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Applies to: Dynamics 365, Dynamics 365 Customer Insights, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Sales
The Prospect to quote process is broken down into business process areas. The following sections further describe the business process areas.
Manage customer relationships
Maintain communication, and address concerns throughout the sales process. Dynamics 365 Sales provides a centralized place for tracking interactions, tasks, and activities with prospects and customers. Therefore, it helps ensure a seamless and personalized customer experience.
Learn more at Manage customer relationships.
Define sales strategy and policies
Set goals and create a plan to achieve sales objectives. With Dynamics 365 Sales, you can define and track sales targets, territories, and quotas. This way, you gain insights into your sales performance and guiding the overall sales process.
Learn more at Define a sales strategy overview.
Identify and qualify leads
Find potential customers, and assess their value. Dynamics 365 Sales provides tools for managing and qualifying leads, such as lead scoring and automated workflows. In this way, it helps ensure that your sales team focuses on the most valuable prospects.
Learn more at Identify and qualify leads overview.
Pursue opportunities
Consistently progressing qualified leads toward won deals is essential for sales success. Dynamics 365 Sales enables data-driven opportunity management to improve forecast accuracy, win rates, and deal velocity.
Learn more at Pursue opportunities overview.
Estimate and quote sales
Create and present quotes or proposals. Dynamics 365 Sales has built-in tools for creating and managing quotes. Therefore, it's easier to generate accurate and professional-looking proposals for prospects.
Learn more at Estimate and quote sales overview.
Next steps
If you want to implement Dynamics 365 solutions to assist with your Prospect to quote business processes, learn more at the following resources and steps.
- Prospect to quote introduction
- Prospect to quote end-to-end overview
- Learn about the business process catalog at About the business process catalog for Dynamics 365 apps and services
Related information
Use the following resources to learn more about the prospect to quote process in Dynamics 365.
Contributors
This article is maintained by Microsoft. It was originally written by the following contributors.
Principal author:
- Kody Wildfeuer | Senior Solution Architect, FastTrack for Dynamics 365