AI-Agents for Sales Managers working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Keep the team's prospecting list fresh with qualified contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsShow which reps have delivered leads awaiting personal follow-up.
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 toolsBuild a deal report for the requested stage, owner, and close dates.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 toolsKeep reps' early lead conversations moving toward a next meeting.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 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.
13 toolsPrepare proposal drafts with approved costs and open questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
