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The prospect to quote process broken down into business process areas

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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.

Define sales strategy

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.

Run marketing campaigns

Use marketing campaigns to attract potential customers. Dynamics 365 Sales can integrate with Dynamics 365 Marketing to help you create, manage, and track campaigns. Ultimately, campaigns drive lead generation for the prospect-to-quote process.

Learn more at Run marketing campaigns 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.

Manage project opportunities

This business process area involves identifying, sizing, and evaluating potential project opportunities. It also covers determining which projects to pursue, based on their alignment with organizational goals and objectives. In addition, it includes conducting feasibility studies, assessing project risks, and developing business cases to justify project investments.

Learn more at Manage project opportunities overview.

Pursue opportunities

Engage with prospects, and create tailored solutions. Dynamics 365 Sales enables you to manage opportunities, track communications, and collaborate with your team on the development of customized solutions to address prospect needs.

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.

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.

Next steps

If you want to implement Dynamics 365 solutions to assist with your order to cash business processes, learn more at the following resources and steps.

  1. Prospect to quote introduction

  2. Prospect to quote end-to-end overview

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