Best AI Sales Assistants for Microsoft Dynamics 365

Transform Your Engaged Website Visitors into Sales-Ready Leads – Without Investing a Single Hour of Work. With our cutting-edge WebID +Person identification system, we pinpoint and identify the most engaged visitors on your website. These high-potential prospects are the ones we prioritize, maximizing the effectiveness of your sales initiatives. Harness the capabilities of AI to seamlessly convert your website traffic into leads that are ready for meetings. Allow our AI Sales Representative to take charge of identifying and engaging with prospects, freeing up your sales team to focus on closing deals. Our AI Sales Rep is committed to generating new opportunities for you. By exclusively targeting new prospects, we ensure that your existing customers and familiar leads are not retargeted. This strategic focus empowers your sales team to turn fresh leads into loyal customers, enhancing your outreach and productivity without redundancy. Experience the potential of engaging untouched prospects with our intelligent lead generation solution.

Dialpad's AI Sales Assistant enhances the efficiency of sales teams by delivering immediate insights throughout their calls. It automatically records conversations, identifies essential highlights, notes action items, and provides AI-generated suggestions for follow-up actions. By equipping sales representatives with quick access to vital information, the AI Sales Assistant enables teams to remain organized, boost their performance, and concentrate on nurturing relationships rather than being bogged down by note-taking.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Expand your audience with our versatile engagement platform that utilizes genuine data, tailored strategies, and comprehensive automation. Successfully connecting with the appropriate individuals at the optimal moments is essential for fostering a robust network. With our industry-leading email sourcing and sequencing, you can effectively target the key players who are crucial to your success. Our unique lead generation technology helps you draw in knowledgeable, professional, and high-caliber prospects. Furthermore, our system is designed to integrate seamlessly with all your preferred sources. Through data enrichment, we gather precise contact details, ensuring each new prospect is verified so you never miss out on potential opportunities. Additionally, Buzz generates insightful reports that highlight actionable improvements, allowing you to drive ongoing growth and enhance efficiency. Automated sequential cadences facilitate well-timed follow-ups for your direct messages and subtle engagement points, ensuring that every interaction is as impactful as possible. By leveraging these features, you can truly elevate your outreach efforts.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

Call Optix is an innovative platform that utilizes AI for sales intelligence and voice analytics, turning customer interactions into actionable revenue insights. It provides automatic transcription and analysis of each call, incorporating sentiment analysis and dynamic tagging to uncover trends and identify upselling possibilities. Additionally, the AI is capable of extracting tailored fields pertinent to your business, such as check-in dates, policy numbers, and vehicle preferences. Performance scorecards for agents evaluate call quality and efficiency, offering managers insightful visibility regarding both strengths and areas needing improvement for focused coaching. The Business Intelligence Dashboard functions as an up-to-the-minute command center, displaying call metrics, talk time, and revenue statistics, while the visual Sales Board and Pipeline Funnel facilitate the tracking of deals through customizable stages, complete with win/loss ratios and conversion information. By streamlining the entire process from lead acquisition to deal management while maintaining a comprehensive activity history, Call Optix integrates conversation intelligence and CRM into a single platform, supported by AI agents that manage bookings, qualify leads, and conduct follow-ups effectively. This cohesive approach not only enhances operational efficiency but also empowers teams to make informed decisions that drive sales growth.

Humantic serves as an AI tool designed for recruiters and sales experts, enabling them to grasp an individual's distinct personality traits, understand their decision-making processes, and tailor communications to enhance engagement. By leveraging publicly available information, resumes, or written communications, Humantic eliminates uncertainty from interactions, making cold calls and conversations significantly more effortless. When it comes to emails, there's no need for you to draft them anymore, as Humantic generates personalized messages tailored for each recipient. The essence of deal-making lies in understanding people, and with Humantic's predictive capabilities, you'll be equipped with insights into what truly resonates with decision-makers. With personalized guidance from Humantic, you can communicate with confidence, ensuring that your messages hit the mark, whether through email or during calls. Even as meetings transition to virtual platforms and lunches become online gatherings, your professional relationships will continue to thrive and strengthen over time!

Software designed to assist in the creation and management of a team of intelligent sales robots is available. You can establish a squad of sales robots capable of sending emails, qualifying leads, and enhancing your sales pipeline significantly. Sales Innovator serves as a platform for businesses to assemble a fleet of AI-driven sales robots aimed at improving both outbound and inbound sales efforts. You have the ability to scale to an endless team of AI sales robots that can efficiently handle email communication and lead qualification, thus streamlining your sales process. These robots can serve as the initial point of contact for engaging with prospects who have recently shown interest online, including low-scoring leads and partner referrals. Additionally, they can follow up as the secondary contact after your sales representatives have made initial outreach attempts to highly interested prospects. Furthermore, these robots can initiate proactive communication with leads that have demonstrated interest in the past but have not been contacted for over 90 days, including those marked as closed or lost. The combination of these capabilities ensures that no potential lead is left unattended, maximizing opportunities for conversion.

xiQ offers a sales and marketing platform driven by personality that merges insights from neuroscience, psychology, and artificial intelligence to grasp the mindset of potential buyers. Tailoring the sales and marketing experience for each individual at every phase of their purchasing journey, xiQ’s innovative platform identifies and suggests crucial insights about companies and personalities, allowing for genuine connections with the target audience. By consolidating all necessary customer and prospect information in one centralized location, xiQ equips sales teams with the essential data they need to thrive. Furthermore, the platform reveals the personality traits of your contacts, enabling you to identify commonalities to leverage in your outreach efforts. With its first-party intent data and sales triggers, xiQ empowers you to engage prospects precisely when they are most receptive. At the heart of xiQ's functionality are behavioral insights, which inform every aspect from user profiles to content creation and campaign strategies. The platform automatically matches the most relevant content to the appropriate audience, ensuring that your marketing efforts resonate effectively. Additionally, xiQ keeps you informed about key developments, ensuring that you never overlook an opportunity to connect with your most important contacts. This comprehensive approach not only enhances engagement but also significantly boosts the likelihood of closing sales.

Bigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections.

ORM offers a user-friendly cloud-based platform that capitalizes on its profound knowledge in Optimization and Statistical Analytics. Their cloud solutions are specifically designed to boost the Sales and Marketing operations within organizations. Among these are the Optimized Sales Management and Optimized Marketing Management solutions, both of which incorporate predictive analytics and optimization, alongside advanced reporting and data analysis capabilities. A key advantage of all these solutions is the promise of cost savings ranging from 5% to 15% or even more, coupled with significantly improved reporting and data handling. Additionally, ORM stands out as the sole sales and marketing performance analytics platform that provides actionable plans, equipping you with the insights necessary to drive revenue growth. ORM Technologies champions the idea that data should simplify decision-making processes, essentially acting as a dedicated data scientist integrated into your team. This commitment to enhancing operational efficiency ensures that businesses can make informed choices based on solid analytics.

How it works? 1/ An app that integrates with your preferred video calling software such as Microsoft Teams or Google Meet (We are also working on Zoom). 2/ The dashboard is where you can set up all your tools for your sales/csm teams You can use all of the sales/csm tools you have at your disposal for your videoconference: checklists and battlecards, sales pitches, battlecards meeting script, crm viewer, crm qualifier, and crm viewer. 3/ Transcription of and recording of meetings Access the audio recording and the written transcription of your video conference call to improve, find information or simply report on the meeting. 4/ Analytics and Interactive Report The interactive report will show you the complete agenda of your meeting. You can measure your performance with statistics

Advanced eMail Marketing Software Looking for software that will help you communicate professionally with customers, members and other target groups? Spotler Mail+ will be the best choice for you! Spotler Mail+ automates email marketing with ease. Spotler Mail+ allows you to easily: >> Send beautiful emails >> Set up automated email campaigns >> Create templates that suit your style >> Landing Pages with forms >> And more!

Donna transforms field sales by acting as a smart, always-on assistant that keeps reps prepared, organized, and in motion. The platform deeply integrates with CRM systems, calendars, and email platforms to ensure every task, update, and follow-up is handled accurately and on time. Sales teams benefit from automatic syncing of meeting data, route planning, and activity tracking without needing to enter information manually. Donna’s advanced workflow intelligence helps reps stay ahead of appointments and ensures that no opportunity slips through the cracks. Organizations can rely on Donna’s strong security posture, backed by leading compliance frameworks and ISO 27001 certification. With endorsements from major partners like PwC, Deloitte, and Plaud, Donna has proven its value across enterprise ecosystems. Teams using Donna report faster sales cycles, less administrative overhead, and a smoother end-to-end customer engagement process. As the only AI assistant purpose-built for field sales, it stands out as a practical and high-impact tool for modern sales organizations.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

Prepare in advance by adding participants and organizing essential documents, brochures, or pertinent products. Optimize every meeting by having marketing and sales materials readily available in one location for easy searching, presenting, and sharing. Demonstrate your expertise in the product through an interactive catalog that includes detailed descriptions, specifications, videos, and useful links. Effortlessly share and monitor an automated summary of the meeting with potential clients through a mobile-friendly website. Beehivr enhances your existing CRM solutions by seamlessly integrating meeting summaries, customer opt-in information, insights, and feedback directly into your CRM while you're on the move, ensuring nothing is overlooked. This efficient system not only streamlines communication but also fosters stronger relationships with clients.

Harnessing award-winning AI reasoning and contextual knowledge, the eGain Sales Advisor™ transforms all sales representatives into top performers by delivering in-the-moment conversational and procedural guidance. This innovative tool allows agents to engage with customers by identifying their needs through dialogue, rather than inundating them with excessive product details. Additionally, the benefits of this solution can be amplified by integrating it into self-service options. When implemented for customer self-service, it mimics the conversational support that a live agent would provide, ensuring a seamless experience. Furthermore, the system enhances the follow-up coaching and nurturing process through the use of virtual assistants, messaging, notifications, and comprehensive analytics—all consolidated on a single platform. This cohesive approach not only facilitates closing sales but also cultivates long-term relationships, ultimately increasing customer loyalty and maximizing revenue potential. By embracing such technology, organizations can significantly elevate the quality of their customer interactions.

Engage, educate, and empower your clientele by transforming their searches into insightful, contextual dialogues that yield results. Zoovu stands as an advanced omni-channel digital commerce search platform powered by AI, designed to enhance the connection between businesses and their customers across various touchpoints. This platform facilitates genuine interactions that lead to tangible, actionable outcomes, ensuring exceptional customer experiences through flawless integration. Seamlessly incorporate conversational commerce into every aspect of the customer journey, spanning webshops, channel partners, in-store kiosks, chatbots, and even voice and visual commerce. By asking the right questions tailored to customers’ unique needs and preferences, Zoovu allows for the effortless creation and customization of dynamic conversations within the platform. Moreover, it automatically translates product attributes into specific customer desires, while simultaneously emphasizing the value of each product, thereby enriching the overall shopping experience and driving sales. This holistic approach not only meets but anticipates customer expectations, fostering loyalty and satisfaction.

Enhance your sales team without increasing headcount by utilizing Aktify's virtual AI agents. With Aktify, you can rest easy knowing that an infinite number of previously neglected leads will be engaged at scale, consistently funneling potential customers directly to your sales team. This is not just another SMS chatbot; the SMS AI is designed to comprehend context, informal language, and user intent. As a result, the messages your leads receive come across as if they were sent by a genuine person, ensuring that they get tailored responses in real-time. When a lead interacts, your SMS AI agent swiftly decodes the reply and determines the next course of action autonomously. Aktify’s AI agent establishes numerous touchpoints, exhibiting more assertiveness than a human representative while adhering strictly to its programmed persistence. Capable of managing thousands of conversations at once, your virtual agent can keep pace with any lead volume you generate, allowing your sales efforts to scale without limits. This innovative solution not only optimizes lead engagement but also boosts overall sales productivity.

Viva Sales utilizes the capabilities of generative AI to facilitate the automatic generation of content within Microsoft 365 applications, leading to enhanced engagement with customers and improved productivity for sellers. By leveraging generative AI alongside integrated CRM and Microsoft 365 data, you can access real-time insights and automate content creation, allowing you to focus on what truly matters—building connections with your customers. The platform streamlines relationship-building by automating tasks like email generation and the collection and entry of data using AI technology. Achieve greater efficiency with actionable insights seamlessly integrated into your workflow, combining information from Microsoft 365 applications with virtually any CRM system you use. Maintain your momentum with analytics powered by AI that offer helpful recommendations and timely reminders. Regardless of whether your company uses Salesforce or Dynamics 365 Sales, you can always remain informed and up to date on your customer interactions. Embracing these tools not only enhances your workflow but also transforms how you engage with clients.

Identify and engage the most promising technology purchasers from your ideal accounts and beyond. Our innovative software, combined with premier SDR services, fosters a reliable and consistent sales pipeline. Equip your SDRs with essential data that enables them to discover, persuade, and secure top-tier B2B accounts. Amplify your sales team's productivity by supplying them with pre-qualified leads that enhance pipeline consistency and reliability. Leverage our dynamic, real-time database, which is fueled by 50,000 calls each week, to locate tech buyers who are currently seeking your solution. We integrate human-verified insights with advanced AI algorithms to minimize research time and focus on the accounts most inclined to make a purchase. With precise contact details and enhanced insights, such as optimal calling times, connecting with prospects has never been easier. Empower your SDRs with impactful buyer insights and pain points to enhance their credibility, facilitate engaging discussions, and secure a higher number of meetings. Additionally, our system provides ongoing support and updates to ensure your team remains informed and effective in their outreach efforts.

Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.