Connected Sales
AI agents in sales
- For
- Head of sales, sales teams of around 10 people or more
- Entry
- CHF/EUR 20'000 excl. VAT · 3 weeksSales workshop as an alternative
- Licence impact
- Dynamics 365 Sales Enterprise, Copilot Studio (Sales Qualification Agent)
- Marketplace
- 2 offers on Marketplace
When to bring it up
The customer is planning Dynamics 365 Sales or already has Microsoft 365 Copilot; sales complains about CRM upkeep; the forecast is unreliable; a legacy system or Excel is to be replaced.
30-second pitch
Your salespeople spend a lot of time on research, CRM upkeep and preparation. In Dynamics 365 Sales, AI agents take exactly that on; the Sales Qualification Agent researches and qualifies leads before a salesperson invests any time. Ambit shows you this in three weeks on your own lead-to-quote process, at a fixed price of CHF/EUR 20'000 excl. VAT, licences included. Then you decide with the running system in front of you.
Addressed to the customer.
Proof points
- 65% of sales time goes into non-selling activities (InsideSales, 2018).
- 3.5 to 8.2% more revenue in the Forrester model (TEI 2024, commissioned by Microsoft).
Discovery questions
- How much time does your team spend on qualification and research instead of with customers?
- How reliable is your forecast?
- Which leads get lost after the first contact?
A fit if
Sales team of around 10 people or more, Microsoft 365 or Dynamics 365 in use or planned, a decision-maker who wants to see results.
Not a fit if
Pure licence procurement without a process topic; a large migration as the main task.
Included in the fixed price
D365 Sales lead to quote, Sales Qualification Agent (research mode), 5 licences for 3 months, 3 process workshops
Not included
CPQ and discount tiers, integrations with ERP or portals, full data migration, custom code, production environment
Email to the customer
Subject: AI agents in sales – see them on your own process in three weeks Dear Ms … / Mr … As discussed: in three weeks, our partner Ambit will show you how AI agents in Dynamics 365 Sales support your process from lead to quote – with your data, at a fixed price, licences included. The first step is a 30-minute call with Christian Schipp. Book a slot: https://bookings.cloud.microsoft/bookwithme/user/98662bf7ec0e42ab81a332aa37b69d03%40ambit-group.com/meetingtype/h9XpD72X-E-qgoLRq36E2A2?anonymous&ismsaljsauthenabled Details: www.vertriebs-accelerator.com/en Listed on Microsoft Marketplace: https://marketplace.microsoft.com/en-us/marketplace/consulting-services/ambitschweizag1616444400884.dynamics365-sales-accelerator-3-week-poc?tab=Overview Kind regards