AI-Agents for Sales Development Representatives in Sales Prospecting working with Microsoft Dynamics 365 CRM
Find matched prospects, verify emails, send first outreach. Every one is ready to run, and you can adjust it in plain language.
Send a second note only when the prospect has not replied.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 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 toolsFind new accounts with timely reasons to start a conversation.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsInvite interested prospects to book their first sales conversation.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 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 toolsFollow up with prospects who have not answered the last email.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 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 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 toolsBuild a fresh list of reachable buyers for weekly outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsFollow up after an initial prospect exchange to secure the next meeting.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 tools
