Introduction
In Microsoft Dynamics 365 Sales, the Sales accelerator is an engagement platform that 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 that's spent on searching for the next best customer to reach out to.
Gather information from multiple sources so that sellers can focus on how to best approach their customers.
Sell smartly by building a strong and prioritized pipeline, offering context, and showing automated recommendations throughout a sales sequence that help expedite the sales process.
Sequences help enforce seller best practices through sets of consecutive activities that sellers follow during their day. Organizations can connect sequences to lead and opportunity records. For example, an organization might create a lead-nurturing sequence that's 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 life cycle. For more information, see Create conditional workflows with sequence.
You need to associate sequences with Dynamics 365 records. To do so, you can make the association manually on individual records, or you can have them associated automatically. You can use segments to assign sequences to records automatically. A segment is a collection of records that are grouped together based on certain conditions, such as location, deal value, language, or products.
Now that you know what a segment is, you can continue to learn how to create and manage them in Dynamics 365 Sales.