Dynamics 365 Integration

Maximize Impact
Improved Accuracy
Deal Predictions
Fully Automated
Power Up Your Dynamics 365

Effortless lead your team with visualized 360 pipeline views, missed activity tracking, and automatic historical capture. Empower your Dynamics to provide an easily supported gold mine of information for a fraction of the cost.

Fully Visualized Pipeline

Make managing your sales team easier than ever before with our revolutionary visual solution to Dynamics CRM. See a crystal clear view of your pipeline and easily identify the areas that need your attention with visual representations that are easy to understand.

Increase Forecast Speed and Accuracy

See how all of your deals rank against each other, view individual and team quota achievement projections, and share instantly generated quarterly revenue forecasting projections with a single click. Break down forecasts by team, region, and even individual reps in seconds.

Stop the Snapshots

Never snapshot again with automatic history capture viewable directly within Dynamics. Every metric, KPI, and pipeline change is visual, giving you historical context so you always make confident decisions.

Improve Efficiency

Effortlessly compare and visualize any metric across sales reps, time segments, or lead sources side by side with pre-built views recommended based on your goals. Share your findings with any team member directly into their inbox with just one click. Align on the areas for improvement and scale your sales faster than ever before.

Solidify a Data-Driven Process with AI

Utilize machine learning to guide initiatives on improving your sales process. Be alerted to areas that need your attention automatically and track the results of initiatives without clutter.

Identify Hidden Bottlenecks

Easily spot clogs in your sales process with side-by-side velocity views at any stage of the funnel. See the breakdown of what drives velocity and how it can be replicated to the rest of your team.

Infuse your Dynamics 365 with AI that models predicted results based on history

Forecast based on individual deals and your team’s history, not funnel stage buckets and guess work


Instantly spot deal risk and know which deals are real so you can avoid surprises

The right deals at the right time
See every deal ranked by prediction, summary, and history all in one view. Increase sales velocity by focusing on the right deals at the right time.
  • Rank Your Deals
  • Focus On the Right Opportunity
  • Improve Win Rate

Zero On-boarding Integration

Insight views are ready out of the box without the need for tricky report building from scratch.


Get your account up and running instantly without the need for a million meetings and contracts.

Ready to move your Dynamics 365 team to the next level?
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FORECASTING MADE EASY

Predict. Plan. Grow.

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Related Features
History
Tracking

Analyze key business metrics over time. Analyze how those metrics have changed over time (years,quarters, months). Gain valuable insight to better manage your sales team and process.

Sales Velocity
Tracking

One of the most informative metric important to every Sales Executive, yet seldom exposed for easy consumption. Delivered out of the box!

Industry
Benchmarking

Benchmark with others from your industry with side by side visualizations. Identify where to spend resources and what to improve.

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