Nurture sales from lead to order (Sales and Sales Hub)

Applies to Dynamics 365 for Customer Engagement apps version 9.x

The sales process in Dynamics 365 for Sales can help you close more sales and achieve higher customer satisfaction. You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. You also end up with a more complete history, which you can refer to later on if you plan to work with your customer again in the future, or if your customer needs support.

Your sales process begins with a lead—someone who is interested in the products or services you provide. Your leads might be automatically generated, or they might come from other sources, such as website opt-in pages, email queries, or business cards you gather at trade shows.

Qualify arrow in Dynamics 365 for Sales Great job! You've got your lead…now what? If your lead isn't already in Customer Engagement, start by creating your lead in the system.

After you've determined that your lead is interested in your solution and has the appropriate purchasing power, qualify your lead. Qualifying a lead in Customer Engagement converts it to an opportunity.
Create or edit a lead

Qualify a lead and convert it to an opportunity
Develop arrow in Dynamics 365 for Sales In this stage, you identify stakeholders, competitors, and sales team members and come up with a proposed solution. Create or edit an opportunity
Propose arrow for Dynamics 365 for Sales Now it's time to present your proposal to your potential customer. Create or edit an opportunity

Create or edit a quote
Close arrow in Dynamics 365 for Sales Did your opportunity accept or reject your proposal? Hopefully, congratulations are in order! Either way, at this stage you need to close your opportunity. This can include filling orders, preparing invoices, and sending follow-up messages, depending on how your organization handles the end game. Create or edit an order

Create or edit an invoice

Close an opportunity as won or lost

Note

Your Dynamics 365 for Sales system might look different because it was customized. This walkthrough guides you through the basic sales process, but your organization might offer further training for your system.

See Also

Overview of Sales