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Description
Collaborating with Agents enhances customer success for businesses. You can create and tailor autonomous AI agents to provide round-the-clock assistance to both your staff and clientele.
An Agentforce Agent functions as a proactive application, delivering specialized, always-available support for employees or customers, and is armed with the essential knowledge to perform tasks relevant to their designated roles.
Agentforce Service Agents autonomously interact with customers through various channels at any time, utilizing natural language for communication. They swiftly and accurately resolve inquiries, as their responses are based on reliable data. You can set up your Service Agent in mere minutes with pre-existing templates or customize it rapidly using low-code solutions. Additionally, you can establish clear security protocols and determine when to escalate issues to human representatives seamlessly.
Meanwhile, Agentforce SDRs automatically respond to inquiries about products, manage tasks, and schedule meetings for sales teams. They operate with precision, ensuring that their answers are firmly rooted in your business’s data, thereby enhancing operational efficiency. This innovative approach not only streamlines processes but also empowers employees to focus on more complex tasks that require human insight.
Description
Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Aurascape
LaunchBrightly
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Integrations
Salesforce
Aurascape
LaunchBrightly
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/agentforce/
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis