Microsoft Dynamics 365 Sales Insights
The Virtual Assistant ensures that client relationships are healthy and run smoothly. With the assistant to help you with conversation starters, time prompts and risk alerts, you no longer have to worry about pitching the right solution at the right time.
Unmatched Sales Intelligence
Sellers can quickly identify their hottest leads, gain deeper insight .
Comprehensive Lead Tracking
DYNAMICS 365 tracks all web activity and provides sales with critical lead information.
Easy-to-Use Campaign Tools
Provide reps the ability to send personalized, trackable emails and add prospects to designated marketing campaigns.
Drive Sales Efficiency
Sales Insight provides sales with a real-time dashboard of their best leads and opportunities, prioritized by quality and urgency.
Utilise
Utilise valuable insights to regularly enhance performance within your Sales Team
Strengthen
Analyse previous conversations and successes to strengthen customer relationships
Analyse
Use Auto Capture to analyse previous email messages and past conversations
Predict
Monitor opportunity close rates with predictive opportunity scoring to help improve conversion
Power the entire customer journey
See results faster with an intelligent and intuitive customer data platform (CDP), ready to use with minimal training and IT assistance.
- Prebuilt connectors for data ingestion
- Industry-leading enrichment sources
- Activation across multiple destinations
- Prebuilt connectors for data ingestion
- Industry-leading enrichment sources
- Activation across multiple destinations
- Prebuilt connectors for data ingestion
- Industry-leading enrichment sources
- Activation across multiple destinations
Dynamics 365 for Customer Insights Benefits
Accelerate sales: Sales Insights’ AI predictions and prescriptions help you stand out from the competition and gain more buyers. Sales Accelerator speeds up the sales processes into efficient short cycles. It will help you identify the next best customer and tell you the best ways to interact with them. (This feature is currently in the process of being launched)
Management: As a Sales Manager or Coach, Sales Insights gives you the information you need to effectively train your staff. You can gain visibility into conversations, flag risks and provide feedback with built-in coaching tools.
Customer Insights widely integrates
Microsoft Forms Pro: Insights is particularly effective when used with Forms Pro to track and analyse Insights; this can help a team act based on changing customer behaviour and perception.
Microsoft Graph: This app provides broad audience intelligence from demographics and interest to market trends and product usage.
Microsoft Graph: This app provides broad audience intelligence from demographics and interest to market trends and product usage.
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