From the course: Learning Microsoft Dynamics 365: The Basics
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The relationship management process - Dynamics 365 Tutorial
From the course: Learning Microsoft Dynamics 365: The Basics
The relationship management process
- [Narrator] In the world of sales, relationships are everything. The stronger your connections, the better your results, but managing customer interactions, follow-ups, and engagement across multiple deals can get overwhelming. With powerful relationship management tools, you can track interactions, nurture relationships, and stay ahead of customer needs with ease. Let's explore how to manage customer relationships effectively in Dynamics 365. Customer relationships are managed inside the accounts and the contacts. Let's look at our accounts. I've recently been assigned a new account, which is Trey Research. Trey Research is a big account for us. We have over $300,000 in annual revenue coming from them, and 20 employees. Getting up to speed on an account can be key to nurturing a good relationship with your clients. In the summary tab, I can see the account information and also the timeline. Let's imagine that this account has been handed off to me because somebody left the company…
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