Combine all of your sales & marketing data across Dynamics CRM, marketing, sales prospecting & customer success systems

• 100s of ready to use Sales Reports
• History Tracking
• Pipeline Inspection
• Funnel Progression Monitoring
• Sales Forecasting
• Deal Scoring & Predictions
• Activity Tracking
• Deal Prioritization.

Sales Pipeline & Funnel Progression History

• Capture every change in your Microsoft Dynamics CRM based sales pipeline.
• Recreate your pipeline "as-of" last day, month, week, quarter or year and compare side by side to identify trends and anomalies.
• Analyze flow of opportunities through sales funnel to identify bottlenecks based on historical data capture.

Sales Forecasting

• Out-of-box sales forecasting with AI-based deal scoring.
• Map your existing lead and opportunity stages from Microsoft Dynamics CRM to customizable sales forecasting categories.
• Get an accurate view of your quarter. Let funnel movement and rep-activity identify at-risk deals.
• Prioritize deals to based on historical Microsoft Dynamics CRM data to maximize revenue attainment.

Activity Tracking

• Automated CRM (task, call & notes etc) as well as Email / Calendar ( inbound / outbound messages) activity capture
• Automatically map activities to your existing contact, lead and opportunities in Dynamics CRM..
• Accelerate Account Based Sales campaigns by tabulating activities by target accounts & identifying target accounts with low engagements
• Qualitative engagement score for target accounts based on NLP powered email text analysis, meeting attendance rate and "reply-rate" cadence

Use Cases

• Provides integrated analytic and reporting capabilities for Microsoft Dynamics CRM data in combination with lead nurturing data from other systems like Marketo / Dynamics & Email / Calendar data from office 365/ Gmail.
• Adds ability to track all changes to Dynamics 365 CRM data and enables pipeline & lead history inspection, allowing sales teams to compare changes to pipeline and lead statuses between any two time periods
• Adds sales forecasting capabilities to Dynamics 365 CRM, enabling AI based deal scoring and quota attainment predictions.
• Adds automated activity capture & NLP based qualitative engagement scoring for target accounts to empower account based sales initiatives