Meet customers where they are
Shorten the sales cycle by using a single workspace – powered by AI – that has everything a remote salesperson needs to communicate with the right customer, stay focused and maximize productivity.
Help salespeople focus by providing them with clear and feasible sales activities that you get through configurable sequences.
Streamline sales with integrated communication in multiple channels, such as softphone dialing and email templates.
Create a coordinated virtual engagement with a collaboration hub for the entire company, where colleagues, customers and context-based customer data are brought together.
Collaborate seamlessly
Get access to customer data and insights in Microsoft Teams that make it easier to collaborate productively within the sales team.
Use embedded Microsoft Teams chats in Dynamics 365 for real-time collaboration with your sales team.
Use an intuitive, personalized workspace when you want to view offers, get context and act quickly. Few steps you can take with just one click and built-in productivity and collaboration features from Microsoft 365 and Teams.
Sell wherever you are
Keep track of all the information wherever you are with an interface made for the mobile. It includes push notifications and a robust search function, and you can quickly create or update records in mobile-optimized forms.
Streamline customer communication by quickly gaining an overview of upcoming meetings, latest contacts and real-time notifications.
With the mobile app for iOS and Android, you can quickly view information about important meetings, information about participants and AI-generated reminders, and connect to Teams meetings – all from one and the same meeting card.
