Dynamics 365 Sales At Your Fingertips

Drive Sales Productivity With AI-Powered Chatbots

Empower your sales team with an intelligent sales assistant to enable instant access to sales insights and automation for routine CRM tasks.

By integrating with Dynamics 365 Sales, our custom AI-powered chatbot can send sales reports, customer insights, marketing collateral, and allow sales reps to update leads without ever leaving Teams.

Accelerate your organization's sales cycles, increase wins, and reduce lost opportunities

Chat Mode works with organizations to create customized AI sales assistants for Microsoft Teams that integrate with Dynamics 365

Our sales chatbots are custom tailored with specific modules based on a sales organizations specific needs

Update Sales Data
Module

Contacts

Account

Lead

Opportunity

Access Sales Reports
Module

Sales pipeline

Conversion rates

Average deal size

Won/lost deals

Download Sales Collateral
Module

Battlecards
Sales decks
Datasheets
RFP responses

Retrieve Client Information
Module

Invoices
Margins
Contracts
Case studies

Sales Collateral Chatbot Module

Sales reps spend less than 36% of time selling (And Less Than 18% In CRM) due to manual tasks and processes.

Our Dynamics 365 chatbots help sales reps save time and sell more effectively by making it simple to retrieve, create, and update CRM information.

Streamline Your Sales Workflows With Microsoft Teams Chatbots

Example: Access Dynamics Sales Reports

The Old Way - 6 Steps | Multi-step Process

The New Way - 1 Step | AI-Powered Chatbot

Increase Revenue

Increase revenue by enabling sales reps to access the information they need, when they need

Optimize Productivity

Optimize productivity by turning overly complex workflows into user-friendly experiences

Decrease Costs

Reduce costs by cutting down on time consuming tasks & errors that decelerate sales efforts