OneNote for Sales Rep Note Taking: An Interview

Posted By Tricia Desso-Cox on 11 Oct 2018 in Dyn365CE

This week I had the pleasure of riding along with one of our client’s top sales reps. We’ve been working with this client for a while now and have learned that the average opportunity closes anywhere between 3 and 18 months. Not only is the timeline extended, opportunities typically require a lot of prospect interaction and follow ups. As a result, the sales reps must keep track of a lot of…

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