AI-Agents for Account Executives working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Flag bounced introductions before reaching out to prospects again.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
10 toolsReopen quiet deal talks with a next step tied to the prospect's question.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 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 toolsShow which ad leads are ready to contact and create follow-up tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsPrepare a deal proposal with approved costs and visible gaps.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
