sales - HBA Solution

HBA Sale Solutions

End your useless transactions and increase your sales fundamentally by using our management software

HBA Sale Solutions

HBA is recognized as a Leader in the September 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms.

Review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts.

Qualify opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.

Track progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

Catch up on your pipeline

Review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts.

Qualify opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.

Track progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

Prepare for engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Take the best action

Get suggestions for sales actions and next steps to advance the deal.

Improve interactions

Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Prepare for engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Take the best action

Get suggestions for sales actions and next steps to advance the deal.

Improve interactions

Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Forecast sales

Predict revenue and track performance against goals with forecasts and charts.

Analyze team performance

Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Scale best practices

Provide automated sales guidance by creating sequences of sales actions for your team.

Forecast sales

Predict revenue and track performance against goals with forecasts and charts.

Analyze team performance

Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Scale best practices

Provide automated sales guidance by creating sequences of sales actions for your team.

HBA Solutions Pricing

Custom Plan

Custom Gold Plan

Core sales force automation and HBA 365 integration

$ 65 user/Monthly

Pro Plan

Pro Gold Plan

Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization

$ 95 user/Monthly

Popular

Elite Plan

Elite Gold Plan

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

$ 135 user/Monthly

HBA Solutions Partners

Consulting services

Access a wide range of architecture planning, implementation, and support services.

View Details

Partner apps

Extend and enhance your Dynamics 365 solution with hundreds of prebuilt apps.

View Details

FastTrack for Dynamics 365

Go live confidently with onboarding and training led by Microsoft experts and partners.

View Details

Customer stories

HBA Customer stories about our product and sales department

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Discover how a leading Property and Casualty insurance provider enhanced compliance and efficiency thanks...

HBA Solution Sale Next Step

Take a guided tour

Accelerate sales and close more deals with product Sales.

Start your tour

Request a call

Have request for a sale product specialist contact you.

Send request

Call a specialist

Available M-F 6 AM to 3 PM PT all days week to help you

+1 (514) 802 6357

HBA Sale Solutions

End your useless transactions and increase your sales fundamentally by using our management software

Try for free

Take a guided tour

HBA Sale Solutions

HBA is recognized as a Leader in the September 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms.

Catch up on your pipeline

Review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts.

Qualify opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.

Track progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

Catch up on your pipeline

Review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts.

Qualify opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.

Track progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

Prepare for engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Take the best action

Get suggestions for sales actions and next steps to advance the deal.

Improve interactions

Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Prepare for engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Take the best action

Get suggestions for sales actions and next steps to advance the deal.

Improve interactions

Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Forecast sales

Predict revenue and track performance against goals with forecasts and charts.

Analyze team performance

Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Scale best practices

Provide automated sales guidance by creating sequences of sales actions for your team.

Forecast sales

Predict revenue and track performance against goals with forecasts and charts.

Analyze team performance

Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Scale best practices

Provide automated sales guidance by creating sequences of sales actions for your team.

HBA Solutions Pricing

Custom Plan

Custom Gold Plan

Core sales force automation and HBA 365 integration

$ 65 user/Monthly

Pro Plan

Pro Gold Plan

Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization

$ 95 user/Monthly

Popular

Elite Plan

Elite Gold Plan

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

$ 135 user/Monthly

HBA Solutions Partners

Consulting services

Access a wide range of architecture planning, implementation, and support services.

View Details

Partner apps

Extend and enhance your Dynamics 365 solution with hundreds of prebuilt apps.

View Details

FastTrack for Dynamics 365

Go live confidently with onboarding and training led by Microsoft experts and partners.

View Details

Customer stories

HBA Customer stories about our product and sales department

Une plateforme de données sur la durabilité pour faciliter les décisions financières

05 April 2024

Découvrez comment une société mondiale d'évaluation intégrée des risques a renforcé les décisions financières...

A sustainability data platform to empower financial decisions

05 April 2024

OVHcloud

Fortinet

CyberARK

Discover how global integrated risk assessment firm empowered financial decisions with a sustainability...

Réduire la duplicité de 30 % pour un acteur majeur de l'assurance IARD

05 April 2024

Découvrez comment un important fournisseur d’assurance de biens et de dommages a amélioré sa conformité...

Reducing duplicity by 30% for a leading P&C insurance provider

05 April 2024

Crowdstrike

DELL Tech

Databriks

Discover how a leading Property and Casualty insurance provider enhanced compliance and efficiency thanks...

HBA Solution Sale Next Step

Take a guided tour

Accelerate sales and close more deals with product Sales.

Start your tour

Request a call

Have request for a sale product specialist contact you.

Send request

Call a specialist

Available M-F 6 AM to 3 PM PT all days week to help you

+1 (514) 802 6357