Powerful segmentation is coming to Dynamics 365 Sales.
When you are running marketing campaigns and leads are coming more than you can handle you get the desire to segment them.
Now you can create segments and classify your leads. You can do this manually or automatically based on conditions.
From there you assign them to the right salesperson or team and even connect a sequence.
Finally, Microsoft is adding out-of-the-box sales automation.
Power Platform Advisor
Microsoft Power Platform Advisor with over 25 years of experience in IT with a focus on (marketing) automation and integration.
Helping organizations with scaling their business by automating processes on the Power Platform (Dynamics 365).
Expert in Power Platform, Dynamics 365 (Marketing & Sales) and Azure Integration Services. Giving advice and strategy consultancy.
Services:
– Strategy and tactics advise
– Automating and integrating
A daily newsletter on automation and eliminating friction
Automating Processes: Steps to Streamline Success 🔧 In today’s fast-paced business environment, process optimization is crucial for staying competitive and efficient. Here are some essential steps to ensure your processes are as smooth and effective as possible:...
Ever wished you could explain complex ideas in minutes? I just tried Loom and I'm blown away. 🎥 With just one click, I can create professional-looking tutorials in a matter of minutes. No fuss, no hassle—just hit record and share instantly. This tool is a game-changer...
The Art of Delegation: Toddler Edition For the past two months, I’ve been flying solo at home while my wife is off on a work adventure overseas. It’s just me, our 1-year-old, and our 3-year-old—and let me tell you, delegating has become my superpower. I used to help...