Are you tired of struggling with pipeline management? Don't let it hinder your progress. Discover how Microsoft Dynamics 365 can empower you to build a thriving pipeline in the retail banking industry. It's time to take control of your success and unlock your true potential. Watch the video now!
Unlock your retail banking pipeline's potential with Microsoft Dynamics 365. Say goodbye to the pains of pipeline management and embrace a thriving future. Join enterprise architect Mike Hammons in this video as he reveals how Dynamics 365 transforms your pipeline-building process.
Key points covered:
- Identify and prioritize prospects: Create a focused "money list" using churn score and credit score, enabling precise filtering and identification of high-value prospects.
- Connect prospects to sequences: Take action by connecting multiple prospects to sequences. See how Mike builds his pipeline, focusing on the Home Equity Line of Credit (HELOC) product.
- Streamline activities and communications: Automate workflows and effortlessly associate activities with contacts. Save time and effort with pre-built email templates and follow-up phone calls.
Take control of your success. Whether you're a business development manager, sales representative, or branch manager, Dynamics 365 empowers you to transform pipeline management.
Your future pipeline awaits!