Recommend next best action to build sales relationships
Get embedded insights that reveal the next best action to move sales relationships forward based on customer interaction data from LinkedIn, Dynamics 365, and Office 365.
Keep track of buyers and their needs
Show sellers what buyers are interested in through the content they share on LinkedIn and the discussions they participate in. Alert sellers in real-time when buyers change jobs, connect with someone in their network, or get mentioned in the news.
Engage buyers with personalized content
Make it easy for sellers to personalize, package, share, and track presentations with Office 365 and PointDrive. Inform sellers when PointDrive presentations have been forwarded to other people, so they can proactively identify new stakeholders.