Describe Sales Accelerator
When working with customers, it’s important that sellers always have the best information and most current information available to them. Additionally, they need the details related to who they should target and having tools accessible that help ensure they're always moving customer deals forward.
The Sales Accelerator in Dynamics 365 provides sellers with a tailored experience that helps them minimize the time they spend identifying which customer they should reach out to next. It gathers information from multiple sources and presents it in a way that lets sellers focus on how to best approach their customers.
In Dynamics 365 Sales, the Sales Accelerator helps a sales team understand customers' needs and respond in the following ways:
Engage with customers by using multiple channels within one workspace.
Minimize the time spent on searching for the next best customer to reach out to.
Gather information from multiple sources and let sellers focus on how to best approach their customers.
Sell smartly by:
building a strong and prioritized pipeline
offering context
surfacing automated recommendations throughout a sales sequence
One of the primary elements in the Sales Accelerator is the work list. The worklist provides sellers with activities they need to focus on and AI-based recommendations that could favorably affect the sales outcomes. Work list items are presented in a prioritized view aggregated by record to provide a holistic view of the tasks that sellers should focus on which helps to improve their customer engagement.
Another key component of the Sales Accelerator is sequences. Sequences help enforce seller best practices through sets of consecutive activities they follow during their day. Organizations can connect sequences to lead and opportunity records. For example, an organization might create a lead nurturing sequence that is assigned to different leads. The sequence might include multiple activities such as phone calls, activities, and meetings that the seller needs to follow as the lead moves through the sale lifecycle.
Since it is not uncommon for a record to fall under multiple categories, a single record can have multiple sequences that run in parallel of each other. This ensures that all the tasks that need to be done for that record are being done, regardless of the sequence being used.
You can learn more about sequences in Dynamics 365 here: Sequences
Once your sequences are being used, use sequence analytics to monitor a sequence’s overall progress and effectiveness. This helps organizations to:
Monitor the inflow and outflow of every step to identify ways to improve the steps for better sales outcomes and sequence performance.
Drill down details to help identify changes to drive efficiency and effectiveness.
Identify deviations from the process to find areas to focus on.
SMS messages
More business communication is happening through SMS messages. SMS messages provide a simple and effective way to communicate with customers. In Dynamics 365 Sales, you can enable the ability to send and receive SMS messages from customers through the text message feature. Not only will sellers be able to interact with customers by SMS, but they'll also be able to refer to past communication in context without needing to leave the application or losing their view of their customers' details.
