-up loop.
Structured Sales Journey Automation
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The sequence feature automated key stages of the sales journey, ensuring structured and consistent follow-ups for new leads.
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Integration with Dynamics 365 Sales Accelerator provided comprehensive lead management capabilities.
Project Description
Category: Employees
Date: Feb 2024
Technologies Used
Sales Sequence
Lead Management
Process Automation
Dynamics 365 Sales Accelerator
Call and Email Tasks
Project Results
75% Lead Response Rate
85% Follow-up Consistency
Reduction in manual follow-up tasks
Sales team adoption rate of the new automated sequence workflow