Sales, Stop entering CRM data. Use AI-powered selling to drive sales growth.
ixSquare transforms your sales operations with Microsoft Dynamics 365 Sales—uniting real-time buyer signals, generative AI, and native Microsoft 365 integration into a single deal engine.
Transform your current CRM with ixSquare and Dynamics 365 Sales to drive top-line growth while reducing costs.
Who it helps
| Role | Core pain point | Dynamics 365 Sales value pillar | Quantifiable impact |
|---|---|---|---|
| Sales Leadership (CRO/VP) | Unpredictable forecasts & low pipeline visibility | AI-driven forecasting & deal health analytics | 42% higher forecast accuracy |
| Sales Reps / Account Executives | Too much admin time spent on CRM data entry | Copilot and AI Xccelerate for Sales & auto-captured activities | Saves up to 1.5 hours/day per rep |
| Operations & IT Leadership | Disconnected tools (CRM, Email, Teams) | Native Microsoft 365 & Power Platform ecosystem | 215% ROI over 3 years |
Why Traditional CRM Fails Modern Sales Teams
The Problem: Most sales organizations use CRMs as expensive filing cabinets. Reps spend up to 70% of their day updating records, hunting down meeting notes, or manually switching between email, spreadsheets, and legacy platforms.
The Solution: ixSquare and Dynamics 365 Sales shifts your strategy from reactive data entry to proactive seller guidance. Powered by Microsoft Copilot and AI Xccelerate, we bring predictive intelligence directly into the Microsoft apps your team already uses every day, such as Outlook, Teams and Excel.
Capability Pillars
Autonomous AI & Autonomous Selling (Microsoft Copilot and AI Xccelerate)
- Contextual Email & Proposal Drafting: Draft tailored outreach, follow-ups, and negotiation responses based on historic account data with one click.
- Automated Meeting Intelligence: Extract call summaries, sentiment shifts, action items, and key objections directly from Microsoft Teams calls and Outlook emails into Dynamics 365.
- Autonomous Sales Agents: Utilize specialized AI agents for real-time lead qualification, personalized outreach, and territory management.
Connected Microsoft Ecosystem
- Unified Workflow: Close deals without leaving Outlook, Teams, or Excel. Dynamics 365 Sales automatically logs emails, calendar invites, and phone calls without manual rep intervention.
- Relationship Selling: Uncover warm introduction paths and shorten sales cycles, using native LinkedIn Sales Navigator and TeamLink integration.
Predictive Pipeline & Revenue Intelligence
- Signal-Based Forecasting: Combine historical closing trends, engagement frequency, and buyer intent data into accurate revenue projections.
- Deal Risk Indicators: Receive immediate alerts when key stakeholders disengage, communication stalls, or deals slip out of stage bounds.
- Predictive Lead & Opportunity Scoring: Focus your reps' time on high-probability deals using AI models that analyze historical engagement and buying signals.
- Guided Selling & Process Automation: Enforce playbooks across your sales stages with automated task assignment, approval routing, and sequence tracking.