Microsoft sales leads

In the Details area of the Lead form, enter information about your lead's industry and preferred contact method. Nurture your leads through a marketing campaign. Get started with in-app marketing. Research leads through social media channels like LinkedIn and Twitter. Get sales Insights, powered by InsideView. Increase your marketing and sales effectiveness. Boost sales with Versium Predict applies to the Sales app only. Need a faster way to enter leads?

Try Import accounts, leads, or other data. Qualify a lead and convert it to an opportunity. Learn about the sales process, nurturing sales from lead to order. Next, Create a form in Microsoft Forms to gather that customer information - use the same fields and the same data types as in your SharePoint list.

Start with the Record form responses in SharePoint template and customize it. You'll need to know:. Finally, add an action to the flow to send an email through Outlook and Microsoft to the appropriate person for follow up.

You'll need to have the group or individual email address to which you want to send the information. Put all of your customer emails into one place so you can find them quickly, and see when you need to follow up. Create a folder for your customer in your Inbox. Set up a rule to move email from your customer to your folder.

For example, create a rule with the following conditions to automatically move emails from a particular customer to a particular folder:. Get Microsoft Training and in-person help. Table of contents. Grow your business. Our salespeople take the leads they receive from our marketing and sales system and work to convert the unknown prospective customer into a sales-qualified opportunity SQO : a customer who is ready to buy Microsoft products or services.

As a sales organization, our primary goal is to be as effective as possible in taking unknown leads and converting them to Microsoft customers—users and purchasers of our products.

We begin the process by identifying who the unknown entity is, by obtaining the name, organization, and other basic information. We then take this prospective customer and try to ascertain how likely they are to purchase Microsoft software. We do this by assessing qualifying information in a continuing process that attempts to move them from a prospect, to a lead, to an identified sales opportunity, and finally, to a sales win and customer success.

Figure 1. The commercial customer journey through the Microsoft sales process. Historically, the leads that our salespeople receive come with very little qualification. Eighty percent of our leads do not respond to an initial contact from our salespeople. A lead might have been generated by using false or incomplete information, or a customer might have no intention of purchasing products when they download a product trial.

As a result, our salespeople had to review up to 2 million leads annually to identify commercial customers who are ready to purchase a product. Our sales and marketing team knew that they needed a better way to qualify the massive amount of leads that our salespeople were processing. We wanted our salespeople to focus on selling. They were spending too much time trying to find prospective purchasers and not enough time focusing on customers who were ready to buy.

We needed a more intelligent solution. We established several goals that we wanted to achieve in improving the lead-qualification process by using AI and machine learning:. Our primary measure of success for lead conversion is the rate at which our sales team converts a lead to a sales-qualified opportunity SQO in MSX: someone ready to purchase.

Before we started using AI to qualify leads, our sales team was converting approximately 4 percent of the between 1 million and 2 million commercial leads annually into SQOs.

We wanted to improve that rate significantly. The journey into AI-driven lead qualification started before AI became part of our lead-assessment process, and it has occurred in three distinct phases:.

Figure 2. Improving our sales and marketing processes with AI-powered lead qualification. Prior to AI and machine learning, we used basic business rules that we configured in our sales and marketing system to identify incoming leads. It provided a basic scoring system to help our salespeople choose leads that might yield sales opportunities. Our conversion rate to SQO under this system was approximately 4 percent. Our first step in improving lead quality was to implement AI-assisted lead scoring.

Some premium services help guide you through crafting a profile that will lead to relationships. A lot can still be said for the connections and face-to-face relationships you make when you network offline. Go to events, speak at events, stand outside events, and do what you can to make real connections.

Dynamics What your leads are looking for. Quick and easy. Our sales colleagues need up-to-date customer information available at their fingertips—either from internal systems or social media platforms like LinkedIn. They need an intelligent tool that will make their reporting, forecasting, etc. Quality leads. Master the best.