In the competitive landscape of sales, every minute counts. The ability to streamline processes, automate tasks, and access valuable leads swiftly can make all the difference in closing deals efficiently. Enter GO-SalesAssist, a groundbreaking plug-in designed to transform the Dynamics 365 CRM experience for sales managers and teams.
Unleashing Efficiency through Automation
GO-SalesAssist is a game-changer, offering a suite of features geared toward improving productivity and efficiency. One standout feature is its address autocomplete powered by Google. Imagine the luxury of typing just a few letters of a company’s name and instantly having the system predict and fill in the correct company name and address details. This not only saves time but also minimizes manual data entry, freeing up resources for more critical tasks.
Intelligent Lead Generation at Your Fingertips
Sales success often hinges on having access to the right leads. With GO-SalesAssist’s Lead Scout tool, sales managers gain access to an intelligent search capability that goes beyond traditional methods. By entering relevant keywords and specifying search criteria, this tool scours the vast Google database, presenting a curated list of potential leads, saving invaluable time spent on manual searches.
Ensuring Data Accuracy and Compliance
The VAT Number Validation feature integrated into GO-SalesAssist is a game-changer for businesses dealing with entities in the European Union. By seamlessly tapping into the VAT Information Exchange System database, sales teams can effortlessly validate VAT numbers directly within Dynamics 365. This not only saves time but also ensures data consistency, offering a significant advantage in data-driven decision-making.
Streamlined Workflow and Seamless Transitions
The Follow-up Activity Automation feature is a lifesaver for sales representatives. This functionality allows for seamless planning and scheduling of next steps within the same window they’re currently working in. As tasks are completed, the tool automatically transfers filled fields to the next activity, ensuring a smooth handover of information and workflow continuity.
Enhanced User Experience with Country Lookup
The convenience of the Country Lookup feature cannot be overstated. Users can easily select countries from a list, ensuring data integrity and improving the overall user experience. Moreover, through integrations, country information can be automatically populated, reducing errors and enhancing efficiency.
In a world where time is money, GO-SalesAssist emerges as the ultimate ally for sales managers seeking to optimize their Dynamics 365 CRM experience. By embracing this plug-in, businesses can revolutionize their sales approach, unlocking newfound efficiency, accuracy, and growth opportunities.
Experience the power of GO-SalesAssist and witness firsthand how it can transform your sales team into a productivity powerhouse within Dynamics 365 CRM.
Read more about GO-SalesAssist here