SalesConnect 365 CRM Add-on for Dynamics 365 for Sales

Built on Microsoft Dynamics 365 for Sales, SalesConnect 365 CRM add-on solution leverages Artificial Intelligence and the power of the Microsoft Intelligent Cloud to make CRM work for executives, managers, and sales teams.

SalesConnect simplifies the CRM experience and provides everyone in the organization a revolutionary level of clarity, transparency, and confidence in customer information, opportunity and pipeline status, and forecast accuracy by virtually eliminating manual data entry, subjective value assessments, and static analytics.

AI-Enabled Intelligence Acquisition

SalesConnect continually pulls data and captures business intelligence from emails, events, and documents across your organization, adding and enriching accounts, contacts, opportunities and leads with engagement insights.

AI-Driven Insights and Guidance

SalesConnect delivers insights based on algorithmic-based analytics through role-based dashboards and in-context insights, providing objective views into relevant data and giving you clarity and visibility into customer value and buying behaviors, opportunity probabilities and timelines, sales pipelines, team and individual performance, and organizational KPI’s.

Agile Cloud Solution

SalesConnect is built for Microsoft Dynamics 365 for Sales and native to the Microsoft Intelligent Cloud. Easy to deploy, simple to configure and manage, and unique in how it can virtually eliminate the cost and complexity of deployment and integration.

How Traditional CRM Fails

CRM fails

  • Inadequate Resources: Insufficient resources are allocated to business process support and improved usability.
  • Limited Adoption and Participation: CRM usage is restricted to sales and service teams with limited motivation to use the system.
  • Insufficient Data: Data entry and integration obstacles and challenges minimize the volume of usable information in the system.
  • Inaccurate Analytics and Forecasting: Analytics and forecasts are based on limited data, static criteria, and biased assumptions.
  • Executive Frustration: Executives cannot get insight into the customer journey, are unable to get visibility into key performance indicators, and lack confidence in pipeline reporting and revenue forecasts.

 

How AI Makes CRM Work

AI CRM add on

  • Ongoing Investment: The CRM system is perceived as a vital resource for strategic planning and execution.
  • Active Participation: CRM is integral to work process and provides value to sales teams and managers.
  • AI-Enabled Intelligence Acquisition: Comprehensive intelligence is automatically collected from  customer and prospect interactions across the organization.
  • AI-Driven Insights and Guidance: Algorithmic-based analytics are delivered through role-based dashboards and process-driven, in-context insights.
  • Executive Confidence: Executives get clarity and visibility into the business and accurate forecasts for planning and budgeting.

 

Core Capabilities

Salesconnect online CRM toolsAutomated Data Capture

Crawls Microsoft Office 365 or Exchange, Dynamics 365, SharePoint, Teams, and LinkedIn, retrieving all data related to leads, customers, prospects, and opportunities including emails, meeting details, and documents, eliminating the need for other online CRM tools.

Record Enrichment

New contacts are intelligently associated with accounts and opportunities. SalesConnect CRM add-on automatically enriches leads, contacts, accounts, and opportunities with all relevant data and activities.

Online CRM tools for analysisAnalysis

SalesConnect CRM add-on solution continuously analyzes vast collections of customer interactions which are organized, assessed, and scored based on dynamic, objective criteria.

CRM add-on for analyticsDashboards

You can view and work with real-time intelligence through role-based dashboards – designed for Team Members, Sales Managers, and Executives – with interactive charts and visual filters plus robust search capabilities.

Guided Insights

Proactively provides actionable and in-context insights, intelligently recommending actions, communication channels, topics, and assets to personalize and optimize the customer journey

Options and Packages

SalesConnect Simplicity


SalesConnect Simplicity

SalesConnect CRM add-on plans

A full-service solution delivering the Modern Sales Solution Stack – Dynamics 365 for Sales and SalesConnect – in as little as four weeks.

SalesConnect Simplicity Switch


SalesConnect Simplicity Switch

Plan for your CRM add-on solution

A full-service solution to migrate from Salesforce to Dynamics 365 for Sales and SalesConnect – the Modern Sales Solution Stack – in as little as four weeks.

SalesConnect Simplicity Solo


SalesConnect Simplicity Solo

CRM add-on plans

A full-service solution for Dynamics CRM or Dynamics 365 for Sales customers to add the AI power of SalesConnect to their existing deployment.

Packages


Packages

  • Package A: 15 sales team members plus data capture for up to 50 additional customer facing users.
  • Package B: 25 sales team members plus data capture for up to 100 additional customer facing users.
  • Package C: 50 sales team members plus data capture for up to 200 additional customer facing users.

SalesConnect Simplicity

SalesConnect Simplicity Switch

SalesConnect Simplicity Solo

Packages

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