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To best serve its clients, Grant Thornton must tie its extensive knowledge of macro-level economic and industry trends to the micro-level business needs, motivations, and challenges faced by individual executives within its client base. The global accounting and consulting firm does this by using Microsoft Dynamics 365 Sales, Microsoft Azure, and LinkedIn Sales Navigator to “connect the macro with the micro” and deliver that information quickly and accurately to geographically distributed team members. They also use Dynamics 365 Sales Insights to understand the health of client relationships and where new opportunities may lie, take actions based on those insights, close new opportunities faster, and win more deals.

Today, success is about quality over quantity, replacing the days of cold calling and cut-and-pasting of boilerplate email copy. This infographic provides 3 key themes to each part of a successful sales process.

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