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Build Relationships and Increase Revenue with Dynamics 365 AI for Sales and Marketing
Presales Architect
Email: pdudovicz@hitachisolutions.com
Phil Dudovicz
#HSCCATLANTA19
Client Service Principal
Twitter: @bbarnes@hitachisolutions.com
Beth Barnes
#HSCCATLANTA19
Sales and Marketing
AI for Sales Overview
Customer Insights
Extending AI Capabilities
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C O N T E N T S
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AI For Sales
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AI for Sales
• AI for Sales Day In The Life Overview• AI for Sales Manager Dashboard• Chat to ID Opportunities (Teams)• Opportunities by Relationship (D365 View)• Research Contact (D365 Contact)• Who Knows Whom/Relationship Health (Mobile)• Notes Analytics (D365)
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In-App Intelligence Capabilities
Email EngagementStay engaged with your customers by analyzing email interactions
Auto CaptureSpend more time selling with automated data capture
Relationship AssistantFocus on what’s important in your pipeline with your personal sales assistant
Relationship AnalyticsStay on top of your relationships and uncover new ones
Predictive Lead ScoringPrioritize your leads
Office Graph APIs
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In-App Intelligence Capabilities
Relationship Assistant v2 (Notes Analysis)Take quick actions on your timeline notes
Connection Insights - Who Knows WhomGet introduced to your prospects
Connection Insights -Talking PointsNever forget details about your stakeholder
Relationship Analytics -LinkedIn EnrichmentLinkedIn message data not in Relationship Analytics(Requires Sales Navigator)
Relationship AnalyticsStay on top of your relationships and uncover new ones
Predictive Lead ScoringPrioritize your leads and know where to best spend your time
FALL 2018 GA
Predictive Opportunity ScoringPrioritize your leads and know where to best spend your time
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AI for Sales
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AI for Sales
Increase seller productivity with contextual prompts that suggest new records to create based on intelligence gleaned from unstructured data entered by sellers (e.g. new contact, activity).
Empower sellers to deliver personalized and relevant interactions based on embedded insights that recommend talking points for building rapport.
Show sellers the colleagues who are already interacting with a prospect and can provide an effective introduction based on Office 365 activities.
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Sales Manger Dashboard
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Teams Chat
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Opportunities by Relationship
Opportunities by Relationship
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Predictive Opportunity Scoring
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Talking Points/Relationship Assistant
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Mobile Device - Meeting
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Notes Analytics
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Sales Manager Dashboard
Sales Manager Dashboard
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Customer Insights
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A tool designed for Sales and Marketing teams to build customer segments A Dynamics 365 offerings that can work in concert with other
Dynamics products Very easy to deploy and use. Designed so that non-technical people can administer it
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Master Data Management Solution Although it does match customer information from multiple sources like a Master Data
Management solution Although it does data augment like a Master Data Management Solution
A Data Hub Gather client data for reporting purposes only there is no feed back to source systems
Data Governance Tool Like any data centric offerings business rules could be created here if needed but its not
the focus of the tool
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Build the Data Sources A Data Source Contains one or more data sets as entities Populate the entities using the Dynamics data connectors Use power query to tidy up the source data
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Configure the data entities Map – Map data entities to common data schema entities Match – Match members between data entities to align the different customer entities Merge – merge the matched members into a single entity Enrich – Add interesting data points to the merged members Activities – Add data entities that show a time element Relationships – Add data entities that have a one to many relationship
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Segments are used to classify Customers Creating a Segment Requires A unique name Audience Type One or more filters
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Extending Capabilities
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Hitachi Solutions
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Hitachi Solutions
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