Introduction

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Sellers who are part of high-velocity sales teams spend valuable time identifying the best customer in their customer list. Then, they navigate across multiple sources to identify who they need to engage with, when, and how.

Sales accelerator in Microsoft Dynamics 365 Sales provides sellers with a tailored experience by helping them minimize the time that they spend identifying which customer they should reach out to next. It gathers information from multiple sources so that sellers can focus on how to best approach their customers. With Sales accelerator, sellers can sell smartly by building a strong and prioritized pipeline, offering context, and showing automated recommendations throughout a sales sequence that help accelerate the sales process.

Using Sales accelerator has the following benefits:

  • Sellers can prioritize their customer list in a fast and simple way by using an intelligent work list. The work list helps sellers reach out to the next best lead or opportunity by displaying relevant sales information and customer context that's available immediately. This approach helps make every communication more successful.

  • You can use the sequence designer to create and manage your own sequences. For more information, see Create and connect sequence for yourself.

  • Sales managers can use the sequence designer to create sequences of activities that define steps to help sellers prioritize their activities for the day, be more productive, and focus on selling. For more information, see Create and manage sequences.

Customers who purchase Dynamics 365 Sales have limited Sales accelerator functionality available to them in the Sales Hub app. Their sales teams can view their work list items that have been created through the timeline for contact, opportunity, lead, and account records, in addition to performing searches, filtering, and sorting on the list. When you purchase the Sales Premium license, you'll unlock all capabilities of the Sales accelerator and then you can set up items such as sequences and segments.

Now that you've learned about Sales accelerator and what it can do for an organization, you can move on to learn about the process for setting up some different elements.