Episode Details

FULL SHOW NOTES
https://podcast.nz365guy.com/17

• Bringing craftsmanship to the CRM trade
• What is Presales for Dynamics 365
• Getting training for a presales role
• The toughest element of working in presales
• Demonstrating the capabilities of Dynamics 365 to a customer
• Creating Demo’s
• Maintaining your demo environments
• Best practice for your demo environments
• Relationships between Presales and Sales
• Harvard Business Review titled “To Improve Sales, Pay More Attention to Presales“
• “Distinct from marketing and sales operations, presales provides a specific set of activities that lead to qualifying, bidding on, winning, and renewing a deal.”
• “Souping up the presales engine can yield a five-point improvement in conversion rates, a 6–13% improvement in revenue, and a 10–20% improvement in the speed of moving prospects through the sales process.”

Books Mentioned

• Steve Jobs by Walter Isaacson http://amzn.to/2HTF3Bo
• Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink & Leif Babin http://amzn.to/2u4THUj
• The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan Holiday http://amzn.to/2HR6ETL
• Deep Work: Rules for Focused Success in a Distracted World by Cal Newport http://amzn.to/2u6dd2D
• Make Your Bed by William H. McRaven http://amzn.to/2Ga4h0Z
• Neil Benson – Scrum Podcast

Resources

• Ted https://www.ted.com
• Marica Söderstam – Dynamics 365 Product Ownership
• SoundCloud https://soundcloud.com
• The Art of Manliness https://www.artofmanliness.com/category/podcast/
• ClickDimensions https://www.clickdimensions.com
• Kingswaysoft https://www.kingswaysoft.com
• Scrum for Dynamics 365 https://www.customery.com

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

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Thanks for listening 🚀 - Mark Smith