AI-Agents for Evidence Checking in IT Services 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.
Compile service prospect lists from existing CRM leads.
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 toolsShow changed service rates or terms in client quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsFlag company changes that may call for IT services.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsShow where revised service quotes change approved project scope.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsReplace outdated implementation scopes on draft client quotes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsFind companies that fit service targets without revisiting active accounts.
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 toolsCheck client purchase orders against quoted services before signing.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsBuild call lists around IT buyers at assigned client accounts.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 tools
