The Yesflow Digital Assistant is an AI powered voice and chat experience for Microsoft Dynamics 365. It helps you create, access and update details and notes about contacts, companies and opportunities through a simple conversational experience.
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 YOUR CUSTOMERS
* 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 YOUR 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.
* Update sales stage, close date and any other details with two clicks.
SEAMLESS SET UP
* Instantly connect any Microsoft Dynamics 365 online environment.
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 YOUR CUSTOMERS
* 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 YOUR 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.
* Update sales stage, close date and any other details with two clicks.
SEAMLESS SET UP
* Instantly connect any Microsoft Dynamics 365 online environment.
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