AI-Agents for Sales Operations Specialists 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.
Resolve repeat leads before sending the manager a 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 toolsSurface quote differences for the approval handoff.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsAttach the approved scope version to the draft quote for review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsRecord deal-to-quote differences for the approval handoff.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsComment on quote PDFs with approved and quoted values.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsSwap outdated scope files on draft quotes after deal revisions.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsReview buyer orders against sales quotes and return exact mismatches.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
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