Microsoft Dynamics 365 Sales Insights_

Mobile Assistant

Sales Insights comes with a Mobile Assistant who works behind the scenes to organise your workload. Your Assistant can prioritise your work stream and offer proactive suggestions, including meetings notes about your customer and their company. It can also suggest how a client normally interacts with emails, when the best time to contact them is and even offer drafts of communications for you.

Conversation Insights

Microsoft Dynamics Sales Insights will automatically transcribe and analyse the content, sentiment and speaking style of a client conversation. You will be given insight into what your customers respond positively to and can pass on this information to other people within the Sales Team and your marketing department to help boost conversion rates and lead generation.

Builds Relationships

The integration with Microsoft Exchange means that Sales Insights has access to Exchange data which it will use to determine which colleagues already have a relationship or have had a past relationship with potential clients. Client introductions can then be assigned to those with an existing relationship to ensure a warm introduction and higher chance of conversion.

Forecast Sales

Sales Insights provides accurate sales predictions based on the current sales pipeline and historical account performance. The AI-driven nature of the forecasts mean they are less biased and report less errors than human forecasting. Predictions are visualised with snapshots and deal flows, allowing you to track and analyse changes.

Buyer Insights

AI analysis allows Sales Insights to detect which clients are most likely to buy and which to prioritise. Each account is assigned a calculated predictive score of the probability a lead converting into a sale. The higher the probability the more likely they are to buy. Users are able to customise the signals which contribute to the predictive score to align it to your strategy.

Accelerate Sales

Sales Insights’ AI predictions and prescriptions help you stand out from the competition and gain more buyers. Sales Accelerator speeds up the sales processes into efficient short cycles. It will help you identify the next best customer and tell you the best ways to interact with them. (This feature is currently in the process of being launched)

Trusted Conversations

Once relationships are established the AI-guided selling within Sales Insights helps to build trust by offering personalised talking points and specialised next action suggestions. Embedded AI scans communications to recommend details that could be used as a conversation starter, it is also good for those managing large numbers of accounts.

Monitor Risks

There is a monitoring capability built-in to ensure that all relationships are kept professional and avoid risks. The integration with Dynamics 365, Office 365 and LinkedIn allows the AI to monitor communications and create a relationship health score based on the data. This allows sellers and managers to mitigate risks and prioritise safety.

Effective Management

As a Sales Manager or Coach, Sales Insights gives you the information you need to effectively train your staff. You can gain visibility into conversations, monitor performance and oversee risks. You can also provide feedback to employees with built-in coaching tools and use the insights to help with performance reviews and appraisals.