Event
On Demand Webinar- Power your channel sales process with Microsoft Dynamics 365 Sales
Helping financial services organisations create a collaborative sales process with Intermediaries and IFAs to accelerate revenue growth and client experience
This webinar explores how Microsoft Dynamics 365 Sales and Copilot for Sales empowers firms, advisors and intermediaries with generative AI & and automation to securely collaborate, streamline end-to end-client processes, and win more deals.
Learn how you can:
- Discover how Dynamics 365 Sales provides end-to-end visibility of intermediary channels, enabling collaborative sales processes with channel partners while ensuring regulatory compliance.
- Leverage automation and AI through Microsoft Copilot for Sales to gain a 360-degree view of client portfolios, personalize customer engagements, and optimize customer lifetime value.
- Empower your intermediary sales team by providing real-time access to end-client processes, reducing the need for updates.
- Seize the right moment to close deals with real-time business insights, revolutionizing your channel sales strategy!