Hitachi Solutions Engage for Conversation

Elevate Dynamics 365 to the next level

Engage for Conversation provides a fast, intuitive companion application built to improve user satisfaction and simplify the experience while leveraging your existing Microsoft Dynamics 365 system. Engage for Conversation enhances productivity enabling users to create, access, and update details, activities, and notes by talking, texting, or touching the application across their devices in a seamless experience.

Engage for Conversation solves user engagement issues by bringing a mobile-first application with embedded chat, extensible with PVA, and sophisticated user activity insight.

BENEFITS INCLUDING

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, including notes about your interaction, so you know meaningful details.

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 SETUP

* Instant connection and immediate configuration based on the metadata of the connected Dynamics365 or Power App instance.