Microsoft Dynamics 365 accounts researched and kept current

Ideas to put to work

Account planning and pipeline analysis across every client relationship.

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  Account plan for key clients

  Sofia reads an account's opportunities, cases and activities and drafts an account plan in Word with risks and growth options.

• F

  Meetings logged with next steps

  Sofia reads the Fireflies transcript and, with your approval, logs a note, updates the opportunity and creates the follow-up task.

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  Pipeline forecast

  Sofia reads open opportunities by stage and owner, builds the forecast in Excel, and charts the quarter against target.

• A

  Contacts kept current at scale

  Sofia enriches contacts through Apollo and, with your approval, updates titles and companies across hundreds of records.

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  Cases from client emails

  Sofia reads client issues in Outlook and creates a case linked to the account, with your approval.

Works well with

• Microsoft WordWord processor for letters, reports and contracts
• FFirefliesAI notetaker that records and transcribes meetings
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• AApolloSales prospecting database and engagement platform
• Microsoft OutlookMicrosoft's email and calendar
• SalesforceCRM for accounts, contacts and sales pipeline
• HubSpotCRM and marketing platform for growing businesses
• PPipedriveSales CRM built around the deal pipeline