As an effective Sales Manager, it's often difficult to "cut to the chase" with your sales reps, and identify which opportunities are truly being "worked" and which are just being captured to fill out their pipeline (or simply neglected because they are longer-term opps).
As such, Dynamics 365 now has a new automated intelligence engine called Relationship Analytics. This engine, when combined with both CRM data and email activity and "sentiment", automatically scores each Opportunity and Account with a Relationship KPI to let you know at-a-glance which opportunities are real and have a better chance to close.
As such, Dynamics 365 now has a new automated intelligence engine called Relationship Analytics. This engine, when combined with both CRM data and email activity and "sentiment", automatically scores each Opportunity and Account with a Relationship KPI to let you know at-a-glance which opportunities are real and have a better chance to close.
It even tracks time and engagements of emails, opportunities, and more - providing you with direct insights into activity (or inactivity) across your pipeline.
Relationship Insights is one of the many new features being released in the Dynamics 365 Sprint '18 Release. There really are too many to blog about- Click Here if you'd like us to send you a copy of the entire set of release notes in PDF format.
Relationship Insights is one of the many new features being released in the Dynamics 365 Sprint '18 Release. There really are too many to blog about- Click Here if you'd like us to send you a copy of the entire set of release notes in PDF format.
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