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You may be utilizing Dynamics 365 Sales as a part of Dynamics 365 Customer Relationship Management services to automate some of your operations, but you may need to use its latest capabilities fully.
Sellers may make the most effective use of their time by prioritizing their actions across many prospects with the Dynamics 365 sales accelerator, reducing repetitive administration and speeding up the sales process.
Previously available only to Sales Premium clients, the sales accelerator is now available to D365 Sales Enterprise users starting in 2022 Release Wave 1.
Sequences are a key feature of the sales accelerator. Microsoft is continuously improving this tool, and the most recent version makes sequences more available to sellers to promote efficiency.
We’ve summarised what sequences can accomplish for you and how this latest upgrade improves the situation below.
What are Sales Sequences, and Why Do Sellers Need Them?
Sales sequences are a set of consecutive activities that guide sellers, providing a repeatable process that applies best practices.
A sequence can include steps to send an email, complete a task, schedule a phone call, etc. Between steps, adaptive branching rules can be added to automatically determine the path a sequence will take based on certain conditions.
Sellers can connect sequences to leads, opportunities, and accounts to identify the following best action and prioritize activities to reach successful outcomes.
By automating many repetitive tasks, sequences free up valuable time and notify sellers about critical tasks that need attention. This guided experience gives sellers clarity to understand which customers to reach out to next, helping them use their time effectively and win faster.
3 Dynamics 365 Sales Sequence Enhancements
As part of the 2022 Release Wave 2, sales sequences have undergone various adjustments to make them more intuitive and easier to design. Let’s check out what’s new.
Sellers Can now create their sequences.
Sequences could previously only be create by sales managers. However, because sellers are more familiar with these sales processes and their customers’ needs, they are frequently in the most excellent position to select the appropriate engagement strategy.
Sellers can now create sequences that run on leads, opportunities, contacts, and other data in the most recent update.
They can personalize sequences with their preferred communication channel and language to reflect effective tactics. It also implies that automate emails resemble a seller’s genuine voice, ensuring these messages are personalize.
New sequence creator
The new sales sequence designer has a modern UI that matches the marketing journey builder in Dynamics 365. In comparison to the old sequence designer, the new designer includes:
- A side pane to help with editing
- Improved error handling to detect and handle issues
- Exit criterion to signify the sequence’s conclusion
- All changes can be saved with a simple click.
These modifications make it easier for sellers to get start and save time by utilizing sales sequences.
Insert the ‘Next’ widget into any form.
The Up Next display emphasizes the following stage in each defined sales sequence. This widget was previously only available in the sales accelerator workspace.
The Up Next widget is include by default on lead, opportunity, contact, and account forms to make this information more visible. In addition, the widget may now be add to any Sales Hub form.
What’s Next for Sales Sequences?
Microsoft is improving Sales Sequences with A/B testing in sequences, which will be available in January 2023. This tool will allow sellers to determine the optimal technique for converting prospects by A/B testing different content and channels.
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