Summary
Building sustainable relationships with your customers is the primary goal of any sales organization. You build these relationships over time by:
Gaining a client's trust through demonstrating subject matter expertise.
Meeting or exceeding their expectations.
Becoming a trusted advisor they turn to.
To build these relationships, your organization needs to have the right tools at its disposal to help build relationships over time and to understand when a relationship might be slipping. Dynamics 365 Sales Insights assists sales professionals in building these relationships. Administrators can configure the different Sales Insights components to best fit the needs of their organization.
This module explained how to set up and configure Sales Insights components, including:
Examining what features are available, based on whether you're using the free utilities or the advanced features that are included with Sales Insights licensing.
Exploring how the new Assistant studio lets you manage insight cards by controlling which cards are available to which users and how to prioritize types of cards over other cards in the application.
Explaining how you can combine Assistant studio with Power Automate to create customer insight cards based on the needs of your organization.
Reviewing the process and required technology to help you use productivity features such as Email engagement and Auto capture.
Examining how to configure connection insights features such as Relationship analytics and Talking points.
Describing how to set up and configure the predictive lead and opportunity scoring features in the application.
The next steps for you would be to gain a deeper perspective on how your users can take advantage of these features with Dynamics 365 for Sales. These steps include understanding how tools like Email engagement provide richer engagement activities. Or how you can use the predictive scoring models to identify leads and opportunities that provide the best chance for successful converting or closing.