• US-based chemical manufacturer
    • Using Dynamics 365 Sales from last 5+ years
    • Global sales team of 1000+ members across regions – APAC, EMEA, & Americas

85%

Successful adoption across sales team

As per user feedback & satisfaction surveys

40%

Faster response time

QoQ Dynamics 365 activity log analysis

76%

On-time activity completion

Sales team performance metrics

>70%

Forecast precision

Compared YoY Q3 sales & revenue reports

Context

    • 100+ business units and 180+ teams
    • Ad-hoc tools for communication
    • Diverse engagement approaches
    • Excel-based tools for sales forecasting

Challenge(s)

    • Inconsistent email communications
    • Lack of personalization across customer interactions
    • Lack of adherence to established best practices
    • Error-prone forecasts
    • Missed revenue opportunities

Solution

    • AI-driven email assistance  ​
    • Suggested engagement activities based on history  ​
    • Sequences of sales activities to guide sellers
    • Proactive notifications   ​
    • Visual sales predictions and forecasts