Powerful Support to Maximize the Effects of Inside Sales and Resolve Operational Issues
Inside Sales Template for Dynamics 365
With extensive Dynamics 365 implementation experience and our own knowledge on inside sales, JBS provides training on the concept, system, and actual operation preparation for inside sales. This is a service that can be used to launch or consider reviewing inside sales.
Service Overview
We build a lead management mechanism for inside sales work in Dynamics 365 / Power BI.
We support the feasibility or preparation for actual operation of inside sales and lead management by providing the concept and training for operational procedures.
- Sophisticated Work Process That Can Be Used Immediately
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Visualize the number of leads in each phase and relieve bottlenecks
- Extensive Dashboard That Is Immediately Viewable
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Seamless data linkage between work apps and BI is possible.
- With Training That Is Easily Understandable
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Receive training and actual operation preparation as a set.
Service Flow
STEP 1: Build an Inside Sales Environment
We build an inside sales environment using packaged templates created from templates of lead process management work incorporating our knowledge.
Inside Sales Environment
- Dynamics 365 for Inside Sales
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- Reflects JBS’s knowledge of inside sales into the system.
- A highly versatile JBS original package that enables lead process management.
- Power BI KPI Dashboard
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- Create a template graph on Power BI based on KPIs that will be activity indicators for inside sales.
- Help in gaining insights such as finding activity bottlenecks.
STEP 2: Training
We provide training on the concept of inside sales and operation of Dynamics 365 from both aspects of work and systems.
Using the environment built in STEP 1, you will experience how it feels during operation.
STEP 3: Support for Actual Operation Preparation
We support the necessary work procedures to input the initial data.
※You conduct the actual work yourself,
※A separate fee is incurred if JBS does the preparatory work for you.
- Excel
How to create data - Dynamics 365
How to import data
- Inside Sales Concept Training
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Training in the form of a lecture explaining the concept of lead management, work flow, how to look at the dashboard, technical terms, etc.
- Dynamics 365 Operation Training
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Hands-on training to learn the basic operation method for Dynamics 365, how to use the lead management function, how to create activities, how to check and create the list display, etc.
Problem Solving Example
CASE 1: The sales, marketing, and planning departments are considering launching inside sales.
- They do not know the work process for inside sales.
- They want to set appropriate KPI, but don’t know where to start.
We provide training on the concept of inside sales and operation of Dynamics 365 from both aspects of work and systems.
Using the environment built in STEP 1, you experience how it feels during operation.
Before
They have set “potential customers” and the “number of leads turning into proposals” as KPIs, but the number of leads turning into proposals is not increasing or the ratio of leads turning into proposals is actually deteriorating. The manager is having problems analyzing the causes and how to launch the next action.
After
By separating potential customers into five phases, you can visualize which phase is stagnating. It makes it easier for the manager to give instructions, and also makes it clear to the call agents what their next actions should be.
Resolution
The phases until a lead become a case is defined, and the bottleneck trends are visualized as a graph.
CASE 2: We are considering a review of inside sales.
- Lead management is not being conducted appropriately.
- We are considering replacing systems.
Before
Recycles of “not buying yet, but potentially in the future.”
- Leads have a tendency to accumulate. However, quantitative management of increasing recycles is not being conducted, and by the time we learn of it, we are losing opportunities for appropriate follow-up.
- Recycles is a general term for leads still not in the consideration phase.
After
Clearly list the recycle determination date and re-activating date for recycle leads and conduct recycle processing. Visualize the distribution of the number of days recycle leads are stagnating and the distribution of recycle reasons to make them usable for formulating next actions. Automatically activate recycle leads.
Resolution
- Visualize the distributions of the stagnation situation and reasons. These will become the basis for determining the quality of call activities and quality of leads.
- By clarifying recycle leads that should be followed up on, the risk of losing business opportunities falls.
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