A first meeting with a new prospect, small talk and all, recorded with Plaud. Turn your sound on, press play, and watch every fact the customer says land in Dynamics 365 Sales, without the seller typing a word.
4 of 5 signals. "Next week" is not a date yet.
Demo scenario: Verano, Lisa Peeters, Tom and all figures are fictional. The voices are AI-generated. The agent works the same for meetings in Dutch, French and German.
The same five stages you already use in Dynamics 365 Sales. At every stage the seller asks one question, and a specialist does the work. Click a stage, or run the whole deal.
The seller never chooses a tool. The main agent understands the question and hands it to the right specialist. Pick a question and follow it.
One entry point in Dynamics 365 Sales, Teams and Microsoft 365 Copilot. It routes; it never writes to the CRM itself.
Five signals from the conversation, one point each. Flip them and see how the agent would rate the lead. The default rules are tuned together with your own sales team.
Real conversations are messy. Pick a line and see which rule keeps your CRM clean.
We connect the agent to your Dynamics 365 Sales and process one of your own Plaud recordings, live, together with your sales team.