Selling to customers in today’s competitive world is all about relationship building and maintenance. A salesperson has to engage with his customers from time to time, knowing their likes, problems, and requirements. Powered by Artificial Intelligence, Sales Insights enables the sales team to nurture these relationships, make better decisions with actionable insights, and fast-track the deal closure process. Sales Insights integrates with Microsoft Dynamics 365, a powerful combination of AI-driven intelligence and CRM functionalities.
Though most of the standard Sales Insights capabilities are included without additional cost with Dynamics 365 Sales, the premium version offers advanced tools and features that require a separate license for Sales Insights. Working with a trusted Microsoft Dynamics 365 partner will ensure that businesses can unlock the fullest potential of such tools, tailor them to their needs, and drive even better results in managing customer relationships and sales performance.
Guided Selling
Insight cards will be there to help you stay on top of your work by reminding you and updating you on the things that matter most, such as sending a follow-up email or scheduling a meeting. And that’s not all; it is right inside your workflow. Dynamically changing depending on the context you’re in, showing just the right information at just the right time. Guided selling is good, but with Assistant Studio, you can take it to the next level by personalising those insight cards with automation tools. You can set up notifications for certain actions for a contact registering for a webinar so that your team will always be one step ahead and can act on the opportunities at the right time without anything important slipping through the cracks.
Sales Accelerator
The Sales Accelerator gives you a streamlined workspace to supercharge your productivity. Since it puts everything you need in one place, you can keep your eyes on the ball-engaging the right customers and driving results. You can route leads to sellers with automated routing based on specific attributes, such as industry expertise or geography. It ensures that the sellers can better connect with leads targeted to them. Sequences, part of the Sales Accelerator, further boost efficiency by automating repetitive tasks and surfacing best practices for different customer segments.
Conversation Intelligence
Real-time conversation intelligence gives sales teams insight into the emotions, sentiments, and priorities of customers on phone calls. It analyses conversations for trends and competitive mentions to customer concerns to enable guided selling with a data-driven edge. For managers, conversation intelligence provides visibility into team performance, including statistics for each seller on calls made. These insights enable managers to identify coaching opportunities and refine sales strategies.
Notes Analysis
Notes analysis leverages AI to suggest actionable steps based on your activities. Whether it’s an appointment, email, phone call, or task, this feature evaluates the descriptions and offers intelligent suggestions. For instance, it might recommend setting up a meeting request or adding a new contact. By simplifying decision-making and providing actionable recommendations, note analysis ensures that your workflow remains smooth and efficient. This feature turns what is otherwise mundane into golden opportunities to nurture the most important relationships in the sales environment.
Premium Auto Capture
The premium auto capture simplifies the logging of customer-related activities by integrating with your email and calendar. It identifies the relevant emails and meetings for inclusion in your timeline. All interactions will be documented, making sure a view of all customer activity is given. Beyond simple activity tracking, Premium Auto Capture also provides suggestions for the creation of new contacts, allowing you to grow your network with ease. This feature helps improve how you manage relationships and maintain organisation, thus proving indispensable for any sales team.
Relationship Analytics
Relationship analytics gives you a visual representation of pipeline health, estimated revenue, and close dates. Its bubble chart and KPI-driven approach let you immediately find the opportunities that need your attention. It also shows the detailed history of customer interactions that will help you understand the nuances of each relationship. You can use these insights to make informed decisions: nurture leads, strengthen connections, and drive conversions.
Predictive Opportunity Scoring
In a competitive arena, the need to emphasise high-quality opportunities arises Predictive opportunity scoring uses AI-driven models that score your pipeline opportunities on factors that influence success rates. These scores enable salespeople to focus efforts on prospects with the highest potential conversion. By leveraging this data, there will be improved qualification rates, better resource allocation, and more efficient closing of deals. Just like in predictive lead scoring, which makes sure your team’s effort and resources are channelled to the most promising leads.
Predictive Forecasting
Predictive forecasting takes away the uncertainty from sales planning with AI-powered predictions. Providing precise revenue forecasts for all levels of hierarchy, along with a detailed breakdown of areas of strength and places of possible improvement, predictive forecasting creates the possibility to help sellers and managers set realistic goals, allocate their resources effectively, and deliver consistent growth. With predictive forecasting, you will be able to make appropriate decisions aligned with your strategic objectives.
