Sales Insights: Connection Insights
This article is the fourth in a series about the Sales Insights add-on application. It focuses on Connection Insights, which includes Relationship Analytics and Talking Points. Relationship Analytics uses data from D365 and Exchange to compute KPIs for interactions with individuals, improving closure rates and customer satisfaction. The article explains how to enable Relationship Analytics and explores the features and visualizations it provides. Talking Points, on the other hand, uses email data to highlight details about customers that can be used to improve relationships. The article also provides information on fine-tuning the results of Relationship Analytics and introduces a preview feature called Relationship Analytics with similar opportunities.
Article 59m
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