The Future of Selling: Guided, Intelligent, and Fully Integrated CRM Workflows

Unifying sales, data, and CRM intelligence to accelerate every stage of the revenue journey.

Sales Complexity Demands Modern Selling

Sales today is more complex than ever. Buyers expect immediacy and personalization. Sellers juggle fragmented tools, manual tasks, and a lack of real-time visibility into customer history, engagement patterns, and next steps.

Without a unified, intelligent CRM platform, your team risks lost opportunities, longer cycles, and inconsistent execution.
This live demo showcases how a modern CRM—augmented by a Sales Accelerator layer —empowers your organization with:

Reserve My Spot

Zero-touch-finance-automated-accounts-payable-d365-demo

4/12/202511:00am EST30 minutes
Revolutionize Accounts Payable with Zero-Touch Finance Powered by Dynamics 365 & AI

What You’ll See
in the Demo

Sales Hub Workspace

A modern seller dashboard with prioritized “Up Next” actions, sequence progress, and account intelligence.
Automation

Lead Qualification & Sequence Assignment

Automated lead capture, scoring, and assignment with guided, sequence-driven outreach.

Opportunity Management

Stage-based guided selling supported by AI insights, next-best actions, and win-probability scoring.
Identity Access Management

Quote-to-Close Flow

Creating quotes, managing approvals, and tracking customer engagements—all from a centralized CRM workspace.
Cloud Management

Analytics & Forecasting

Visual dashboards that display pipeline health, risk indicators, expected revenue, and seller performance metrics.
Process Automation

Mobile Selling Experience

How sellers use mobile or Teams to update notes, capture meeting insights, and advance deals in real time.
Logistics

Who Should Attend?

Learn how guided selling drives consistency and scale
Explore CRM modernization to enhance productivity and visibility
Understand how CRM insights streamline quote-to-close
Evaluate integration patterns, data unification, and platform scalability

Meet our Experts

Neha Bhagat
As Senior Director & Practice Head – Microsoft Dynamics at Korcomptenz Inc., Neha Bhagat leads transformative client solutions using Microsoft Dynamics 365 expertise.

Why Korcomptenz?

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