Digital transformation is absorbing more and more companies in the sales market. It is very important to provide teams with the necessary tools to conduct quality deals.

Based on the study, it was concluded that most of the time in the work of salespeople and managers is occupied by fixing tasks and their implementation.

During the working day, sellers negotiate various deals. They need an effective and convenient means of capturing key insights and tasks for each project, therefore they don't forget the main thing.

Thanks to the update, now sellers can forget about wasting time sending additional emails, approvals and avoid human errors. The update helps to keep the focus on the most important thing - the negotiations with the client and the involvement in the project.

Smart Conversation Action Updates

The first version of the tasks is a commitment proposal received during a call. What's more, the seller can get a quote of the commitment.

An improved AI model was released as part of Dynamics 365 2020 and fulfills its role perfectly. This model makes it much easier to record the tasks received during the call.

However, these are not all the possibilities. Additionally, managers and salespeople can send emails, make appointments or add tasks in a couple of clicks. These actions are also available from the phone in one application. This solution saves time and is quite versatile.

Activity and task updates integrate with the current custom design. This makes using the services more convenient. You can review conversations with the client at different times, highlight key wishes and ideas in order to implement them in the best possible way.

Things you need to know before getting started

To fully understand the full capabilities of Dynamics 365 Sales Insights and its benefits, visit Dynamics 365 Sales. Your best bet is to take a closer look at the Sales Insights add-in data table. Besides, in the FAQs you can get more additional information in different languages.

Article publication source:
https://cloudblogs.microsoft.com/