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Automate the Tradeshow Follow-up Process: Implement sequences

Using sequences in Dynamics 365 allows for automating a series of tasks or activities for lead follow-

up. Sequences enable you to standardize and automate follow-up tasks, like sending emails and

scheduling calls, ensuring salespeople adhere to a consistent process without manual intervention.

Implementing sequences is ideal for the follow-up process as it automates the steps and reduces the

reliance on salespeople to manually manage each task.

Reference: Microsoft Documentation - Create and Manage Sequences

Ensure That the Process Applies Only to Tradeshow Leads: Use segments

Segments are used to filter leads based on specific criteria. By using segments, you can ensure that

the automated sequence is triggered only for leads generated from trade shows.

This action targets the automation specifically at the tradeshow leads, ensuring that other leads are

not inadvertently included in this process.

Reference: Microsoft Documentation - Use Segments in Dynamics 365

Ensure Proper Timing of Activities: Set relative due date

Setting a relative due date allows you to define a timeframe between actions in the sequence. For

example, the follow-up call task can be scheduled for one week after the initial email.

This ensures that tasks are executed with the correct timing, aligning with the desired schedule of

following up with potential customers one week after the first contact.

Reference: Microsoft Documentation - Schedule Activities with Relative Due Dates

By implementing sequences to automate follow-ups, using segments to filter for tradeshow-specific

leads, and setting relative due dates for timely task execution, the company can optimize its post-

tradeshow follow-up process and enhance the likelihood of successful customer engagement.