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CRM Customer Experience
Sales. Journeys (Marketing). Data (Insights).
Customer Experience
Go beyond sales force automation and pipeline management with Dynamics 365 Sales to better understand market needs, customize your offering and build lasting relationships with your customers.
Dynamics 365 Customer Insights is a complete customer experience management solution. It precisely defines target markets and customer profiles, enabling personalized journeys and unique experiences for each customer or prospect. By unifying all customer information, it offers powerful analysis of behaviors and preferences.
Increase revenue by linking sales and marketing
- Gain greater visibility into customer needs.
- Guide customers through the pipeline faster and close more deals.
- Simplify processes and prepare salespeople.
MICROSOFT 365 COPILOT
FOR SALES
HOW TO BOOST BUSINESS RELATIONS WITH AI
Microsoft 365 Copilot for Sales is the AI assistant for sellers in Microsoft 365 (Outlook and Teams) that connects to bring next-generation AI for Dynamics 365 Sales updates and insights with best productivity workflows.
Help your sellers focus on ROI and strengthen customer relationships with AI assistance in Dynamics 365 Sales—the first CRM to offer next-generation AI for sellers. Use AI to write email replies, draft meeting summaries, update customer records, and pull relevant information from SharePoint, Outlook, and Microsoft Teams.
MICROSOFT 365 COPILOT FOR CUSTOMER INSIGHTS
FOR MORE EFFICIENT AND PROFITABLE CUSTOMER INSIGHTS
Get real-time AI insights to personalize customer experiences. Microsoft 365 Copilot for Customer Insights helps your team uncover insights, create segments, generate ideas, and build customer journeys using natural language prompts. Simplify marketing campaigns and enhance engagement with Copilot’s editing and refining capabilities at every step.
Copilot is a handy tool for learning and completing tasks effortlessly. It revolutionizes learning by enabling natural language queries, providing direct answers from all available documentation.
Dynamics 365 Sales and Customer Insights Benefits
GROWTH FACILITATOR
Get the maximum return on your investment using relevant business process information.
FOCUS
Know where to prioritize tasks and reach your goal, in a market characterized by fast sales processes.
COST EFFECTIVENESS
Close the deal faster and increase your sales team’s profitability.
360 VISION
Offer personalized experiences with a 360-degree view of your customers, based on information from artificial intelligence.
RELEVANT INFORMATION
Gain relevant data through complex variable analytics that allow you to gain vital information to understand the market and act on reliable data. The right insights are the foundation of a strong customer relationship, allowing you to focus on the right priorities.
CLOSENESS TO THE CUSTOMER
A good customer relationship allows the customer to commit to the sale, while your sales team can understand and anticipate customer behavior, trends and current value propositions.
AUTOMATED SALES PROCESS
Automate sales processes to shorten the sales cycle, increase productivity and reduce costs.
SALES PERFORMANCE
Gain insights and analytics that ensure real-time access to predictive and proactive information. Achieve your goals by motivating and involving your entire work team.