AI-Agents for Account Executives in Evidence Checking working with Microsoft Dynamics 365 CRM
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Surface companies outside the roster with an opening for outreach.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsShow where your revised quote departs from approved terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsUpdate your draft quote with the scope you just revised.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsSee which buyer order details need correction before signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsFind new buying-role contacts within assigned accounts to call.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
