Microsoft AppSource boosts OptimalQ to improve sales efficiency

Case Study


  • Delivery strategy
  • Agile methodology
  • Nearshore services
  • Real-time synchronization solution
  • Microsoft AppSource integration
  • Dynamics 365 automated dialer integration


We helped OptimalQ make its solution available through Microsoft AppSource. Thanks to a speedy and effective agile execution, it was available worldwide in less than two months.

End-users will now be able to boost their effectiveness by using OptimalQ's availability insight within their Dynamics 365 workspace.


Everyone was committed. Communication was so effective; you would not think our teams were on a fourteen-hours time difference. It’s remarkable how quickly we launched.
Freddy Castro, Definity First Partner


The future of customer interaction is here

OptimalQ is revolutionizing the marketing and sales process for companies, enabling them to engage with more customers, better and faster than ever before.

The Science of AvailabilityTM technology used by OptimalQ helps businesses to connect with leads and customers who are mentally and physically available, making it easier to engage them.

This state-of-the-art technology uses AI and machine learning algorithms to identify and analyze user behavior and translate it into availability insights. This way, it predicts the most effective times to engage with leads and/or customers via call, chat, direct message, email, or online ads.


Build better relationships with authentic,
real-time & personal engagement

Having served businesses around the world, Optimal Q took the opportunity to take it to the next level.

AppSource makes OptimalQ instantly available within Dynamics 365 for Microsoft customers and partners.

Users can plug their data into OptimalQ's engine without leaving Dynamics 365 and will get in return the ideal availability time range for each contact. Additionally, in this first release, businesses can automate their campaigns thanks to the App's direct integration with Genesys Cloud.

Genesys will use availability suggestions from OptimalQ to make calls and will feed call result statistics back to Dynamics 365, maintaining campaign performance metrics up to date. This same data will also be sent to OptimalQ, which will be used to increase campaign effectiveness by enhancing availability statistics. This results in contact agents focusing on actual customer engagement, while solutions are working symbiotically in the background and becoming more efficient and accurate each time.

Businesses will improve efficiency, save time by detecting duplicate or invalid contact details, and enhance any type of engagement efforts.


Connecting companies & customers at the right time

Empowered Data

It becomes possible to engage customers through intelligent insights gathered from real-time customer data analysis. This data can be filtered for contact behavior, demographics, and locations for maximum usability.

Prioritizing the outbound queue in real-time
Sales team members will know when the best time to reach out and advise on whether to call, text, or email.

Seamless connections
Synchronize call campaigns with OptimalQ to find the ideal day and time to contact leads. This way, you know that your personalized messages will have a bona fide impact on the prospect.

Work with familiar tools
Increase productivity with familiar tools like Outlook, Teams, Excel, Word, or SharePoint that work seamlessly with Dynamics 365. This ensures continued efficiency and smooth collaboration across the board.

These features also help deliver personalized customer experiences and first contact resolution - saving money and resources for the companies.

Microsoft AppSource provides a new pipeline to partners

With over 100 million monthly commercial active users of Office 365 in organizations worldwide, AppSource provides all of them with one destination to discover, try, and get business apps.

OptimalQ gets to take advantage of a centralized and global approach that is key to growing right alongside Microsoft's cloud marketplace. Besides, they can connect directly with decision-makers, extend their sales team, and set up new revenue streams from companies that use Microsoft Dynamics 365.

Is important to mention that ISV's can receive AppSource-generated leads directly into their CRM systems, get feedback on their apps, generate co-sell opportunities with Microsoft sales teams and also benefit from Office Go-to-Market Resources.

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