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Build Relationships and Increase Revenue with...LinkedIn Enrichment. LinkedIn message data not in Relationship Analytics (Requires Sales Navigator) Relationship Analytics. Stay on

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Page 1: Build Relationships and Increase Revenue with...LinkedIn Enrichment. LinkedIn message data not in Relationship Analytics (Requires Sales Navigator) Relationship Analytics. Stay on
Page 2: Build Relationships and Increase Revenue with...LinkedIn Enrichment. LinkedIn message data not in Relationship Analytics (Requires Sales Navigator) Relationship Analytics. Stay on

Build Relationships and Increase Revenue with Dynamics 365 AI for Sales and Marketing

Presales Architect

Email: [email protected]

Phil Dudovicz

#HSCCATLANTA19

Client Service Principal

Twitter: @[email protected]

Beth Barnes

#HSCCATLANTA19

Sales and Marketing

Page 3: Build Relationships and Increase Revenue with...LinkedIn Enrichment. LinkedIn message data not in Relationship Analytics (Requires Sales Navigator) Relationship Analytics. Stay on

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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