Boost your productivity with personal sequences in Dynamics 365 Sales

In the latest release of Dynamics 365 Sales, we are taking further steps to empowering sellers, by allowing them to build their own sales sequences.

Before now, sales managers enforced best practices by defining a set of consecutive activities for their sellers to follow throughout their workday.

Managers could connect these sequences to leads and opportunities that appeared in the sellers’ work queue in the Sales Accelerator workspace. Sales sequences helped sellers prioritize their activities and focus on selling to be more productive and to better align to business processes.

Now, we’re empowering sellers to build their own sequences.

Often sellers are in a better position to decide the best engagement strategy to follow with a prospect. Now they can create sequences for themselves and connect them to records. They can also personalize a sequence with their own language and steps.

Example

Let’s look at an example, in which the seller Tyler Stein, who has the security role of Salesperson, will want to boost his productivity with an automated sales sequence encompassing the steps he has always taken (up until now manual steps mind you) when he receives a request for a product demo.

As mentioned above Tyler is now enabled to create his own sequences, not having to rely on his sales manager to create them for him.

First, he navigates to Sales > Personal Settings > Email templates to set up the emails his sequence will send. The first email template is for an automated mail that will be sent the moment the sequence is connected to a new opportunity (see later)

Still in Personal Settings, he navigates to Sequences and clicks New sequence to display the Create a sequence dialog

In the Create a sequence dialog he decides to use the template for ‘Meeting for product request’ since it contains the steps he usually takes (send mail, research, send meeting invite etc)

He adds his email templates to the steps

When the sequence is configured, saved, and activated, Tyler can go ahead and add it to his opportunities

The moment the sequence is added to an opportunity the automated mail is sent, and the sequence moves to step two, a LinkedIn research task

Tyler can open the contact card and verify the email was sent to the contact

He can expand the email record in the timeline, and verify it is related to the opportunity as expected

He can navigate to the opportunity and enjoy the fact that the opportunity form now displays the Up next widget, allowing him to easily see what the next step in the sequence is for this opportunity

So now Tyler and his fellow sellers are empowered to create their own sequences and increase their productivity.

See also

• New sales sequences experience improves seller productivity – link