Discover the benefits of Preact's Sales Accelerator by watching how we've adapted and customised Dynamics 365 Sales to help users focus on their top sales priorities.
This base build includes the most popular phase one requests from previous clients, to cut set up time and costs, as well as our own packaged solutions to enhance capabilities!
Content timestamps:
0:00 Introduction to the Accelerator
1:00 Sales Dashboards *
3:46 Accounts entity views
4:27 Accounts record template
4:56 Lead qualifying processes
7:53 Outlook integration
8:42 Lead development processes
8:52 Quote generation and DocuSign integration
12:17 End of sales process
12:42 Preact's packaged solutions and add-ons
15:50 Additional information on the Sales Accelerator
Learn more at: [ Ссылка ]
* A Power BI Pro licence is required to enable users to access these embedded Power BI sales dashboards.
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