Yesflow Digital Assistant 3.37

The Yesflow Digital Assistant is an AI-powered voice and chat tool designed for Microsoft Dynamics 365, facilitating the effortless creation, access, and updating of contact, company, and opportunity details through intuitive conversations.

Enhance Your Relationship with Clientele:

• Effortlessly generate new contacts by scanning business cards or inputting information via voice or text.
• Seamlessly integrate iOS contacts into Microsoft Dynamics 365 for enhanced accessibility.
• Automatically check for duplicates when adding new contacts or companies.
• Add notes verbally or through text inputs to safeguard essential personal details.
• Access a comprehensive overview of a contact's interactions, including timestamps and communication methods alongside interaction notes.

Gain Insights into Your Customer Base:

• Instantly retrieve customer and prospect data.
• Add impromptu notes to customer records with ease.
• Receive pre-meeting customer dossiers to enhance meeting preparedness.
• Aggregate all customer activities into a single, centralized feed for streamlined management.
• Consolidate notes from deals and contacts at the account level for a precise interaction timeline.

Elevate Your Sales Process:

• Automatically record activities as they occur.
• Access personalized lists such as My Opportunities, My Recent Contacts, and My Top Deals for efficient task management.
• Effortlessly append notes via voice or text, viewable at the account level.
• Update sales stages, closing dates, and other details swiftly with just two clicks.

Straightforward Implementation:

• Instantly establish connections with any Microsoft Dynamics 365 online environment.