Business Value
Marketing interactions, like attending a product demo or engaging with a targeted email campaign, are powerful signals of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the Sales Qualification Agent automatically surfaces key insights from recent marketing activities such as email opens, link clicks, event registrations and attendance, and form submissions.
This seamlessly bridges the gap between marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales, saving significant time and costs. This ensures sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.
Feature Details
As a seller, you can see the marketing insights from within the lead insights page. With these insights, you can gain deeper context for every lead, enabling more timely, relevant, and personalized engagement. For example, you can easily see if a lead recently attended a webinar and interacted with multiple product emails—all from within your sales workflow.
This feature is enabled by default for customers using both Dynamics 365 Sales and Customer Insights - Journeys.
Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Sales management and operations
Turn marketing engagement into actionable insights for sellers
Business Value
Marketing interactions, like attending a product demo or engaging with a targeted email campaign, are powerful signals of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the Sales Qualification Agent automatically surfaces key insights from recent marketing activities such as email opens, link clicks, event registrations and attendance, and form submissions.
This seamlessly bridges the gap between marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales, saving significant time and costs. This ensures sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.
