In this video, Annie demonstrates how to build an effective sales cadence for B2B success inside Dynamics 365 Sales.
For more on how to plan the right sales cadence before implementing it in your customer relationship management system, read Annie’s blog on the Cobalt website: https://www.cobalt.net/sales-cadence-for-b2b
See why sales reps and directors love using Dynamics 365 Sales to support their outreach: https://www.cobalt.net/tour-dynamics-365-sales-in-one-hour/
Video Highlights:
00:50 The segment designer in Dynamics 365 Sales
1:33 Building a sequence in D365 Sales
1:57 Automating tasks in D365 Sales
2:33 Exit criteria in the sequence designer for Dynamics 365 Sales
3:18 Tasks and leads for business development reps and account executives
4:00 LinkedIn integration with Dynamics 365 Sales
4:18 Phone calls inside D365 Sales
4:45 Built-in Power BI dashboards in Dynamics 365 Sales
4:52 Lead conversion rate in D365 Sales dashboards
5:23 Editing sequences in D365 Sales
Video Transcript:
Your sales cadence is one of the most powerful opportunities for helping your sales reps be happier, more efficient — and effective — closers.
Today I want to look at exactly how our team at Cobalt uses some of the built-in tools in Microsoft Dynamics 365 Sales to build, monitor, and refine an effective sales cadence for B2B sales prospects.
Check out the link in the description below for my blog on the planning and particulars you should consider before building out your own sales cadence!
Before we dive in, there are two different parts to creating a sales cadence in Dynamics 365 Sales.
You will want to create a segment, which is basically a query that defines who you want to send through the cadence.
Then, you will want to connect the segment to a sequence, which is where you define what you want to communicate, how you want to communicate it, and when you want to send out those communications.
Let’s take a look.
[WALK THROUGH OVERVIEW]
We’ve explored a lot of sales cadence options for B2B software sales over the years. We also know firsthand how Dynamics 365 Sales makes the hard work as painless as possible.
We use D365’s flexible sequence builder and reporting capabilities every day to enable management to analyze outreach efforts and make quick, data-driven changes when needed.
Even better, our sales team actually likes using Dynamics 365 Sales because it makes their lives easier.
They get to spend less time doing data entry and more time actually talking to people.
We want to show you how Dynamics 365 Sales can transform your outreach efforts, just like it’s done for us.
Check out the link below to let us know you are interested in learning more.
Thanks for watching and subscribing to our YouTube channel!
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