AI-Agents for Sales Representatives working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Show missing company facts and flag conflicts for review.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsPrepare a courteous answer to a declined offer for review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 toolsShow which first emails were delivered and need a 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 toolsSend a relevant follow-up when a prospect goes quiet after your reply.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsPrepare a short call list for each shift with account-specific reasons.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
