Predict sales objectively
Increase accuracy by supplementing seller-generated forecasts with predictive forecasting. Reduce errors and bias with AI-driven forecasts that factor in signals from the current sales pipeline and historical performance. Intuitively track and analyse changes in the pipeline using snapshots and deal flow visualisation.
Focus on the right buyers
Increase conversion and win rates by using AI to prioritise leads and opportunities with the highest likelihood to convert and buy.
Secure warm introductions from colleagues who already have active relationships with prospects based on Microsoft Exchange data.
Move relationships forward with AI-guided selling, including personalised talking points and next best actions that are easy to customise for specific business processes.
Take pre-emptive steps to mitigate risks with a relationship health score based on unified data from Dynamics 365, Office 365, and LinkedIn.
Work from anywhere
Stay on top of sales activities with a mobile assistant that’s always working behind the scenes to streamline work and provide proactive suggestions. Go into meetings prepared with a comprehensive brief that includes key insights about the company and attendees. Wrap up meetings quickly with notes and business card capture.
Free up time
Minimise data entry with contextual, real-time suggestions for creating new records.
Communicate at the right moment
Automatically track how and when customers interact with emails. Build on positive momentum or follow up to keep deals moving.
Get down to business
Sell efficiently to buyers in short sales cycles using sales accelerator (preview), everything an inside seller needs in one place. Identify the next best customer and hit all the right topics with comprehensive research that covers stakeholder profiles, previous interactions, and social insights. Stay productive through intelligent work lists. Deliver a steady cadence of personalised interactions using embedded sales sequence and multi-channel engagement tools.
Master every conversation
Automatically transcribe and analyse customer emotion, sentiment, conversation content, and speaking style. Discover what makes customers respond positively, and replicate successful call strategies across your whole team.
Coach more effectively
Gain visibility into conversations, flag at-risk deals, and provide actionable feedback through built-in coaching tools to increase agility.
Make strategic decisions
Easily pinpoint emerging customer needs. Stay ahead using insights derived from brand and competitor mentions. Get answers in real time using natural-language Q&A based on sales and conversation data.
Includes 3 hours/user/month of conversation intelligence
Explore additional resources
Learn how AI propels sales and marketing in this report by Harvard Business Review Analytic Services.
See how predictive forecasting provides a reality check for subjective seller-generated forecasts.
See how sales teams accelerate deals with conversation intelligence.
Preview the sales manager experience
For customers with Dynamics 365 Sales
Sign in with your Microsoft credentials to try the previewSign in