Customer engagement is about more than touchpoints. For sales organization to be successful, it requires creating meaningful connections, building relationships, and nurturing the relationships to establish trust. To build these relationships, sales professionals need robust and up-to-the-moment customer insights as well as the ability to collaborate effectively to deliver customer commitments.
Dynamics 365 for Sales and Microsoft Relationship enable sales reps to build deeper customer connections at scale using the power of Dynamics 365, LinkedIn, and Office 365. Sales professionals receive recommended content in addition to activities and notes through the sales playbook when working on an opportunity, helping to ensure they are using the right content for the right context.
The configure-price-quote capability enables sales professionals to efficiently put together the right product solution and quote the solution to customers. The ability to do simple forecasting will help in situations where external checks and adjustments need to be accounted for.