Video: Empowering Retail Banking: Revolutionize Sales Pipeline Building for Success

Discover how Microsoft Dynamics 365 can help you build a thriving pipeline in the retail banking industry

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Don’t let the pains of pipeline management hold you back. Watch this video and discover how Microsoft Dynamics 365 can help you build a thriving pipeline in the retail banking industry. Take control of your success.

Are you struggling to build and manage your pipeline in the retail banking industry? We understand the challenges you face. But don’t worry, we have a solution for you. Introducing Dynamics 365, a powerful tool that can transform your pipeline-building process.

In this informative video, our enterprise architect, Mike Hammons, will guide you through the steps to build a robust pipeline using Dynamics 365. Let’s take a look at the key points covered:

  • Identify and prioritize prospects: With Dynamics 365, you can create a focused list, your very own “money list.” By adding key fields like churn score and credit score, you can easily filter and analyze the data, identifying potential churn risks and high-value prospects.
  • Connect prospects to sequences: Once you’ve compiled your list, it’s time to take action. Dynamics 365 allows you to select multiple prospects and connect them to a sequence. In this example, Mike demonstrates how he builds his pipeline by focusing on the Home Equity Line of Credit (HELOC) product.
  • Streamline activities and communications: Dynamics 365 simplifies your workflow by automatically associating activities with each contact. From sending pre-built email templates to making follow-up phone calls, the tool provides a seamless experience, saving you time and effort.

Building your pipeline has never been easier. Now it’s time for you to take the next step. If you’re a retail banking business development manager, sales representative, or branch manager, this is your chance to transform your pipeline management. Start leveraging the power of Dynamics 365 today.

Your future pipeline awaits!

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