Hoping the community can give me some guidance on how to accomplish the following in Dynamics 365 Sales Hub. We are trying to set up and track a network-based outreach effort. Here are the details…
Our goal is to initiate conversations with 10 target companies (Targets), each of which has already been set up as an Account. There are 25 people at those Targets that we could get introduced to (Gatekeepers), each of whom is already a Contact. And finally, there are 8 people who could make a personal introduction to one or more Gatekeepers (Introducers), none of whom work at a Target, and each of whom is already a Contact. So the idea is that we choose which Introducers to use for each Target and Gatekeeper (there could be multiple Introducers per Gatekeeper/Target, and a single Introducer could make intros to multiple Gatekeepers/Targets), reach out to those Introducers and request a warm intro, follow up as necessary, and finally deem each effort either a success (meaning the introduction was made to the Gatekeeper, at which point we can set up an Opportunity for that Target), or a failure (meaning the Introducer said no, or I don’t know that Gatekeeper, or that Target is a bad fit for you, or went cold, etc.).
Along the way, I’d like to be able to track the status of the outreach effort. What Introducers have been selected, and who are we hoping they can introduce us to (both Gatekeeper and associated Target)? For each Gatekeeper and Target, what Introducers have we reached out to? Where is each Gatekeeper and associated Target in the outreach process (e.g., Introducer Identified; Introducer Contacted; Introduction Made; Introduction Not Made (and track the reason))? Where are our people (the contact owners) in the process for the Gatekeepers and associated Targets they must contact? What is our success rate in getting intros? How successful are individual Introducers at making introductions? Basic sales activity dashboard kinds of metrics. And of course, track any related calls/emails to the appropriate Contacts, Accounts, Campaigns, etc.
This seems like there should be an easy way to use marketing lists and one or more campaigns to accomplish this goal, but I keep running into roadblocks when playing around with test scenarios. Happy to create some custom fields, relationships, forms or views if necessary, as long as no coding is involved. Any guidance greatly appreciated!
