Insight Sphere AI Account Intelligence App
by Embee Software Pvt. Ltd.
Insight Sphere AI Account Intelligence: 4-Week Implementation
Insight Sphere is an AI-powered account intelligence platform from Embee Software, built on Microsoft Power Platform and Copilot Studio. It brings business, financial, executive and market insights on a target company into one view, and turns them into qualified leads in Dynamics 365.
In this engagement, Embee implements Insight Sphere in your Power Platform environment, maps it to your own solution portfolio, connects it to Dynamics 365 Sales and trains your sales team.
What Insight Sphere does:
- Gather: collect company identity, financial data, executive profiles, business verticals and workforce insights
- Understand: a 360-degree view of each account's technology priorities, challenges and strategic initiatives
- Assess: risk and opportunity signals, public sentiment, recent news and deal attractiveness
- Map: match each customer challenge to the solutions you sell
- Discover: surface solution-aligned sales opportunities
- Convert and share: create leads in Dynamics 365 CRM in one click, and export account briefs to PowerPoint in Microsoft Teams
Built on Microsoft: Power Apps, Copilot Studio, Power Automate, Microsoft Teams and Dynamics 365 Sales.
Who it is for: sales, pre-sales, account management and marketing teams that research target accounts before every conversation.
Outcomes: up to 80% less company research effort, sharper outcome-led conversations and faster conversion of research into CRM-tracked opportunities.