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AI-Agents for Demand Generation Managers in Handoffs working with Microsoft Dynamics 365 CRM

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Reconcile Lead Ad Inquiries

Catch ad inquiries missing from the sales list and flag weak matches.

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Route Lead Ad Inquiries

Carry campaign context into each assigned sales inquiry.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Prepare Ad Leads

Flag ad leads that need review before sales follows up.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools
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