Best Practices for Lead Management in Dynamics 365 CRM
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Learn how to optimize your Dynamics 365 CRM processes with effective lead management strategies. Discover how to set up lead routing rules and utilize predictive lead scoring to streamline your workflow and improve efficiency.
In this recorded session, we cover:
Setting Up Lead Routing Rules: Discover how to automatically assign leads to specific users based on certain criteria. This simple routing setup ensures that the right user can take swift action without a lengthy triage process.
Predictive Lead Scoring: Find out how to set up and utilize predictive lead scoring within your CRM system to prioritize leads effectively. This minimal setup can significantly improve your lead management strategy.
Note: There are technically five different Dynamics 365 apps that serve various CRM needs, including Dynamics 365 Sales, Dynamics 365 Customer Service, and more. In some contexts, you may also see these products referred to as “Customer Engagement” or “CE” apps.
Encore Business Solutions is a trusted Microsoft Dynamics 365 Partner, serving over 800 clients across North America with ERP and CRM solutions.