Well, what is the objective of Sales teams in an organisation?
They must focus on high-velocity selling. The sellers, who are part of these sales teams, should spend their valuable time identifying the best customer in their customer list, navigating across multiple sources, to identify who they need to engage with, when, and how.
So, what is the Sales accelerator?
To overcome this challenge, the new Sales accelerator module in Dynamics 365 Sales Insight provides a tailored experience for sellers by minimizing the time they spend on their search for the best next customer to reach out to.
The Sales accelerator gathers information from multiple sources and lets sellers focus on how to best approach their customers. It helps sellers to sell smartly, by building a strong and prioritized pipeline, offering context, and surfacing automated recommendations throughout a sales sequence that helps to speed the sales process.
By utilizing the Sales accelerator:
- Sellers can prioritize their customer list in a fast and easy way by using an intelligent worklist. The worklist helps sellers reach out to the next best lead or opportunity by displaying relevant sales information and customer context that’s available immediately, which helps make every communication more successful.
- Sales managers can use the sequence designer to configure sequences of activities that define steps to help sellers prioritize their activities for the day, be productive in their jobs, and focus on selling.
Prerequisites:
- Purchase a Dynamics 365 Sales Insights license, or start a trial to use advanced Sales Insights features.
- Enable advanced Sales Insights features. More information: Enable and configure advanced Sales Insights features
For the best experience of the Sales accelerator, enable and configure predictive lead scoring and predictive opportunity scoring.
How to Enable the preview?
The Sales accelerator is available as a preview feature in Sales Insights. You must enable the preview and accept the preview terms and conditions to use the Sales accelerator in your organization.
- Sign in to Dynamics 365 Sales Hub, and go to Change area > Sales Insights settings.
- On the site map, under Acceleration, select Sales accelerator (preview).
- On the settings page, select I agree to the preview terms and conditions to enable the preview.
- Select Get started. It will take some time to install the Sales Insight for your organisation.
After enabling, let’s Configure the Sales accelerator
- Sign in to Dynamics 365 Sales Hub, and go to Change area > Sales Insights settings.
- On the site map, under Acceleration, select Sales accelerator (preview).
- In the Content and layout section, select the Lead and Opportunity entities and their corresponding related forms, as required. The selected entity records will be displayed to sellers in the Sales Hub app, and sales managers will use the entities to configure the sequence that will be assigned to records to be displayed in the app. By default, the Lead and Opportunity entities are selected.
- In the Security roles section, select one of the following options to provide permissions to users to access the Sales Hub app.
All security roles: Use this option to give access to view the Sales Hub app to all the security roles in your organization.
Specific security roles: Use this option to specify security roles to give access to view the Sales Hub app to just a few users. Use the lookup box to add security roles. - Save and publish the configuration.
Well, this is an interesting feature and I hope everyone would like to try this feature. As it is in the Preview mode, we can expect some changes in future before release. In the next post, we will check out more about the features under this module.
Till next time, Cheers 😉
