A Tour of Microsoft Dynamics 365 - Sales Hub

#microsoft365 #microsoftdynamics365 #msdynamics #saleshub #crm #crmdemo #crmmarketing In this episode, David is joined by Senior CRM Practice Manager at BDO Digital, Sean Baker. Sean gives us a high-level tour of Microsoft Dynamics 365 Sales Hub and demo’s the platform’s lead management capabilities. Watch as David and Sean explore: -The value propositions of Microsoft Dynamics. -How to navigate the Sales Hub. -The importance of tracking the digital body language or your leads and prospects. -Converting a lead to an opportunity. Get in Touch with our CRM team: https://www.bdodigital.com/services/solutions/crm?utm_medium=YouTube&utm_source=YouTube&utm_campaign=D3Methodology&utm_content=SolutionDev&utm_term=MD356-Demo-CRM-Campaign *** Timestamps *** 00:00 An Overview of Microsoft Dynamics 365 - Sales Hub 02:06: Review of Navigation in Microsoft Dynamics - Sales Hub 03:09: Review Sales Dashboard in Microsoft Dynamics - Sales Hub 03:55: Review of Activities in Microsoft Dynamics - Sales Hub 04:33: Review of My Active Accounts in Microsoft Dynamics - Sales Hub 06:36 Review of My Active Contacts in Microsoft Dynamics - Sales Hub 07:07 Review of My Open Leads in Microsoft Dynamics - Sales Hub 09:16: Review of My Open Opportunities View in Microsoft Dynamics - Sales Hub 10:04 Review of Competitors View in Microsoft Dynamics - Sales Hub 11:02 Marketing Lists in Microsoft Dynamics - Sales Hub 11:34 Cases in Microsoft Dynamics - Sales Hub 12:44 How to Create and Convert Leads in Microsoft Dynamics - Sales Hub 18:25 How to Create a New Activity on a Lead Record n Microsoft Dynamics - Sales Hub 19:37 How to Set Your Estimated Close Date on a Lead Record in Microsoft Dynamics - Sales Hub 19:52 How to Convert a Lead to Closed Won or Lost in Microsoft Dynamics - Sales Hub 20:55 Account Management in Microsoft Dynamics - Sales Hub ABOUT DEMANDGEN The Demand Generation Group at BDO Digital is an award-winning digital transformation consulting company that provides strategic guidance and hands-on marketing services to companies globally. DemandGen TV is your source for learning marketing strategies and MarTech to drive growth within your organization. We regularly talk about marketing solutions like Marketo, Pardot, HubSpot, Eloqua, Salesforce, Microsoft, DemandBase, 6Sense, ZoomInfo, Sendoso, and more. We’re committed to staying on top of the latest marketing trends and keeping you informed. Subscribe to our channel and turn on notifications so you never miss an episode! OUR SERVICES BDO Digital’s holistic model for digital transformation, the D3 Methodology, helps companies design and implement demand generation programs and build an always-on revenue engine. Need help driving growth and digital transformation in your organization? Check out our services here: https://bit.ly/3gkmIhm ADDITIONAL RESOURCES BDO Digital’s Resources Hub: https://bit.ly/2N3myz1 BDO Digital’s Blog: https://bit.ly/3cVwnt9 DemandGen Radio Podcast: https://bit.ly/3dSEhEZ Manufacturing Demand book: https://bit.ly/37zkhVw Connect with our Host, David Lewis: https://bit.ly/3amDDTq

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