I am in need of a skilled professional who can help me create a comprehensive, customized and visually appealing Visio diagram for a D365 CE sales and customer service journey.
Key Aspects to Focus On:
- Lead Generation from events , data imports , email campaigns
- Opportunity Management
- Sales Pipeline Management
- project creation when opportunity is won
-renewal of opportunities after closure
Key Information/Data Points to Include:
- Marketing Touchpoints
- Sales Touchpoints
Level of Detail:
While the diagram should be high-level, it should also be detailed enough to provide a clear understanding of the customer journey.
Ideal Skills and Experience:
- Proficiency in Visio or similar tools for creating professional diagrams
- In-depth understanding of D365 CE, especially in sales and customer service modules
- Experience in creating marketing and sales journey maps
- Ability to visually represent complex information in an engaging way.
Please note that the diagram should be easily understood by stakeholders with various levels of experience. A good sense of design and layout will be a big plus. Please provide samples of similar work when applying.
I can make diagrams using visio tool and have little bit knowledge in market and sales, with some inputs I can create the diagrams which is targeted to stakeholders.