In this video, learn how to leverage the information gained in the develop stage and your product knowledge to form a team and craft a proposed solution for the customer. Tasks for this propose stage include preparing a proposal for internal review and delivering the proposal to the customer.
- [Instructor] With a thorough understanding … of your customer's needs, … you're now ready to move into the Propose phase. … During the Propose phase you will create a proposal. … If it's a larger opportunity you might need a sales team … and if so, typically you would add people to your team … and then you would create the proposal as a team effort. … The proposal for a small opportunity might simply be a quote … and I'll show you in the next movie … how to create one of those. … But typically a proposal is more than that. … Quotes answer the question of cost, … whereas proposals indicate how you can best help solve … the problem that your customer is having, … a lot more value add. … You might have a discount that is part of the proposal … or an internal review … depending on your organization's business process. … And then finally with the proposal ready to go, … and having been through whatever the review process is, … you are going to present that proposal. … This will obviously include an activity …
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: Work on the proposal