AI-Agents for Sales Managers 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.
Turn emailed lead criteria into a prioritized, source-linked CSV.
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 toolsSpot changed quote terms before approving a customer offer.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsEmail reps a vetted morning queue of companies to contact.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsAttach the approved scope version to the quote you review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsShow deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow quote differences beside the file before approval.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsKeep draft quotes current for scope reviews before approval.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsBuild a ranked prospect list for the team's revised target profile.
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 toolsClear quotes for signing when the buyer's order matches.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsGive each rep a ranked call list and flag accounts needing research.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
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