Managing leads can feel like a failing juggling act. You keep in touch with most leads but fail to respond to a question one lead has about your proposal. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks.
Using Microsoft Flow to send automated reminders will help prioritize sales leads, keep them top-of-mind, and provide an overview of the sales funnel to your employees. Flow is a cloud-based workflow automation tool included in most Office 365 plans. It connects with other Office 365 and Dynamics 365 applications as well as third party services, allowing you to build custom workflows in a graphical user interface.Read More