Microsoft Dynamics Sales Insights is available via an additional license that can be added to Dynamics 365 Sales Enterprise plans. Sales Insights uses AI and data science to help users gain more clients, build stronger relationships and sell more efficiently. It quickly detects trends in customer needs and expectations by analysing best practises, sales process alignment and all available data in the system. It can then predict scores and offer prescriptive advice to help your teams convert more opportunities.Get in touch to discover more
Utilise valuable insights to regularly enhance performance within your Sales Team
Analyse previous conversations and successes to strengthen customer relationships
Use Auto Capture to analyse previous email messages and past conversations
As part of the Microsoft Dynamics 365 Sales suite, Sales Insights is designed for use by Sales Executives to better understand their clients and streamline their customer relationships. The service is used across all industries for any role with a client-facing component. Alongside Sales, Sales Insights provides advanced analytics is useful for training and management purposes.
It comes with a prebuilt, customisable dashboard complete with a list of clients, predictive scores, communication suggestions and a useful to do list.
Sales Insights is an add on for Dynamics 365 Sales Enterprise licenses priced at £37.70 per user/month on a 12 month term.
The in-built Artificial Intelligence (AI) offers competitor analysis and suggestions as to how you can stay ahead of the game and win clients from other companies. The prediction and prioritisation feature shows the intent that a customer is likely to buy, which enables you to work more efficiently and not waste time chasing dead opportunities.
The Virtual Assistant ensures that client relationships are healthy and run smoothly. With the assistant to help you with conversation starters, time prompts and risk alerts, you no longer have to worry about pitching the right solution at the right time.
For Managers, the benefits of Sales Insights are huge, they can be quickly alerted to any risks, spot areas employees need to improve on and identify specific cases which are going downhill. This enables Managers to manage employees more effectively and identify gaps in training specifically in the areas they need it most.
Some of the Sales Insights features are included within Dynamics 365 Sales, additional premium features require a Sales Insights license.
Mobile Assistant: Sales Insights comes with a Mobile Assistant who works behind the scenes to organise your workload. Your Assistant can prioritise your work stream and offer proactive suggestions, including meetings notes, briefs about your customer and their company. It can also suggest how a client normally interacts with emails, when the best time to contact them is and even offer drafts of communications for you.Find out more
Conversation Insights: Microsoft Dynamics Sales Insights will automatically transcribe and analyse the content, sentiment and speaking style of a client conversation. You will be given insight into what your customers respond positively to and can pass on this information to other people within the Sales Team.
Relationship-building: The integration with Microsoft Exchange means that Sales Insights has access to Exchange data which it will use to determine which colleagues already have a relationship or have had a past relationship with potential clients. Client introductions can then be assigned to those with an existing relationship to ensure a warm introduction and higher chance of conversion.
Talking Points: Once relationships are established the AI-guided selling within Sales Insights helps to build trust by offering personalised talking points and specialised next action suggestions. Embedded AI scans communications to recommend details that could be used as a conversation starter, be it a holiday, sport event or family news which could be mentioned. This is particularly valuable if your Sales Team manage large customer volumes.
Risk monitoring: There is a monitoring capability built-in to ensure that all relationships are kept professional and avoid risks. The integration with Dynamics 365, Office 365 and LinkedIn allows the AI to monitor communications and create a relationship health score based on the data. This allows sellers and managers to mitigate risks and prioritise safety.
Forecasting: Sales Insights provides accurate sales predictions based on the current sales pipeline and historical performance. The AI-driven nature of the forecasts mean they are less biased and report less errors than human forecasting. Predictions are visualised with snapshots and deal flows, allowing you to track and analyse changes.
Buyer Insights: AI analysis allows Sales Insights to detect which clients are most likely to buy and tell you to prioritise them accordingly. Each account is assigned a carefully calculated predictive score of the probability a lead converting into a sale. The higher the probability the more likely they are to buy. Users are able to customise the signals which contribute to the predictive score to ensure that it aligns with your strategy.
Accelerate sales: Sales Insights’ AI predictions and prescriptions help you stand out from the competition and gain more buyers. Sales Accelerator speeds up the sales processes into efficient short cycles. It will help you identify the next best customer and tell you the best ways to interact with them. (This feature is currently in the process of being launched)
Management: As a Sales Manager or Coach, Sales Insights gives you the information you need to effectively train your staff. You can gain visibility into conversations, flag risks and provide feedback with built-in coaching tools.
We first approached Infinity Group to help us transition from our old CRM to Dynamics 365. The scoping and implementation was run very professionally and all ongoing customisations and support issues are handled efficiently by the friendly support team.Angela Carslake, Marketing Manager @ Quantum Design
Stat source: Vanson Bourne & Dell EMC – Digital Transformation Index
Microsoft Dynamics 365 for Sales replaces Microsoft Dynamics CRM. This powerful business application...Read More