Integrated Sales Forecasting, Pipeline History Tracking, Activity Tracking & Sales Reporting

Combine all of your sales & marketing data across Dynamics CRM, marketing, sales prospecting & customer success systems

Accurate, up to the minute, shared and centralized insights for sales reps, sales managers, sales operations, & sales executives.

Capture every change in your Microsoft Dynamics CRM based sales pipeline.
Recreate your pipeline "as-of" last day, month, week, quarter or year and compare side by side to identify trends and anomalies.
Analyze flow of opportunities through sales funnel to identify bottlenecks based on historical data capture.

Out-of-box sales forecasting with AI-based deal scoring.
Map your existing lead and opportunity stages from Microsoft Dynamics CRM to customizable sales forecasting categories.
Get an accurate view of your quarter. Let funnel movement and rep-activity identify at-risk deals.
Prioritize deals to based on historical Microsoft Dynamics CRM data to maximize revenue attainment.

Automated CRM (task, call & notes etc) as well as Email / Calendar ( inbound / outbound messages) activity capture
Automatically map activities to your existing contact, lead and opportunities in Dynamics CRM..
Accelerate Account Based Sales campaigns by tabulating activities by target accounts & identifying target accounts with low engagements
Qualitative engagement score for target accounts based on NLP powered email text analysis, meeting attendance rate and "reply-rate" cadence

Provides integrated analytic and reporting capabilities for Microsoft Dynamics CRM data in combination with lead nurturing data from other systems like Marketo / Dynamics & Email / Calendar data from office 365/ Gmail.
Adds ability to track all changes to Dynamics 365 CRM data and enables pipeline & lead history inspection, allowing sales teams to compare changes to pipeline and lead statuses between any two time periods
Adds sales forecasting capabilities to Dynamics 365 CRM, enabling AI based deal scoring and quota attainment predictions.
Adds automated activity capture & NLP based qualitative engagement scoring for target accounts to empower account based sales initiatives