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The Deal Close Agent drives sales efficiency by automatically generating tailored quotes from customer conversations and historical customer & sales data, streamlining the transition from interest to order. It ensures seamless integration with both Dynamics 365 Sales and third-party systems, reducing manual intervention and accelerating order fulfillment. This feature includes the following capabilities:
- Custom Quote Generation - Generates personalized quotes using product intent captured from customer conversations and contextual data, ensuring that each quote is precisely tailored to the customer's needs.
- Integration with Pitch & Close capabilities - Provides the generated quote to the Pitch & Close agent, which then uses it to verify and confirm the customer's purchase intent, creating a seamless handoff between agents.
- Customer-Driven Activation Workflow - Offers flexibility by allowing quotes to be activated upon explicit customer approval, subsequently transitioning into an order that is submitted to back-end order management systems.
- Native D365 Sales Integration - For customers utilizing the D365 Sales Quote and Order workflow, the agent can read and write to the Quote & Order tables in Dataverse. It can also autonomously generate new quotes, streamlining the quoting process within the ecosystem.
- Third-Party and Custom System Support - Integrates with third-party systems (e.g., SAP) or custom quoting solutions for customers not using the native D365 Sales system, ensuring the agent can function in diverse environments.
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