Transform The Way Your Team Sells Series: Missed Opportunities

CRM Blog Transform The Way Your Team Sells Series: Missed Opportunities

Picture This.

It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have time to make a pit stop to the office.

After your first meeting, you realized that you missed a call from the office and tried calling back, but there is no answer. Your first meeting took a little longer than normal, and you’re running a little behind schedule, so you check your email just to double check and no luck. Once you have finished with the second meeting you check again to see if there is anything and finally there is an email from one of your employees about a possible lead that wants to schedule up something today.

Now you are running behind schedule even more now cause the last meeting took longer than expected with a whole bunch of questions. Now, as you’re on route to your “final” meeting you try following up with this lead and no answer on the phone call and you send them a quick email right before you walk into your third meeting. The final meeting ends and as you check your email, you see that they had an opening for today but are booked until Friday and could book something then. You realize that you could be Missing Opportunities.

We are in the year 2018, the time of digital transformation and moving to the cloud; missing opportunities is not an option anymore. With the hectic life of a business owner, you need something that can help you and your company work in harmony and work more in sync. With Microsoft Dynamics 365 for Sales your team can add a lead into your system with little information and you can get a notification about the new lead.

With Microsoft Dynamics 365 for Sales, you could contact them in real-time and add any additional information or notes to the lead record. The tools and modules within the system can be customized to your business needs. Adding tasks such as a phone call, meeting or even just an email can all be documented and logged in the system for future reference. Being a business owner is a lot of work, you need something that will make the work easier for you and Microsoft Dynamics 365 for Sales is there to help you and your company stay on top of your potential future business.

Microsoft Dynamics 365 for Sales is recommended for any business owner looking to grow their company and take it to the next level. With someone like yourself, who is always on the go the Microsoft Dynamics 365 for Sales will keep up with you, and work on your schedule to help keep your business growing. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Download our Dynamics 365 for Sales Demo

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

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