Yesflow is the fastest, simplest CRM experience ever built for Dynamics.
The Yesflow Digital Assistant is an AI powered voice and chat product that sits on top of your existing Microsoft Dynamics 365 system. Yesflow is a companion product that makes CRM so simple and easy your users will constantly be on it. Users interact by talking, texting or touching on Apple or Android devices OR through a browser on a laptop. They create, access and update details, activities and notes about contacts, companies, opportunities, cases and other entities through a simple conversational experience and all of that data is stored within Dynamics 365. Solve your CRM user engagement issues with Yesflow!
BENEFITS FOR USERS
BE GREAT WITH PEOPLE
* Create new contacts by scanning a business card or adding them by voice or text.
* Share an iOS contact into Microsoft Dynamics 365 with one click.
* Auto-search for duplicates as you add a new contact or company.
* Add notes by voice or text so you’ll remember important personal details.
* View a contact’s complete history, so you know when you last interacted, how (by email, phone, text or appointment) alongside notes about your interaction.
KNOW THY CUSTOMER
* Find customer and prospect information instantly.
* Add notes to customer records on-the-fly.
* Be better prepared for meetings with customer dossiers sent to you in advance of upcoming meetings.
* View all customer activity in a single, centralized feed.
* Roll-up notes from deals and contacts to the account level for an accurate timeline of interactions.
RUN DEALS LIKE A PRO
* Auto-log activities as you do them.
* Access your personalized lists (My Opportunities, My Recent Contacts, My Top Deals, etc.) to stay on-track.
* Easily add a note by voice or text and see those notes rolled up at the account level.
SEAMLESS SET UP
* Instant connection and immediate configuration based on the metadata of the connected Dynamics365 or PowerApp instance.