
10 Mar How to improve your sales best practices and get the most out of your sales processes
Posted at 16:02h
in Microsoft Dynamics 365
Improving sales best practice and getting the most out of your sales processes
With a few small changes to the Microsoft Dynamics CRM system, it can be configured to give you a real insight into the sales team’s pipeline and sales effectiveness.
A typical pipeline chart looks like a funnel: ‘prospecting activity’ feeds new leads into the top of the funnel, ‘sales’ then qualify the leads and a percentage of these leads come out of the funnel as a won order. This simple chart is a visual guide to a company’s sales process.

- Sales best practice is distilled – The sales process bar forces sales leaders to have a clear vision of the sales process and a clear path to sales success is mapped out.
- CRM reinforce best practice – Once the sales process is defined, sales must complete certain inputs before they move to the next stage. This is a daily reminder of the best practice.
- Promotes sales coaching – Linking the pipeline charts to the sales process bar identifies sales weaknesses and this should promote discussion and input with the sales manager.
- Generates urgency and activity – Because the CRM system introduces control in the sales process, sales management have more a more accurate view of the real state of the pipeline and can take corrective action.