AI for productivity and next best action suggestions
Surfacing insights from your data can provide your sellers with proactive suggestions in addition to their everyday activities, that can help them build better relationships and close deals faster. The native connection between Outlook and Dynamics 365 enables next best action suggestions based on email content, such as sentiment (“your customer sounded upset in an email, this opportunity could be at risk”), as well as insight into interactions and response times between you and your customer, across your whole team).
Leads and opportunities are scored based on relationship health and probability of converting or closing, helping sellers focus on the right deals and relationships at the right time.
Real-time automated call transcription makes customer conversations available to everyone involved in a deal, without the seller having to make summaries or identify next steps. Action items, topics discussed, keywords, and sentiment analysis of the conversation are all automatically recorded in Dynamics 365 and can be used to prompt actions.