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.

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

Sales Accelerators

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.

Analyse Conversations

Conversation Insights: Microsoft Dynamics Sales Insights will automatically transcribe and analyse the content, sentiment and speaking style of a client conversation. You will be given insight into what your customers respond positively to and can pass on this information to other people within the Sales Team.

Build Customer Relationships

Relationship-building: The integration with Microsoft Exchange means that Sales Insights has access to Exchange data which it will use to determine which colleagues already have a relationship or have had a past relationship with potential clients.

Sales Accelerators

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)

Training and mentoring

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.

Sales Insights features

Some of the Sales Insights features are included within Dynamics 365 Sales, additional premium features require a Sales Insights license.


Mobile Assistant: Sales Insights comes with a Mobile Assistant who works behind the scenes to organise your workload. Your Assistant can prioritise your work stream and offer proactive suggestions, including meetings notes, briefs about your customer and their company. It can also suggest how a client normally interacts with emails, when the best time to contact them is and even offer drafts of communications for you.

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