{"id":4120,"date":"2019-06-03T14:39:57","date_gmt":"2019-06-03T14:39:57","guid":{"rendered":"https:\/\/linksoft.ro\/staging\/staging\/?p=2834"},"modified":"2020-01-30T15:19:52","modified_gmt":"2020-01-30T15:19:52","slug":"from-the-potential-customer-to-the-order","status":"publish","type":"post","link":"https:\/\/linksoft.ro\/staging\/from-the-potential-customer-to-the-order\/","title":{"rendered":"From the potential customer to the order"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\r\n<h5>The sales process in Dynamics 365 for Sales can help you make more sales and bring more customer satisfaction. You can achieve more consistent sales interactions by following the sales process through each step, from creating a potential customer to closing the sale. You also get to have a complete history if you plan to work again with your client in the future or if the client needs support.<\/h5>\r\n<h5><\/h5>\r\n<h5><\/h5>\r\n[\/vc_column_text][vc_column_text]\r\n\r\nThe sales process starts with a potential customer &#8211; someone who is interested in the company&#8217;s products or services. In the CRM Dynamics 365 platform customers can be generated automatically or they can come from other sources, such as selected web pages, e-mail lists or business cards collected by the sales team.\r\n\r\n[\/vc_column_text]<div class=\"steps steps-dark\"><div class=\"inner\"><div class=\"step\">\n\t<h4 class=\"step-label\">Qualification<\/h4>\n\t<div class=\"step-body\">\n\t\t<div class=\"icon-box icon-box-bg-enabled hover-fade text-center\">\n\t\t\t<span class=\"icon-box-backdrop\" style=\"background-color: #000000;\"><\/span>\n\t\t\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"444\" height=\"516\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/5.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/5.png 444w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/5-258x300.png 258w\" sizes=\"auto, (max-width: 444px) 100vw, 444px\" \/><\/div>\n\t\t\t<h3 class=\"icon-box-title\">Qualification<\/h3>\n\t\t\t<div class=\"icon-box-description\">\n\t\t\t\t<p class=\"text-gray\">Once you have determined that the potential customer is interested in your company&#039;s products or services, it can be qualified and turned into an opportunity.<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"step\">\n\t<h4 class=\"step-label\">Development<\/h4>\n\t<div class=\"step-body\">\n\t\t<div class=\"icon-box icon-box-bg-enabled hover-fade text-center\">\n\t\t\t<span class=\"icon-box-backdrop\" style=\"background-color: #000000;\"><\/span>\n\t\t\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"446\" height=\"520\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/6.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/6.png 446w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/6-257x300.png 257w\" sizes=\"auto, (max-width: 446px) 100vw, 446px\" \/><\/div>\n\t\t\t<h3 class=\"icon-box-title\">Development<\/h3>\n\t\t\t<div class=\"icon-box-description\">\n\t\t\t\t<p class=\"text-gray\">At this stage, it is essential to identify the directly interested trading participants, competitors and members of the sales team responsible for the potential transaction.<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"step\">\n\t<h4 class=\"step-label\">Offer<\/h4>\n\t<div class=\"step-body\">\n\t\t<div class=\"icon-box icon-box-bg-enabled hover-fade text-center\">\n\t\t\t<span class=\"icon-box-backdrop\" style=\"background-color: #000000;\"><\/span>\n\t\t\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"434\" height=\"510\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Serviciul-.png\" class=\"attachment-full size-full\" alt=\"Dynamics Field Service\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Serviciul-.png 434w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Serviciul--255x300.png 255w\" sizes=\"auto, (max-width: 434px) 100vw, 434px\" \/><\/div>\n\t\t\t<h3 class=\"icon-box-title\">Offer<\/h3>\n\t\t\t<div class=\"icon-box-description\">\n\t\t\t\t<p class=\"text-gray\">Now is the time to present the proposal made to the potential client.<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"step\">\n\t<h4 class=\"step-label\">Close<\/h4>\n\t<div class=\"step-body\">\n\t\t<div class=\"icon-box icon-box-bg-enabled hover-fade text-center\">\n\t\t\t<span class=\"icon-box-backdrop\" style=\"background-color: #000000;\"><\/span>\n\t\t\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"510\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Vanzari.png\" class=\"attachment-full size-full\" alt=\"Dynamics vanzari\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Vanzari.png 440w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2018\/12\/Vanzari-259x300.png 259w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/div>\n\t\t\t<h3 class=\"icon-box-title\">Close<\/h3>\n\t\t\t<div class=\"icon-box-description\">\n\t\t\t\t<p class=\"text-gray\">Has the opportunity accepted or rejected the proposal? Closing the opportunity may include completing orders, preparing invoices, or sending follow-up messages.<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div>[\/vc_column][\/vc_row]<!-- \/wp:post-content --><\/div>","protected":false},"excerpt":{"rendered":"<p class=\"post-excerpt\">[vc_row][vc_column][vc_column_text] The sales process in Dynamics 365 for Sales can help you make more sales and bring more customer satisfaction. You can achieve more consistent sales interactions by following the sales process through each step, from creating a potential customer to closing the sale. You also get to have a&#8230;\n<\/p>","protected":false},"author":11,"featured_media":4102,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[207,210],"tags":[216,219],"class_list":["post-4120","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-technology","tag-leadmanagement","tag-leadtosale"],"_links":{"self":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/posts\/4120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/comments?post=4120"}],"version-history":[{"count":0,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/posts\/4120\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/media\/4102"}],"wp:attachment":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/media?parent=4120"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/categories?post=4120"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/tags?post=4120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}