Sales Accelerator in Dynamics 365 CRM – Lets explore what it is!

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Microsoft in its Dynamics 365 Wave 2 release 2020, first released preview of the new feature called Sales Accelerator under Sales Insight. Sales Accelerator, available only after activating Dynamics 365 Sales Insights license, provides a customized experience to sellers by minimizing their decision-making time in choosing the next best course of action. It helped sellers to overcome multiple challenges like choosing the next best customer from the list, who, when and how they are to engage with, and more.

Enable Sales Accelerator

Sales Accelerator is available in the Sales Hub by default with limited functionalities. In this blog, learn how to enable and configure Sales Accelerator in your Dynamics 365 CRM.

Adaptive Sequences in Sales Accelerator

In Dynamics 365 2021 Release Wave 2, Sales Accelerator received many enhancements to help the sales team, one of them being Adaptive sequences. Adaptive Sequences in sales accelerator are used to define conditions for the steps in a sequence. These steps help in determining the course of action the sequence will take after the condition is met or not. Learn more about Adaptive Sequences here.

Segments in Sales Accelerator

‘Segments’ in Sales Accelerator was another new feature released in Dynamics 365 2021 Release Wave 2. With Segments in Sales Accelerator, you don’t have to do the manual task of connecting records to ‘Sequence’ one by one as you get to use an automation mechanism for the same. In this blog, explore how to create ‘Segments’ and more.

Filtering Sequences in Sales Accelerator

As you know Sequences in Sales Accelerator helps sales managers in defining consecutive actions that sellers need to follow while communicating with the connected opportunities and leads. This increases the productivity and helps in prioritizing the daily work items. But what if you have multiple sequences in your organization? How will you filter out a particular one if needed? To help with this, tags are introduced which are used as label indicators to identify the sequences and then filtered from the list of sequences. In this blog, get a detailed guide on the same.

Apart from these major features, Sales Accelerator now also has the following options to make the life of Sales Team easier!

  • Go to seller experience
  • Sales Acceleration reporting (Preview)

Get a brief guide on configuring and uses of both these features in this blog.

Have questions regarding Sales Accelerator? Contact our stellar certified team of Dynamics 365 CRM professionals and get them answered today. Check out our other guides and blog compilations like tips on model driven apps, guide on Custom APIs, tips on Canvas Apps, etc.

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