Converting leads to opportunities for Export

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as a sales professional you need powerful tools that help you up your game to focus on the right opportunities and close more deals Microsoft Dynamics 365 for sales let you harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline dashboards help you make sense of data and decide what to do next dynamics 365 for sales comes with several pre-built dashboards tailored for your role visuals help you focus on what's most important to meet your quota like the status of opportunities in the pipeline sales goals and active leads dashboards can also be customized to match your preferences using a point-and-click editor plus with pre-built interactive dashboards and reports in power bi and natural language QA you can combine sales data with other sources to gain insight into sales performance without needing to rely on a technical resource leads contacts and other customer records are displayed in lists that you can sort filter and search without leaving the app you can view your data in Excel spreadsheets make changes and save your data back to Dynamics 365 Dynamics 365 for sales comes with pre-made Excel templates for generating reports so you can manage active opportunities in the pipeline and forecast sales you can also create your own templates and share your customized analysis with other people in your organization as you work on an opportunity the business process bar at the top of the screen gives you a visual way to see what your next steps are it also tells you what info you still need to gather as you qualify and develop the deal put together a proposal and add discounts [Music] using Skype for business you can make sales calls host online meetings and send instant messages with your team from anywhere using a phone tablet or computer without the need for a traditional phone system connect with your leads take notes and create tasks that automatically become a part of the communication history all in a single click OneNote is a note-taking app that lets you gather your notes drawings screen clippings and audio recordings related to a Sales Lead all in one place let's say you need to reach out to someone who may know this lead to help with an introduction it's easy to add key stakeholders who can help you win the deal when it's time to pull the numbers together for a proposal or price quote collaborate with your team on the document until it's ready to send and when you've got the deal locked market closed as one on the command bar and you'll be on your way to meeting quota thanks to Microsoft Dynamics 365 for sales you can bring your a-game every day with a simple tool designed to help you manage your leads and close more deals you