AI-Agents for Business Development working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Follow up on new opportunities discussed in initial calls.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsMove clean prospect contacts into the sales tracker for outreach.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsAdd qualified prospects to the CRM with a reason to make contact.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsShow which new prospects received outreach and need a personal reply.
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 toolsCount prospective client deals by owner and expected close date.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 toolsReconnect with early prospects using the question they asked.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsFind buying-role contacts at assigned accounts for outreach.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 toolsPrepare client proposals from revised opportunity requirements.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
