Shorten Sales Cycle
Leverage a single workspace that has everything remote sellers need to stay focused and productive.
360 Degree Customer View
Better anticipate customer needs by using Dynamics 365 for a 360-degree view of each customer’s profile.
Minimize Routine Tasks
With an intuitive and interactive user interface and suggestions for creating new records, you'll free up more time for selling.
Take advantage of snapshots and deal flow visualization to both track and analyze pipeline changes.
Keep Relationships on Track
Focus on signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks.
Discover Emerging Needs
Keep an eye on customer needs, competitive dynamics, and market trends with AI-driven insights.
Easily Deliver Insights
Deliver insights to your sales team with built-in AI. Customize insights to fit your sales process—no code required.
Minimize Manual Data Entry
Reduce busy work by scanning and converting business cards into new records in Dynamics 365.