In today’s fast-paced business landscape, closing deals goes beyond having excellent sales skills. It is about fostering trust, managing relationships, and being quick on your feet to adapt to changes in customer interactions, updates from your team, or shifts in the competition. That is where Microsoft Dynamics 365 comes in, featuring AI-driven Sales Close Agents designed to streamline and enhance the entire process.
How Can the Sales Close Agent Assist you?
To manage deals successfully, you need prompt insights and effective actions. Microsoft Dynamics 365 Sales provides two AI-driven Agents that make overcoming these challenges much easier.
Research Type
The Sales Close Agent – Research, which used to be called the Opportunity Research Agent, brings together updates from your CRM, email conversations, meeting notes, and live web research, delivering all the actionable insights you need in one convenient location. It offers you several key advantages:
- Identify Risks Early: Whether it is disengaged stakeholders, a dip in momentum, or emerging competitive challenges, this tool highlights potential risks and suggests specific actions to keep your deal on track.
- Make Confident Priorities: With real-time insights, you can easily see which deals are gaining momentum, which ones might be in jeopardy, and where your efforts can achieve the greatest results.
- Get a Quick, Comprehensive Overview: Access crucial information about buyer needs, stakeholder roles, competitor activity, and deal status all in one place, no need to sift through countless sources. This tool compiles insights from your CRM, emails, meetings, and web research to provide a complete perspective on your deal.
Engage Type
Tailored for fast-paced, straightforward transactions, this agent streamlines the entire sales process from start to finish. It allows you to:
- Automate Customer Engagement: The Agent reaches out to potential customers directly, offering personalized communication based on established templates and customer data. This guarantees timely follow-ups and steady engagement without needing manual input.
- Guide Customers Through the Funnel: The Agent supports customers as they move through the sales process, from showing initial interest to completing a purchase. It can suggest products, respond to frequently asked questions, and handle objections, effectively facilitating the progression of deals.
- Ensure Compliance and Accuracy: By utilizing a comprehensive product catalog and current pricing information, the Agent makes certain that all customer interactions adhere to organizational policies and that product recommendations are precise.
- Leverage Customizable Playbooks: Organizations can modify the Agent’s behavior through customizable playbooks, allowing them to align the Agent’s actions with their unique sales strategies and messaging.
Comparison of Sales Close Agents – Research and Engage Types
The table below outlines the key distinctions between the Sales Close Agent – Research and Sales Close Agent – Engage:
Capacity Usage
The Sales Close Agent, specifically the Research and Engage types, utilizes the capacity allocated to your tenant to handle records and interact with customers. You have the option to configure this agent with either prepaid capacity or pay-as-you-go capacity.
Responsible AI
The Sales Close Agent is designed with a strong commitment to responsible AI principles. It has undergone thorough evaluation to align with quality standards and serves as an effective productivity tool. For further details on the agent’s responsible AI practices, please visit:
Travis South – Marketing Specialist
Working with New Dynamic
New Dynamic is a Microsoft Solutions Partner focused on the Dynamics 365 Customer Engagement and Power Platforms. Our team of dedicated professionals strives to provide first-class experiences incorporating integrity, teamwork, and a relentless commitment to our client’s success.
Contact Us today to transform your sales productivity and customer buying experiences.
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