Get a better view into your customers and opportunities
Sell smarter with infused artificial intelligence
Predictive lead scoring
Increase conversions and win rates by finding and prioritizing prospects with the highest likelihood to buy based on predictive intelligence
Prioritize customers with a single relationship score based on artificial intelligence (AI) and machine learning signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action.
Find out what buyers are really thinking with social media insights that reveals sentiment, identifies potential competitive threats, and helps sellers keep a pulse on market trends.
Foster relationships with authentic and personal engagement
Identify and connect with buyers by tapping into the power of the LinkedIn network, including those of your colleagues. Build trust with insights centered on specific customer needs. Easily manage relationships at scale with unified data and processes.
Easily find opportunities and engage buyers on social media with artificial intelligence that highlights relevant conversations to join and recommends content to share to build seller credibility.
AI-integrated sales assistant
Stay one step ahead with recommendations based on artificial intelligence. Get alerts and reminders that help you build customer relationships. Know when to reach out to a contact who has been inactive or follow up with a prospect who opened your email.
Get suggestions for relevant content based on what you are working on and who you are working with. Quickly create personalize sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.
Boost productivity and increase revenue by integrating best practices
Guided sales process
Streamline selling with an embedded sales process based on best practices. Increase user adoption with rich, context-sensitive help and guidance across the web and mobile apps.
Simplify sales execution with immersive Office 365 capabilities so sellers can use familiar tools like Excel and Outlook, without the hassle of switching applications. Stay informed with contextual third-party firmographics, news, and compelling events.
Sell anytime, anywhere—even offline. Work on the go with rich, modern mobile apps that provide contextual news, social data, and task flows for quickly completing frequent activities.
Recruit, onboard, and strengthen the partner channel through deeper enablement and activation. With the partner dashboard, give partners a quick view of their interactions across opportunities, cases, and other relevant information.
Accelerate sales performance throughout the entire sales cycle
Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation.
Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time. More easily set goals, monitor results, investigate deviations from plan, and take corrective action through quota setting and analytic dashboards.
Reports and dashboards
Go from data to insights fast with real-time dashboards that have interactive, drill-down capabilities and natural language queries.
Energize sellers with fun and exciting team-based sales contests. Hold everyone accountable by making results highly visible with web, mobile, and TV monitors.
Innovate with a modern, intelligent sales platform
Easily adapt the application to suit your specific business processes without writing any code. Configure once and deploy to multiple platforms with a common framework and responsive design.
Connect composite applications that work with Dynamics 365 or external data. Seamlessly integrate additional business applications such as marketing and customer service—unifying systems and connecting teams to support your growing business.
Transform your business with deep insights provided by artificial intelligence and machine learning algorithms. Make sense out of vast amounts of data to guide your teams toward the right business outcomes.