Closing is the culmination of the sales process. Based on feedback from the customer, your team, and other internal resources you prepare and present the final proposal and verify the decision date. In this video, learn how to complete the closing stage by thanking the customer, debriefing the opportunity, and filing the debrief.
- [Instructor] The close stage … is the last stage in the sales process. … We've qualified the lead. … We've learned everything we could … to develop a great proposal … and we've presented our proposal to the customer … and now it's decision time. … We move into the closing stage … with these types of activities. … First, based on feedback. … Perhaps my draft proposal or an internal review. … We prepare and present the final proposal. … We verify the decision date with the customer. … When will know whether or not we've won this business? … Then, depending on the closing activities … in your organization, you may be creating an order … or creating an invoice or you may simply be closing … the opportunity and marking it as won or loss … and someone else is creating the invoice. … Regardless of whether you won or lost the business, … the process by default in Dynamics … has you sending a thank you note … and filing a debrief about this particular opportunity … so that you're contributing to the lessons learned …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Complete the closing stage