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38:31

Episode 9 – AI to help your sales team

March 03, 2021

Show Notes:

0:27 – Skinny jeans are the new 90s mom jeans https://www.vox.com/the-goods/2021/2/16/22280755/tiktok-gen-z-millennials-skinny-jeans-side-part
0:48 – What else do we know about Gen Z? https://www.pewresearch.org/social-trends/2020/05/14/on-the-cusp-of-adulthood-and-facing-an-uncertain-future-what-we-know-about-gen-z-so-far-2/
4:45 – What is Sales Insights? https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview
5:50 – Standard vs. Premium features https://docs.microsoft.com/en-us/dynamics365/ai/sales/intro-admin-guide-sales-insights
6:20 – Use Power Automate for custom insight cards https://docs.microsoft.com/en-us/dynamics365/ai/sales/create-insight-cards-flow
7:45 – Sales Insights Standard feature: email engagement https://docs.microsoft.com/en-us/dynamics365/ai/sales/email-engagement
10:20 – Sales Insights Standard feature: auto capture https://docs.microsoft.com/en-us/dynamics365/ai/sales/auto-capture
13:40 – Sales Insights Premium feature: who knows whom https://docs.microsoft.com/en-us/dynamics365/ai/sales/who-knows-whom
14:25 – Sales Insights Premium feature: predictive forecasting https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-premium-forecasting
15:40 – Don’t forget to check out this blog recommended by Merlin on predictive forecasting https://cloudblogs.microsoft.com/dynamics365/it/2020/02/26/predictive-sales-forecasting-in-dynamics-365-sales/
18:40 – Sales Insights Premium features: notes analysis https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-notes-analysis
21:55 – How does Microsoft’s AI work? https://www.infoworld.com/article/3602597/review-microsoft-azure-ai-and-machine-learning-aims-for-the-enterprise.html
29:45 – Sales Insight Premium features: lead scoring https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-predictive-lead-scoring
35:20 – Pricing for Standard vs Premium features https://dynamics.microsoft.com/en-us/sales/pricing/
36:20 – Sales Insights standard feature: Bing Maps must be enabled for your system to enable the time zone calculation.

Bonus Tip! Should use email engagement and assistant together as you will receive alerts through the assistant

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