Gain insights into your opportunities and customers
Sell smarter with embedded intelligence
Know the next best step
Strengthen relationships with personalized and relevant interactions based on contextual, embedded intelligence that helps sellers exceed the expectations of modern buyers.
Optimize email engagement
Elevate your email communications with embedded intelligence that lets you know when and how customers interact with your emails, so you can be more proactive and responsive in your communications.
Keep a pulse on social trends
Find out what buyers are really thinking with social intelligence that reveals social sentiment and identifies potential competitive threats.
Foster relationships with authentic and personal engagement
Put buyers first with relationship selling
Build trust with insights centered on specific customer needs and easily manage relationships at scale with integration between LinkedIn and Dynamics 365 that unifies data and processes.
Engage buyers with social media
Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.
Deliver personalized content
Get suggestions for relevant content based on what you're working on and who you're working with. Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.
Boost productivity and increase revenue
Provide intelligent guidance
Increase user adoption and minimize training with rich, context-sensitive help and an intelligent, event-driven sales process that guides sellers to optimal outcomes.
Simplify sales execution
Accelerate deals with an end-to-end, immersive experience for opportunity management. Use familiar tools like Excel and Outlook for day-to-day sales activities. See the status of cases, all without the hassle of switching apps.
Enrich account, contact, and lead data with contextual third-party firmographics, news, and compelling events for both B2B and B2C business models.
Sell anytime, anywhere
Work on the go, even without connectivity, with modern mobile apps that provide contextual news, social data, and task flows.
Accelerate sales performance
Shorten ramp up time
Ease onboarding of new sellers. Align sales behavior with best practices and interactive help and documentation.
Increase sales effectiveness
Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.
Gain visibility and insights
Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.
Motivate your sellers
Energize sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.