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In a very easy-to-read pipeline with customizable columns, each sales executive can track their tasks and sales effectively.
Monitor your sales progress and track your KPIs through graphs and dashboards!
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Qualify your leads and manage your opportunities.
Dynamics 365 offers AI-based models to prioritize tasks for opportunities with the highest business potential.
Have access to a timeline of all contacts with each client and use Copilot to generate summaries for each opportunity, useful notes for future meetings, and suggest next steps to close the deal.
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Create emails and calls with AI assistance, based on drafts and summaries generated by Copilot, which can also provide KPI analysis and task suggestions.
Use insights from the tool to guide sales and create automated action sequences that will boost your sales team’s productivity.
Monitor the performance of your entire team, forecast revenues, and track all your objectives with intuitive graphs and customizable dashboards.
With the help of Artificial Intelligence, gain real-time insights that will help you understand what customers need, how they consume, and which strategies are most effective.
Design a customer journey that will create lasting connections. Create differentiated flows for each type of consumer, improve your processes, eliminate noise from the journey, and optimize team productivity using CRM.
Automate accounting routines to ensure that all tasks are completed. Use dashboards and sales forecasts to identify which months need more attention and which sales should be prioritized.
K2M customizes the Microsoft Dynamics 365 platform according to your industry and the specific needs of your business. Boost your business efficiency with Microsoft Dynamics 365 solutions!
