AI-Agents for Sales Operations in Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Reconcile daily ad submissions with sales leads and surface exceptions.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsAttach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsKeep draft quotes aligned with revised deal scopes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsSend approved deal PDFs for signature and record each send on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsCheck prospect batches and add usable contacts to the sales tracker.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsCheck lead details and duplicates before adding prospects to the CRM.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsAdd reachable prospects to the CRM without duplicate email contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsMatch ad leads to CRM records and assign the right sales owners.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsApply company proposal templates and approved cost figures to drafts.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
