AI-Agents for Sales Development Representatives in Sales Operations working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Book inbound leads with their assigned reps for a first meeting.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
33 toolsDeliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsAnswer outreach replies and hand over prospects ready to meet.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsSee which form leads need a first email or personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
15 toolsIdentify imported prospects who still need a first email.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
11 toolsLog first outreach to new leads and flag follow-ups still owed.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
11 toolsFollow up after an initial call without repeating a sent email.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsIdentify leads due for personal follow-up after delivery.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
34 toolsIdentify prospects' employers and flag uncertain account matches.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsPrioritize new companies to approach from a ranked prospect list.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 toolsGet a follow-up list of new prospects without duplicate contacts.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsPut qualified prospects in the CRM with a reason for outreach.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 tools
