Do your users complain that they don't want to create an opportunity every time that they qualify a lead for in Dynamics 365 for Sales? Yea, I thought so!
Here are a few common scenarios we run into:
You're stuck having to delete opportunities, or keep unconverted leads that really shouldn't be leads.
If you're looking for some DIY (do it yourself) options for better lead conversion, you can check out this blog on 6 ways to convert and qualify leads in Dynamics 365.
But if you're looking for a more robust solution that you can quickly install and improve user productivity, we've just rolled one out!
Like what you see? Contact C5 Insight for more information.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.