Dynamics 365 Sales Insights | Advantage Business Systems

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Dynamics 365 Sales Insights

Transform your business by using artificial intelligence and data to improve your overall efficiency with Dynamics 365 Sales Insights.

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What is Dynamics 365 Sales Insights?

Through the use of Dynamics 365 Sales Insights, you will be able to ensure that your salespeople, internal sales managers, account managers and company managers reduce the time spent on routine tasks, build relationships based on personalised interactions as well as proactively lead sales teams with the knowledge and insight provided through artificial intelligence.

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What are the key features of Dynamics 365 Sales Insights?

Predictive Lead & Opportunity Scoring

You will find that both leads & opportunities are allocated a score between 1 and 100 based on the chance they have of converting.

Relationship Analytics

This feature will allow you to conduct a health check on opportunity pipelines as well as show you the activity history, KPIs, health score as well as trends across your contacts, leads and accounts.

Conversation Insights

This feature gives you the ability to automatically transcribe & assess customer emotion, sentiment as well as conversation content & speaking style.

Predictive Forecasting

This feature will help you to improve your accuracy through the use of seller-generated forecasts.

How can your business benefit from Dynamics 365 for Customer Insights?

Improve your overall efficiency

Take advantage of insights to enable you to prioritise deals that are most likely to align with your sales objectives.

Maintain existing relationships

Use communication prompts to form better conversations with your existing customer base.

Deliver better sales training

Analyse data on your sellers to review best practice & give useful tips to your team where needed.

Work Smarter. Grow Faster. Stay Ahead.

The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.