Sales

Abstract

Managing a sales pipeline can be challenging for organizations. Often, salespeople need to have the latest information regarding their customers’ interactions readily available. They need to be able to easily update the system and advance opportunities to the next stage of development, as well as provide accurate quotes and correct product estimates. This is done while providing a great service to potential customers and collaboratively working with their sales team and company to get what they need at the right time in the lifecycle. Sales is not about just pipeline management, but also the setup behind the scenes. The sales lifecycle is enhanced by the setup and use of the product catalog, which allows organizations to manage the products they sell from the front-line sales team and provide an integration point to back-office systems. This chapter will cover a deep dive into the sales lifecycle, what the product catalog is in Dynamics 365 CE, and how to set it up.