List of the Top 25 AI Sales Tools for Microsoft Dynamics 365 in 2026

D&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.

AI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.

Kixie: Intelligent Calling and Texting Solutions for Revenue Teams Kixie serves as an AI-driven sales engagement platform designed to enable teams to connect more swiftly, secure additional deals, and grow seamlessly—all while maintaining a personal touch. 🔥 Outbound Sales: Elevate connection rates by as much as 400% through AI-enhanced Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Streamline calls and texts for immediate follow-ups and impactful outreach—all without the hassle of manual processes. 📞 Inbound Sales & Customer Service: Manage a higher volume of calls with intelligent CRM-based routing, shared SMS inboxes, and instant auto-responses. 📊 Revenue Operations & Leadership: Access AI-generated insights, real-time coaching resources, and sophisticated analytics to enhance your team's performance. 💥 Transform your sales force today! Explore our website to begin your journey for free, with no credit card necessary, and discover the difference Kixie can make.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

ZoomInfo stands out as a premier business intelligence platform that equips companies with extensive data and insights regarding other businesses, professionals, and prevailing market trends. By offering in-depth profiles, contact details, and firmographics for millions of organizations and key decision-makers, it enables firms to refine their sales, marketing, and recruitment strategies effectively. Utilizing AI-enhanced analytics and data mining techniques, ZoomInfo provides practical insights that empower businesses to discover new opportunities, streamline their outreach efforts, and make well-informed decisions. The platform's features for lead generation, account management, and sales prospecting make it a favored choice among sales and marketing teams seeking to boost growth, enhance targeting, and improve customer engagement. Furthermore, its user-friendly interface and robust data offerings ensure that companies can stay ahead in today's competitive landscape.

Broaden your reach with our dynamic engagement platform, which harnesses authentic data, customized strategies, and extensive automation. Establishing connections with the right individuals at just the right times is vital for cultivating a strong network. Our cutting-edge email sourcing and sequencing capabilities allow you to target influential players who are essential to your achievements. Our innovative lead generation technology attracts knowledgeable, professional, and high-quality prospects to your pipeline. Moreover, our platform is designed to integrate effortlessly with all your favorite sources, enhancing your overall experience. Through meticulous data enrichment, we collect accurate contact information, ensuring that each new prospect is validated, allowing you to seize every potential opportunity. Additionally, Buzz provides valuable reports that reveal actionable insights, empowering you to pursue continuous growth and improve efficiency. With automated sequential cadences, your follow-ups for direct messages and gentle engagement points are perfectly timed, making every interaction as effective as it can be. By utilizing these features, you can significantly enhance your outreach initiatives, ultimately leading to a more robust and engaged audience. This comprehensive approach not only streamlines your efforts but also positions you for sustained success in a competitive landscape.

Gong is a powerful AI-driven revenue platform designed to help businesses consolidate their revenue processes and refine their engagement strategies. By seamlessly integrating with current CRM systems, it delivers comprehensive customer insights, precise forecasting, and enhanced sales performance. The platform empowers teams by providing analytical intelligence on customer interactions, reducing repetitive tasks, and boosting overall productivity. With innovative features such as Gong AI and the Gong Data Engine, organizations can optimize their operations, elevate sales training, and achieve better business results. Additionally, Gong’s focus on data utilization ensures that teams can make informed decisions to drive growth.

Responsive, previously known as RFPIO, stands at the forefront of strategic response management software, revolutionizing the manner in which organizations handle and disseminate vital information. Our cutting-edge platform, coupled with exceptional customer value initiatives, enables businesses to foster growth, reduce risks, and enhance overall employee satisfaction. By utilizing Responsive, frontline teams can provide outstanding responses, leveraging advanced technologies that enable swift, precise, and automated management of RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments, and other intricate information requests (RFXs). This transformation not only streamlines processes but also allows teams to focus on more strategic initiatives, ultimately leading to improved organizational efficiency.

DemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.

Humantic is an innovative AI solution tailored for recruiters and sales professionals, offering insights into individual personality traits, decision-making styles, and customized communication strategies to boost engagement. By utilizing publicly accessible data such as resumes and written correspondence, it removes ambiguity from interactions, streamlining the process of making cold calls and engaging in conversations. Additionally, the tool takes the hassle out of email communication, automatically crafting personalized messages designed specifically for each individual recipient. The cornerstone of successful deal-making is a deep understanding of people, and with Humantic’s predictive analytics, users gain valuable insights into what appeals to decision-makers. With tailored support from Humantic, you can approach communication with assurance, ensuring that both your emails and calls resonate effectively. As professional interactions evolve with remote meetings and online networking, your ability to nurture and enhance relationships will remain strong and effective over time! Embracing this technology allows you to stay ahead in a competitive landscape.

A new software solution is now available to help create and oversee a team of intelligent sales robots. This innovative platform allows users to assemble a group of sales robots that can send emails, qualify leads, and significantly improve the sales pipeline. Known as Sales Innovator, it empowers businesses to build a fleet of AI-driven sales robots that enhance both outbound and inbound sales strategies. You can grow your team of AI sales robots indefinitely, allowing them to manage email communication and lead qualification efficiently, thereby optimizing your sales workflow. These robots can act as the first point of contact for engaging with prospects who have recently expressed interest online, including those who are considered low-scoring leads and partner referrals. They can also follow up as a secondary contact after your sales representatives have made initial outreach efforts to highly interested prospects. In addition, these robots can initiate proactive communication with leads who have shown past interest but have not been contacted for over 90 days, even those marked as closed or lost. By integrating these capabilities, the software ensures that every potential lead is addressed, maximizing the chances for conversion and ultimately driving growth for your business. With their ability to automate repetitive tasks, you can focus more on strategic sales initiatives while the robots handle the groundwork.

xiQ presents a cutting-edge sales and marketing platform that leverages personality insights, integrating knowledge from neuroscience, psychology, and artificial intelligence to better understand potential customers' mindsets. By customizing the sales and marketing experience for each individual throughout their purchasing journey, xiQ’s platform identifies and recommends critical insights regarding companies and their respective personalities, facilitating authentic connections with the intended audience. By bringing together all vital customer and prospect information in a single, centralized hub, xiQ provides sales teams with the necessary data to excel in their efforts. Moreover, the platform highlights the personality traits of contacts, helping teams find shared characteristics that can be utilized in outreach strategies. With its unique first-party intent data and sales alerts, xiQ allows you to engage with prospects at the moments they are most open to conversation. Central to xiQ's capabilities are behavioral insights that guide everything from user profiles to content development and campaign tactics. The platform adeptly pairs the most relevant content with the right audience, ensuring that your marketing initiatives effectively resonate. Additionally, xiQ keeps users updated on significant changes, allowing you to seize opportunities to connect with key contacts without missing a beat. This all-encompassing strategy not only improves engagement rates but also greatly increases the chances of successfully closing deals, reinforcing the platform's value in driving business success. Ultimately, xiQ transforms the way sales and marketing teams interact with their prospects, paving the way for more fruitful relationships.

Bigtincan’s sales enablement platform enables businesses to turn customer engagements into lasting, beneficial partnerships by focusing on four essential elements: proficient management of sales materials, thorough training and coaching, document automation, and efficient internal communication. Designed in collaboration with Apple, our platform features a modern, intuitive interface that can be customized to reflect your brand’s identity and adapt to your team’s workflow. This interface is seamlessly consistent across both desktop and mobile platforms, positioning Bigtincan as a leading mobile sales enablement solution in the industry. Users can further enrich their experience with add-on software options like a state-of-the-art learning management system (LMS), document automation features, and a digital catalog application, which are available for purchase in addition to the core Bigtincan Hub platform. Additionally, Bigtincan is compatible with over 100 third-party integrations, ensuring that it fits well within your organization’s existing technological ecosystem, making it an adaptable solution for contemporary businesses aiming to enhance their sales strategies. As a result, this platform not only boosts operational efficiency but also fosters greater collaboration and productivity among teams, ultimately leading to improved sales outcomes. With Bigtincan, companies can truly revolutionize their approach to sales enablement and set themselves apart in a competitive market.

ORM provides an intuitive cloud-based platform that leverages its extensive expertise in optimization and statistical analytics. Their cloud offerings are tailored to enhance Sales and Marketing functions within businesses. Notable among these solutions are the Optimized Sales Management and Optimized Marketing Management options, both of which feature predictive analytics and optimization, along with sophisticated reporting and data analysis features. One of the main benefits of these solutions is the potential for cost reductions ranging from 5% to 15% or even greater, along with notably improved reporting and data management. Furthermore, ORM uniquely positions itself as the only platform dedicated to sales and marketing performance analytics that delivers actionable strategies, providing you with the insights needed to accelerate revenue growth. ORM Technologies advocates for the belief that data should streamline decision-making processes, functioning as a committed data scientist embedded within your team. This dedication to boosting operational efficiency not only empowers businesses to make well-informed decisions but also fosters a culture of data-driven success. Ultimately, ORM's innovative approach sets them apart in a competitive landscape.

How does it function? 1/ The application seamlessly integrates with your chosen video conferencing platforms like Microsoft Teams or Google Meet, with plans to include Zoom in the future. 2/ Within the dashboard, you can configure all necessary tools tailored for your sales and customer success teams, allowing you to utilize resources such as checklists, battlecards, meeting scripts, CRM viewers, and qualifiers during your video calls. 3/ The system offers both transcription and recording capabilities for meetings, granting you access to audio recordings and written transcriptions that can aid in enhancing your understanding, retrieving information, or compiling reports on the discussions. 4/ Additionally, the platform features analytics and an interactive report, which outlines the entire agenda of your meeting, enabling you to gauge your performance through various statistics. 5/ This comprehensive approach not only streamlines your meetings but also enhances overall productivity by providing valuable insights and accountability for your teams.

In just a few minutes, you can produce and share captivating videos without requiring any formal editing qualifications. Dadan empowers users to seamlessly capture, edit, and distribute interactive videos, ensuring that everyone has the opportunity to create visually appealing content. With applications available for Mac OS, Windows, Chrome, and iOS, forming videos has never been easier. Dadan serves as an intuitive platform for video capture and editing, allowing users to generate high-quality videos effortlessly. It enables you to record your screen or webcam, and then employs a user-friendly editing suite to enhance your footage with various annotations and overlays. To boost viewer interaction, features like quizzes, polls, and calls to action can be integrated, making your videos more engaging. After completing your masterpiece, sharing it securely through the platform is a straightforward process, facilitating easy distribution and audience reach.

If you're in search of sophisticated email marketing software to enhance your communication with clients, members, and other target audiences, look no further than Spotler Mail+. This powerful tool simplifies the process of automating your email marketing efforts. With Spotler Mail+, you can effortlessly: >> Craft stunning emails >> Launch automated email campaigns >> Design templates that reflect your brand >> Create landing pages complete with forms >> And so much more to elevate your marketing game! Embrace the convenience and effectiveness of Spotler Mail+ to take your email outreach to the next level.

Donna is a dedicated AI platform designed to enhance every aspect of field sales by automating the repetitive, time-consuming tasks that traditionally slow reps down. Connected directly to CRM systems such as Salesforce, SAP, and Microsoft Dynamics 365, Donna keeps deals, contacts, and activities updated instantly, even when complex custom objects are involved. Its integration with email and calendar tools gives the AI full situational awareness, making it easy to coordinate schedules, anticipate next steps, and ensure reps stay on top of their day. Donna proactively supports sales teams by preparing agendas, summarizing interactions, identifying follow-up actions, and keeping all customer information aligned across systems. Field reps gain a significant time advantage as the AI reduces manual data entry and administrative work, allowing them to spend more time face-to-face with customers. Donna’s commitment to privacy and data protection is backed by GDPR, CCPA, SOC 2 compliance, and ISO 27001 certification. The platform is trusted by global partners like PwC and Deloitte, reinforcing its credibility in large-scale enterprise environments. Real-world teams consistently report improved organization, faster deal cycles, and more effective territory management after adopting Donna. With 24/7 availability, Donna ensures field sales operations remain efficient even outside office hours. Designed to elevate productivity and remove friction, Donna empowers sales organizations to achieve better results with less effort.

The evolution of customer relationship management is set to emphasize user-friendliness at its core. By transforming sales methodologies and enhancing overall efficiency, this new approach utilizes clear prompts for clients, representatives, and account teams, all backed by an innovative Edge AI platform that emphasizes the needs of sellers. With three decades of expertise in CRM and enterprise software, Tact.ai delivers a flexible engagement model alongside state-of-the-art technology, positioning itself as the ideal partner for enhancing existing CRM systems while paving the way for a more manageable CRM environment that ensures future achievements. Tact Assistant takes seller priorities to heart by offering real-time insights, effortless data entry while on the move, proactive nudges, and significant productivity improvements—all integrated into a holistic user experience that elevates representative efficiency and promotes stronger CRM utilization and governance. This groundbreaking strategy not only leads to improved sales results but also equips teams to thrive in an ever-evolving competitive landscape, ensuring sustained growth and success. As businesses adapt to these advancements, they will find themselves better prepared to meet the dynamic demands of their customers.

To optimize your meetings, prepare in advance by including participants and organizing key documents, brochures, or related materials. Enhance the effectiveness of your gatherings by ensuring that marketing and sales resources are compiled in a central, easily accessible location for efficient searching, presentation, and sharing. Showcase your expertise with an interactive catalog that features comprehensive descriptions, specifications, videos, and links. You can simply share and track an automated meeting summary with prospective clients through a mobile-friendly platform. Beehivr takes your existing CRM solutions a step further by integrating meeting summaries, consent information from customers, insights, and feedback directly into your CRM while you are on the go. This streamlined approach not only boosts efficiency but also guarantees that all pertinent information is readily available for future engagements. By leveraging such tools, you can foster stronger relationships and ensure a seamless communication process.

Utilizing award-winning AI reasoning and contextual insights, the eGain Sales Advisor™ elevates all sales representatives to top-tier performers by offering real-time conversational and procedural support. This groundbreaking tool empowers agents to connect with customers by discerning their needs through meaningful dialogue instead of overwhelming them with too many product details. Moreover, the advantages of this solution are further enhanced when integrated into self-service functionalities. In a self-service context, it replicates the conversational assistance a live agent would offer, guaranteeing a smooth user experience. Additionally, the platform improves the coaching and nurturing process through virtual assistants, messaging alerts, notifications, and in-depth analytics, all integrated into a single interface. This unified strategy not only streamlines the sales closure process but also fosters enduring relationships, thereby boosting customer loyalty and maximizing revenue opportunities. By adopting such innovative technology, organizations can significantly enhance their customer interaction quality, paving the way for a more engaging and responsive business environment. Ultimately, this transformation positions companies to stand out in a competitive market while better serving their clientele.

Engage, educate, and empower your customers by turning their inquiries into meaningful, contextual discussions that produce effective results. Zoovu is an innovative omni-channel digital commerce search platform driven by AI, aimed at strengthening the relationship between businesses and their clientele across multiple platforms. This solution promotes authentic interactions that result in concrete, actionable outcomes, guaranteeing outstanding customer experiences through seamless integration. Effortlessly weave conversational commerce into every phase of the customer journey, including online stores, partner channels, in-store kiosks, chatbots, and even voice and visual interfaces. By posing the right questions that cater to the individual needs and preferences of customers, Zoovu enables the smooth development and personalization of engaging conversations within the platform. Furthermore, it automatically converts product characteristics into specific customer interests while highlighting the significance of each item, thus enhancing the overall shopping experience and boosting sales. This comprehensive method not only meets customer expectations but also anticipates them, cultivating loyalty and satisfaction while ensuring that businesses remain competitive in the ever-evolving market landscape. In doing so, Zoovu positions itself as a vital tool for brands looking to thrive in the digital commerce space.

Elevate your sales potential without the need for additional staff by leveraging Aktify's virtual AI agents. With assurance, you can allow Aktify to handle numerous leads that may have been neglected in the past, transforming them into enthusiastic customers eager to connect with your sales team. Unlike conventional SMS chatbots, this SMS AI is crafted to comprehend context, utilize everyday language, and recognize a variety of intents. As a result, the communications your leads receive come across as truly personalized and remarkably human-like. When a lead engages, your SMS AI agent quickly evaluates their responses and performs the necessary follow-up actions independently. Aktify’s AI agent is designed to establish multiple interaction points, demonstrating a level of persistence that often exceeds that of human representatives, while remaining consistently assertive. Capable of managing thousands of conversations simultaneously, your virtual agent is prepared to handle any volume of leads you generate, ensuring that every potential opportunity is promptly and effectively addressed. This groundbreaking strategy not only optimizes your outreach efforts but also significantly improves the entire customer experience, making interactions more meaningful and impactful. By integrating this advanced technology into your sales process, you can achieve greater efficiency and effectiveness in converting leads into loyal customers.

Viva Sales harnesses the power of generative AI to automatically create content within Microsoft 365 applications, resulting in better customer engagement and increased productivity for sales professionals. By integrating generative AI with CRM systems and Microsoft 365 data, users can gain real-time insights and automate content creation, enabling them to prioritize building meaningful connections with their customers. The platform simplifies the process of relationship-building by automating tasks such as generating emails and managing data entry through advanced AI technologies. Experience heightened efficiency with actionable insights that are seamlessly incorporated into your daily workflow, combining data from Microsoft 365 applications with any CRM system you choose to utilize. Stay on track with AI-driven analytics that provide valuable recommendations and timely reminders, ensuring you never miss a beat in your customer interactions. Whether your organization operates with Salesforce or Dynamics 365 Sales, you can always stay informed about your customer engagements. By adopting these innovative tools, you not only streamline your workflow but also revolutionize the manner in which you connect with clients, fostering deeper and more productive relationships. This transformative approach ultimately leads to a more efficient sales process and greater overall success.

Identify and connect with the most promising tech buyers from your target accounts and beyond. Our cutting-edge software, paired with top-tier SDR services, cultivates a reliable and steady sales pipeline. Equip your sales development representatives with crucial data that allows them to identify, persuade, and capture high-value B2B accounts. Boost your sales team's efficiency by providing them with pre-qualified leads that fortify pipeline consistency and dependability. Utilize our dynamic, real-time database, supported by 50,000 calls weekly, to pinpoint tech purchasers actively looking for your solutions. We combine human-verified insights with sophisticated AI algorithms to cut down on research time and concentrate on the accounts most likely to make a purchase. With accurate contact information and enhanced insights, including the best times to call, reaching out to prospects has never been simpler. Empower your SDRs with valuable buyer insights and pain points to enhance their authority, foster engaging conversations, and increase the number of scheduled meetings. Our platform also offers continuous support and updates, ensuring your team stays knowledgeable and effective in their outreach efforts. As a result, your sales strategy can become more adaptive and responsive to market changes, ultimately driving greater overall success.