ENTERPRISE DIGITAL ASSISTANT
Yesflow is an AI-powered digital assistant that perfectly complements Microsoft Dynamics 365, the Power Platform and Microsoft Teams. Get started today for free.
ENTERPRISE DIGITAL ASSISTANT
An Ongoing Conversation With Your Digital Assistant
You use voice and text for everything in your personal life, so why should it be any different with your enterprise information? Meet Yesflow, a Microsoft Dynamics add on that supercharges the way you access and update Microsoft Dynamics 365 and Power Apps. Yesflow’s groundbreaking user experience provide a messaging-oriented, conversational experience that guides you through every step of your work. Just talk or text with your digital assistant to be productive on any device while working from anywhere.
Be Great With People.
Yesflow allows you to personalize the way you use Microsoft Dynamics 365 and Power Apps so you can build more meaningful relationships and make every customer feel like the best customer.
Features:
- Create new contacts quickly by scanning a business card or adding them by voice or text.
- Share your personal contacts with Microsoft Dynamics 365.
- Capture notes while adding contacts, so you’ll remember important personal details.
- View a contact’s complete history, so you know when you last interacted, how (by email, phone or text) and what was covered in your last communication.
Know Your Customers.
When you always have the information you need about your customers and prospects at your fingertips, it’s easy to understand their situation, build trust, and stay one step ahead of their needs.
Features:
- Find customer and prospect information instantly.
- Add notes to customer records on-the-fly.
- Be better prepared for meetings with customer dossiers sent in advance of upcoming meetings.
- View all customer activity in a single, centralized feed.
Run Your Deals Like a Pro.
Big things can happen when you get into a perfect rhythm of working your pipeline. Yesflow makes it easy to stay on top of the actions and details that help you move your deals to closure.
Features:
- As a Microsoft Dynamics add on, Yesflow auto-logs your activity to Dynamics automatically, whether you’re working by email, phone, text or other tools.
- Access your personalized lists (My Opportunities, My Recent Contacts, My KPIs, etc.) to stay on-track to hit your goals.
- Get prompted to enter key takeaways from meetings.
- Get notified whenever someone updates the status of a deal.
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