Dynamics 365
Sales Hub
T

Sales Accelerator

Referral Advantage

+5%

Referral leads show 94% conversion vs 89% for direct leads with same touchpoints

Demo Impact

91%

Leads who register for demos have highest conversion rate

Enterprise Focus

$125K

Average deal size for enterprise leads with optimal touchpoints

Avg Conversion Rate

76%

+8% from last month

Active Patterns

4

Identified patterns

Total Leads Analyzed

2,890

Last 90 days

Avg Deal Size

$72,800

Pattern-based leads

Touchpoint Effectiveness

Company Type Distribution

Web Development
35%
SaaS
28%
Enterprise
20%
Healthcare
10%
Fintech
7%

Conversion Patterns

4 patterns found

Enterprise companies that download brochures + visit pricing + register for demos

HIGH

Enterprise companies

Outcome

Schedule demo within 24 hours - highest conversion pattern

Sample Size

245 leads

Avg Deal Size

$125K

Touchpoints:Enterprise Solutions BrochurePricing Page VisitDemo Registration
Company Type:Enterprise
89%
Conversion Rate

Mid-market companies with email engagement + whitepaper downloads

MEDIUM

Mid-Market companies

Outcome

Follow up with personalized email and case studies

Sample Size

189 leads

Avg Deal Size

$75K

Touchpoints:Email OpensWhitepaper DownloadWebsite Visits
Company Type:Mid-Market
65%
Conversion Rate

SMB companies with multiple website visits only

LOW

SMB companies

Outcome

Send educational content to nurture interest

Sample Size

156 leads

Avg Deal Size

$35K

Touchpoints:Website VisitsProduct Page Views
Company Type:SMB
42%
Conversion Rate

Enterprise companies with high email engagement + case studies

MEDIUM

Enterprise companies

Outcome

Schedule discovery call to understand specific needs

Sample Size

203 leads

Avg Deal Size

$150K

Touchpoints:Email EngagementCase Study DownloadLinkedIn Engagement
Company Type:Enterprise
71%
Conversion Rate

Product Upselling Intelligence

Analyze customer behavior to determine best product upsells

Analytics customers with 0 email campaigns + marketing pain points

HIGH

Target Product

Marketing Automation Suite

Success Rate

87%

Sample Size

145 customers

Avg Value

$36,000/year

Key Triggers:Email Integration RequestsMarketing ROI QuestionsLead Export Activity
Usage Indicators:0 email campaignsMarketing workflow gapsManual lead nurturing

Recommendation: Demo email automation and lead scoring features

87%
Success Rate

Analytics customers with 30+ security alerts + compliance needs

CRITICAL

Target Product

Advanced Security Suite

Success Rate

92%

Sample Size

78 customers

Avg Value

$42,000/year

Key Triggers:Security Audit FailuresCompliance QuestionsEncryption Requests
Usage Indicators:High security alertsHIPAA/SOC2 inquiriesData breach concerns

Recommendation: Present compliance and security audit features immediately

92%
Success Rate

Analytics customers with 200+ reports + AI/ML feature requests

HIGH

Target Product

AI Insights Platform

Success Rate

89%

Sample Size

56 customers

Avg Value

$85,000/year

Key Triggers:ML Model RequestsPredictive Analytics QuestionsAdvanced Forecasting Needs
Usage Indicators:High report generationManual analysis complaintsForecasting gaps

Recommendation: Schedule AI/ML capabilities demonstration

89%
Success Rate

Analytics customers with mixed usage patterns

LOW

Target Product

Multiple Options

Success Rate

45%

Sample Size

234 customers

Avg Value

$54,000/year

Key Triggers:General Feature RequestsPricing InquiriesProduct Comparisons
Usage Indicators:Moderate usage across featuresNo clear specializationGeneral inquiries

Recommendation: Conduct needs assessment before presenting options

45%
Success Rate

Product Upselling Triggers

Email Integration RequestsMarketing Automation
145 customers87%
Security Audit FailuresSecurity Suite
78 customers92%
ML Model RequestsAI Insights
56 customers89%
Compliance QuestionsSecurity Suite
134 customers85%
Marketing ROI QuestionsMarketing Automation
167 customers82%
Predictive Analytics NeedsAI Insights
89 customers88%

Recommended Sales Strategies

Web Company Brochure Strategy

High

Target web development companies who download brochures with immediate follow-up calls

Recommended Action

Call within 24 hours of brochure download

Expected Outcome

85% higher conversion rate

SaaS Email Nurture Strategy

Medium

Multi-touch email campaigns for SaaS companies with personalized content

Recommended Action

Send 3-part email series over 2 weeks

Expected Outcome

72% more demo requests

Enterprise Demo Strategy

High

Prioritize tech demos for enterprise leads and follow up with proposal

Recommended Action

Schedule demo within 1 week, proposal within 3 days

Expected Outcome

91% move to proposal stage

Healthcare Compliance Strategy

Medium

Focus on compliance and security benefits for healthcare leads

Recommended Action

Share compliance case studies and schedule consultation

Expected Outcome

68% schedule consultation