Tag collection

#sales

2 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

• 2

Agents + workflows

Sales Account Brief Generator

Sales & marketing

Turns CRM history, open opportunities, and recent news into a concise pre-meeting account brief.

JBJon BellDemo

• 1
• 1