Best AI Sales Assistants for Microsoft 365

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Every customer conversation is critical to the success of your business and the revenue you can deliver. At Jiminny we help you record, capture and analyze each customer interaction to generate actionable insights on what is and is not happening; enabling you to move the needle and support your biggest objectives across the business. Jiminny is the only partner who turns great sales leaders into great sales coaches, enabling you to drive true change across your sales teams and build high-performing revenue generating teams.

With truly actionable insights, you can unleash the potential of your sales engine and marketer with real-world results that will accelerate pipeline generation and improve the outcome of in-quarter deals. People.ai combines all revenue activity data and enriches each account and opportunity with next generation insights that increase high-quality pipeline generation, and improve the execution and execution of every deal. Keep your team connected to every aspect of account engagement to ensure that everyone knows who is engaged and where there are opportunities to expand the pipeline. You can understand the impact of each person and activity on the progress of a deal and make actionable recommendations to improve your rep performance. Our data platform uses patented AI technology to break down data silos, and connect the dots between seller performance and buyer engagement - providing insights that will make your entire Revenue Engine more intelligent.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

Your customers have high expectations. Companies that can deliver personalized, fast and easy buying experiences are the ones that will succeed in a world that is increasingly on-demand and instant. Drift can help you with this. Drift combines chat, video, and automated to remove friction from business buying. Drift allows you to have conversations with potential customers on your terms. Drift is used by over 50,000 businesses today to increase revenue, reduce sales cycles, and make purchasing easy.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Prodoscore™ is a software solution that measures your most valuable asset: your people. Prodoscore surfaces insights that keep you better informed and better prepared, using Machine Learning, AI, & Natural Language Processing. We measure thousands of daily activity points across your core business applications to provide productivity intelligence. Our mission is to provide never before seen visibility into employee engagement, rooted in data and digestible in seconds, to support a flexible work environment and ensure accountability. We want to be at the center of workplace decision-making by providing exceptional productivity intelligence that generates actionable insights for leadership. Implementation takes less than 15 minutes and has no impact on the end user.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Only phone designed for sales. The only phone that can warm up cold calls with HD quality and real-time coaching powered By Ai. Because every closer needs some help. Video conferencing, dialer and SMS all in one so that your data is always available and your team doesn't feel overwhelmed. Speech coaching can be used to help reps identify if they are speaking too fast, too slow, using too many filler words or talking too loud. Call analytics and dashboards can help you uncover insights and best practices. To ensure that no data is lost, autolog calls, transcripts, or notes can be uploaded to your CRM. Voice Intelligence makes it easy for reps to say the right things on a call. Battle cards are displayed in real-time and help them make decisions. You can see the sentiment of any call, assist reps, save at risk deals, and find the best coaching opportunities. Voice Intelligence uses Speech Recognition for transcription, Natural Language Processing for analysis, and Machine Learning to make intelligent recommendations in real time.

Create workflows and apps that connect people and information easily Next-generation apps and workflows that deliver an immersive experience with intelligence. To build and manage workflows without the need for professional services. Unleash the power of content with Backflipt. This empowers customer-facing, partner management and SDR's support teams to engage proactively with new information. Citizen developers and IT operations can create secure, compliant enterprise applications using customizable CSS files with the Backflipt App Builder platform. Create applications that automate mundane tasks and establish business flow. Backflipt Graph allows you to create experiences that are based on the user's context. This will help you be more productive. Create an app or workflow that helps you prepare for your next meeting by using the profiles and information from previous conversations.

Software that helps you manage and create a team artificially intelligent sales reps. You can create a team of sales bots that can send emails, qualify prospects and accelerate your sales pipeline. Sales Innovator allows companies to create a team of artificially smart sales robots to help them achieve their outbound and inbound sales goals. Scale an infinite number of Artificial Intelligent (A.I.). Sales robots that can send emails, qualify prospects and help you increase your sales pipeline. Robots can be the first point to contact prospects who have recently requested contact online. Partner referrals for low-scoring leads. Robots can be your second point of contact for prospects who have expressed high interest (after your sales rep tried outreach). Robots can initiate contact with prospects who have expressed interest in the robots. Unresponsive for more than 90-days, or closed/lost.

We have all the features you need for multi-channel outbound campaigns. Our powerful algorithm will automatically enrich your contacts and find missing email addresses. You can organize your contacts using lists or our dynamic smart segments. We recognize that your business is unique and allow you to personalize Overloop by adding custom fields. Connect your LinkedIn account to automate profile visits, connection requests, direct messages, and more. Track opens, clicks and visits, bounces, responses, and even out of-office or automated replies. Your emails can be sent as replies to previous emails. You can generate more revenue and spend less time on repetitive tasks with powerful workflows that use a simple visual interface. Tasks are powerful tools to get things done. You can create different types of tasks depending on what you need: action, call or email.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

The next generation CRM is human-friendly. The only Edge AI platform that puts sellers first can change sales behavior and increase effectiveness. Tact.ai has the perfect partner to improve your existing CRM, and gain control over your CRM footprint for a better future. It boasts a three-decade history of enterprise software and CRM, as well as a flexible engagement model that is future proof and future proof technology. Tact Assistant puts sellers first. Tact Assistant is the only user interface that combines real-time tracking, data entry on-the-fly, actionable nudges, insights, and productivity boosters. It's the only one-stop-shop for all things CRM.

Revenue Grid is an AI Guided Selling platform. It provides step-by-step guidance to sales teams towards the best results, deals at highest risk, and actions with the greatest impact. Guided selling, a new concept in B2B sales, focuses on the needs of sales teams. Our goal is to provide step by step guidance on every deal rep has in their pipeline. This will help sales teams be in a better position to win by having full visibility into the sales process, deals, and team activity. Know the status of each deal, what has happened in the past and what is coming up.

Neo is an AI-powered digital assistant that automates your daily tasks. It can prepare meetings, monitor dashboards, aggregate data and much more. Conversational platform for virtual assistants in the enterprise. Our AI-assistant Neo assists customers and employees in their daily work and interaction using software. Neo can be customized using our conversational platform to work with company-specific tools and workflows. Neo can be used to communicate with users via voice or text. Neo allows you to request information from third-party software and trigger actions. It's like having a conversation between your B2B software systems. Neo Enterprise Assistant Platform makes it easy to extend and customize Neo's functionality and integrations. This allows Neo to be tailored to meet individual requirements.

Automated summaries and tasks can be seamlessly integrated into your collaboration or productivity suites. Augmented analytics provides actionable insights that improve engagement and sentiment. Automate competitive intelligence and take prescriptive steps to stay ahead of your competition. We interpret ML models' predictions, analyze their behavior, and optimize them. While ethical considerations are taken into account, bluecap™, a pioneer in encryption technology, encrypts data as it is being processed. You can collaborate with anyone, while keeping your sensitive and public data confidential.

Viva Sales uses the power of generative AI for automatic content creation in Microsoft 365 apps. This results in deeper customer engagement and greater seller productivity. You can be more productive with generative AI. It combines CRM and Microsoft 365 data to provide real-time insights and automatically create content. This will allow you to get back to what you love, connecting with customers. Focus on building relationships through automation and simplified tasks using AI-generated emails, data entry, and data collection. You can get more done by combining data from Microsoft 365 apps with virtually any CRM system to provide actionable insights that improve the flow of work. Keep the momentum going with AI-driven analytics which provide reminders and recommendations. No matter if your company uses Salesforce or Dynamics 365 Sales, you must stay current.

Maximize your productivity with the AI assistant for sellers. Sales Copilot is compatible with Dynamics 365 Sales and Salesforce Sales Cloud. It's included in Dynamics 365 Sales Enterprise or Premium subscriptions. Microsoft 365 apps are enhanced with AI capabilities to streamline processes and create personalized contents. Automate and simplify tasks using AI-generated meeting summaries and detailed call transcriptions. Improve future interactions with customers by leveraging real-time insights, content suggestions, and post-call analyses. Easily add or update customer records using the seamless data integration between Microsoft 365 apps and your CRM solution. Microsoft Outlook can be used to create emails and schedule meetings using data from Dynamics 365 Sales or Salesforce. Microsoft Teams, Outlook and Dynamics 365 sales can generate AI-generated meeting and email summaries.

We analyze client data, seller information, and interaction histories to find relationships, analyze dependency, and build personalized insight. Automate sales processes with routine tasks such as updating CRM fields, writing summaries and strategies, and creating content. Our system uses CRM data and internal knowledge to create relevant sales content. AI learns in real-time from your emails, meeting transcriptions, product information and sales documents. We're also parsing data from public sources, such as LinkedIn, Crunchbase and other social media. To enrich profiles and have a reason to follow-up. Creates personalized sales campaigns using client interactions, preferences and behaviors. This ensures that each communication is relevant and effective. Our AI system can mimic your sales techniques.