Business Process Flowchart Tutorial

In this overview video, we'll cover how to build your own business process flowchart.
Connect with Cobalt's team for a quick intro call or to talk about business process flows, sales automation, or finding a right-fit CRM for your team:
www.cobalt.net...
Check out my blog on how to build your own Business Process Flowchart:
www.cobalt.net...
Video Highlights:
1:03 Business process flowchart built into Dynamics 365 Sales
1:55 Benefits for onboarding new employees
2:10 Defining stages in your business process flowchart
2:29 Using business process flows to improve data consistency in your CRM
2:59 Data fields in your business process flow
3:24 Adapting the standard business process flowchart for your sales processes
Building a business process flowchart can be a time-consuming task. But the built-in business process flow tool inside Dynamics 365 Sales makes this essential task easy. Even better, all your sales reps will have a standardized sales process baked into the system they use for sales pipeline management and prioritization every day. Everyone on the same page, collecting the same data, and using the same sales outreach sequences.
Transcript Highlights:
Many of the teams we talk to every day know they don’t have a truly defined sales process, much less a sales process flowchart.
Creating and refining yours has huge benefits, but it doesn’t need to be a huge lift.
This is just another way your CRM should provide some foundational structure and tools for your crew.
Our sales team at Cobalt uses the business process flow tool in Dynamics 365 Sales to map out, report on, and refine the sales process flowchart that our sales team uses every day.
It lives right inside our CRM.
This tool has made our sales process flowchart so much more detailed, accurate, standardized, and measurable.
It’s part of how we increased revenue by 106% over a two-year period.
In the next few minutes, I’ll show you how easy this tool makes it to finally get your whole sales team on the same page.
If you have questions, or want to see exactly how to adapt this tool for your team: let’s connect for a quick intro call.
Just click on the link in the description below.
[Business process flowchart overview tutorial.]
At Cobalt, these have become critical to ensuring our team stays on the same page with messaging.
It’s also made a huge difference in helping our sales team do less busy work and focus most of their energy on what’s most important: their sales outreach.
This is only one way that D365 Sales makes it possible for us to get the relevant, accurate reporting we need for business intelligence that informs our sales and marketing strategies.
You can read more about sales process flowcharts and how to create yours in Dynamics 365 over on our Cobalt blog.
I’ve included a link to that article in the video description.
There’s also a link to connect with our team.
I hope you’ll let us take a few minutes to show you more about sales outreach sequences, sales insights reporting, workflow automation options, and all the other tools inside D365 that connect with your new sales process flowchart!