The Dynamics 365 Sales process is a structured approach that guides sellers from initial lead generation to order fulfillment, ensuring consistent and effective sales interactions. This process begins with identifying leads, which can be automatically generated or sourced from various channels like website opt-ins, email inquiries, or trade shows.
The sales process consists of several key stages:
- Qualify: Create and assess the lead to determine their interest and purchasing power. Qualifying converts the lead into an opportunity within Dynamics 365 Sales.
- Develop: In this stage, the opportunity is detailed, including products or services of interest, estimated revenue, and timelines.
- Propose: Present a formal proposal to the potential customer, often in the form of a quote.
- Close: Upon agreement, convert the quote into an order, closing the associated opportunity as either won or lost.
- Fulfill: After order fulfillment, generate an invoice to bill the customer.
Each stage maps to specific sales record types and activities, ensuring a comprehensive history that can be referenced for future engagements or customer support. Dynamics 365 Sales may be customized to fit specific organizational needs, but the core process remains consistent, providing a reliable framework for managing sales lifecycles effectively.
Source: For more details, visit the Dynamics 365 Sales Process Overview.