Improve Sales process efficiency using sequence insights

Sequences in Dynamics 365 Sales is a valuable sales engagement tool for businesses looking to drive efficiency via standardized sales processes. When sellers engage with sequences, it’s important to understand if they are supporting the process effectively. This is where sequence insights come into play.

Sequence insights provide data on the performance of sequences and their steps. Businesses can use sequence insights to review and analyze the effectiveness of their current sequences by identifying bottlenecks, and take corrective measures. Also, they can update the wait times and steps to ensure that the overall process is efficient and working as intended.

Additionally, sequence insights can help businesses identify best practices that are working well across the sales team. By analyzing data on successful sales sequences, businesses can identify common patterns and strategies that are driving success.

Reporting and insights are available at two levels:

• Sequence level analytics that provide aggregate data for the entire sequence.

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