{"id":1669,"date":"2023-06-14T09:33:05","date_gmt":"2023-06-14T16:33:05","guid":{"rendered":"https:\/\/www.autopylot.com\/?p=1669"},"modified":"2023-06-14T14:46:10","modified_gmt":"2023-06-14T21:46:10","slug":"start-capturing-sales-reps-text-messaging-conversations-in-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.autopylot.com\/start-capturing-sales-reps-text-messaging-conversations-in-dynamics-crm\/","title":{"rendered":"Start capturing sales reps\u2019 text messaging conversations in Dynamics CRM"},"content":{"rendered":"<p style=\"font-weight: 400; text-align: center;\"><em>With AutoPylot Technologies release 2.0 for iOS and Android, text messages are captured in the CRM, included in AI analysis<\/em><\/p>\n<p style=\"font-weight: 400;\"><strong>14 Jun 2023, Sonoma, California<\/strong> \u2013 Text messaging has become a staple of B2B sales, yet the vast majority of messages are lost on the sales rep\u2019s personal mobile phone. With the release of AutoPylot 2.0, text messages and inbound and outbound calls reps make from their mobile phones are automatically logged and recorded into the Dynamics CRM with the AutoPylot app.<\/p>\n<p style=\"font-weight: 400;\">\u201cThere is a significant information gap in tracking and analyzing customer interactions for sales reps using their mobile phones,\u201d said Jeff Brown, CEO of AutoPylot Technologies. \u201cThe latest mobile app from AutoPylot closes that gap, giving sales leadership and their conversational AI engines full insight into the sales engagement process.\u201d<\/p>\n<p style=\"font-weight: 400;\">The AutoPylot solution is a comprehensive system to automate the logging and recording of voice calls and text messages from mobile phones.<\/p>\n<ul>\n<li>The AutoPylot mobile app is a complete \u2018second-line\u2019 service, so sales reps don\u2019t intermingle business communications with their personal mobile service<\/li>\n<li>The AutoPylot mobile app uses a company\u2019s existing security framework for the authentication and authorization of individual sales reps<\/li>\n<li>All calls and texts are captured and recorded into the sales rep\u2019s Dynamics account automatically, freeing them from time-consuming data entry<\/li>\n<li>AutoPylot call and text conversations fill a widening gap in sales engagement and can be fed into a company\u2019s existing AI-based sales optimizations<\/li>\n<\/ul>\n<p style=\"font-weight: 400;\">The AutoPylot solution includes the <a href=\"https:\/\/www.autopylot.com\/microsoft-dynamics-crm-plugin\/\">AutoPylot D365 Console app<\/a>, which is installed into a company\u2019s Dynamics environment.<\/p>\n<p style=\"font-weight: 400;\">\u201cAutoPylot\u2019s new Console app includes the views and data tables so that text messages are automatically logged and managed in your company\u2019s sales workflow, activity monitoring, and AI analysis,\u201d said Wes Weeks, founder of PowerDyn, Inc., a Dynamics systems integrator. \u201cText messages are linked to contact or lead records to provide a complete view of communication with prospects and customers.\u201d<\/p>\n<p style=\"font-weight: 400;\">\u201cOne of my sales reps closed an entire deal via text messaging. Without AutoPylot, those messages are lost to the rep\u2019s mobile phone,\u201d said Gerry Pagano, CRO for AutoPylot Technologies. \u201cThis solution gives me complete visibility into my rep\u2019s activities.\u201d<\/p>\n<p style=\"font-weight: 400;\">Try AutoPylot for free for 60 days. Get AutoPylot for up to five reps, along with the AutoPylot Console app integration to Dynamics. Sign up at <a href=\"https:\/\/portal.autopylot.com\/signup\">portal.autopylot.com\/signup<\/a>.<\/p>\n<p style=\"font-weight: 400;\"><strong>About AutoPylot Technologies <\/strong><\/p>\n<p style=\"font-weight: 400;\">AutoPylot Technologies was founded in 2021 to automate the collection of customer conversations and convert them into business intelligence. Calls and texts from a sales rep\u2019s mobile phone are often lost, but with AutoPylot\u2019s mobile app, customer conversations are automatically logged and recorded to be used in AI analysis to improve sales engagement.<\/p>\n<p style=\"font-weight: 400;\"><strong>Contact Information <\/strong><\/p>\n<p>Steve Shaw<br \/>\nChief Marketing Officer<br \/>\nAutoPylot Technologies Corp.<br \/>\nsshaw (at) autopylot.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cThere is a significant information gap in tracking and analyzing customer interactions for sales reps using their mobile phones,\u201d said Jeff Brown, CEO of AutoPylot Technologies. \u201cThe latest mobile app from AutoPylot closes that gap, giving sales leadership and their conversational AI engines full insight into the sales engagement process.\u201d<\/p>\n","protected":false},"author":1,"featured_media":1680,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1,31],"tags":[22,32,27],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.4 (Yoast SEO v22.6) - 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