Dynamics 365 Sales is a comprehensive tool that supports the sales cycle from lead prospecting to post-sales relationship management.
This CRM is the only one with a native Copilot in Sales. Microsoft's AI assistant is a game-changer in the daily life of the sales team.
Simplify the sales process, enhance your customer relationships, and have reliable sales forecasts, all while increasing team efficiency and improving productivity levels.
Our AI solutions help analyze customer behavior, predict demands, and identify new upsell and cross-sell opportunities.
Additionally, you can create great content to stay in constant contact with the customer.
K2M can automate all processes in your sales cycle, from creating email and presentation content to summarizing meetings and customer profiles.
Have a solution that will remind you and suggest next actions, prioritize the right opportunities, and provide information that will prepare you better and faster for each meeting.
Gain visibility into your upcoming results and know exactly where to focus your efforts.
K2M offers solutions that will give you a weighted forecast of open opportunities, taking into account various factors such as opportunity temperature, competition, and much more.
Have an integrated solution with Marketing and Customer Service, ensuring everyone has access to the same information and that the customer's history follows them from entry into the database to post-sales.
Eliminate customer friction by avoiding repeated questions, while maintaining data governance and security.
At this event, we welcomed Microsoft’s Business Solutions Architect for the Americas, Djalma Franco, to talk about the power of Copilot for Sales.
» Customer retention: with quality sales materials and the help of Copilot to have detailed summaries of your customer relationship, as well as insights and suggestions for next steps, customer satisfaction increases and the chance of new business with the same person also increases!
» Creation of proposals and emails with AI: don't waste any more time creating proposals. Copilot cross-references your customer's data with your proposal templates, creating new proposals in just a few clicks. This agility in sending proposals increases your chances of closing deals.
» Work each opportunity better: simplify and automate tasks such as meeting preparation, task tracking, email sending, proposal creation, and customer and product information research. Work better and faster on your proposals, increasing the team's ability to seek new business.
» Simplify and automate tasks: such as meeting preparation, task tracking, email sending, proposal creation, and customer and product information research can enable salespeople to seek more opportunities.
» Obtain post-sale insights: with the help of Copilot, get analyses of your active customers and find upsell and cross-sell opportunities.