Sellers often have more leads than time. Working out which ones are worth calling first usually means researching each company by hand. The Sales Qualification Agent in Microsoft Dynamics 365 Sales is designed to do that groundwork so sellers can focus on the conversations most likely to progress.
What the agent does
The agent reviews incoming leads, gathers information about the contact and their organisation, and assesses how well each lead fits the criteria you set. It can then prioritise leads and draft personalised outreach, or hand qualified leads to a seller with a summary of what it found.
- Researches leads using CRM data and approved sources
- Assesses fit against criteria you define
- Prioritises leads so sellers know where to start
- Drafts personalised outreach or prepares hand-over summaries
Where people stay in control
You decide the qualification criteria, the tone of outreach and whether messages are reviewed before sending. Sellers can see the agent's reasoning, which helps them trust and refine the recommendations over time.
Who benefits most
Teams with high inbound lead volumes, or small sales teams covering a large market, gain the most. Quicker follow-up on good-fit leads tends to improve conversion, and fewer hours go on leads that were never going to buy.
Getting ready
Agree what a qualified lead looks like before switching anything on. Clear definitions, tidy lead data and an agreed hand-over process between marketing and sales make the agent far more useful.
Microsoft releases agents in stages, and some capabilities start in preview before general availability. Features, regions, licensing and any consumption charges can change, so it's worth checking what's available in your own environment before planning a rollout. We can help you work out what applies to you.
Speak to our Dynamics 365 team.