3 ways to boost your sales with contextual analysis features in Sales Insights

What can artificial intelligence do for you in the Sales Insights application? In the last article in our series on AI in Microsoft Dynamics 365 CE, we started exploring the Sales Insights offering. As previously mentioned, the AI functions in Sales Insights fall into 3 categories. Having explained embedded intelligence, this time you will learn more about the set of Contextual Analysis features. Unlike embedded intelligence, which primarily serves as a virtual assistant to aid your organization, the contextual analysis functions scrutinize your data to assess your opportunities and help you close sales. Here are three possibilities that the contextual analysis functions in Sales Insights open for you:

1 - Analyze Your Relationships

Thanks to the machine learning in Sales Insights, you can evaluate your relationships with your clients based on your data. For your salespeople, this is an ideal tool to monitor their relationships and receive reminder notifications when certain prospects are overlooked. For your managers, it's a great way to track the evolution of your salespeople's work and help them perform better.

2 - Benefit from Predictive Scoring of Prospects (leads) and Opportunities

To benefit from this service, you must have in your history:

• a minimum of 100 qualified leads and 1000 disqualified  
• OR a minimum of 40 won opportunities and 40 lost

Based on these different cases, the artificial intelligence will construct a unique formula, corresponding to the operation of your company. Based on your past and lost opportunities, as well as tasks, emails, and a multitude of other data, the tool calculates your percentage of winning a given opportunity. Moreover, you don't need to specify which data are positive or negative. By analyzing your past cases, the tool calculates whether an element has historically been positive or negative depending on the proportion of won opportunities in which it is found. You may therefore be surprised by the reasons that can be considered to obtain your percentage.

3 - Connection Information (Who knows whom)

This feature allows you to be informed about people in your organization who have interacted with your prospect. You will know precisely within the organization if another member has already been in contact with this prospect, as well as their level of engagement. This will enable you to close the sale more easily.

In short, these three features help you better analyze your data to close more sales, falling under the category of contextual analysis functions. In the next article, you will see what you can achieve thanks to the third category of artificial intelligence in Sales Insights: the AI sales portal. Want to learn more about best practices for optimizing your CRM solution? Contact one of our experts for personalized advice.

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This article was made possible thanks to the expertise of our CRM business analyst, Samuel Boulanger.