Tag collection

#sales

3 solutions tagged “sales”.

Workflows

Built by Microsoft

Sales Lead Qualifier

Sales & marketing

Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

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Workflows

Built by Microsoft

RFP Response Manager

Sales & marketing

Creates grounded, formatted Word proposals for RFPs, requests a single human approval, and copies approved documents to SharePoint.

IGJLIsha Gautam and Jasmita Lamba

• 1

Agents

Sales Analyser

Finance

An agent that turns monthly sales spreadsheets in SharePoint into trustworthy analysis: it cleans and reconciles the data, computes YoY, MoM, QoQ and YTD metrics with live currency conversion and outlier flags, explains every transformation, and delivers a branded PDF report and an Outlook-ready newsletter email.

ATAdriana Trujillo

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