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Description
We are currently witnessing a significant transformation in the realm of business software. An increasing number of individuals are shifting their interactions with computers towards more conversational methods. This evolution is precisely why we made the decision to develop an AI-driven assistant specifically designed for sales teams, aiming to enhance their productivity and streamline communication. With this innovative tool, we hope to empower sales professionals to achieve greater success in their endeavors.
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
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
Integrations
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
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
2040
Founded
2016
Country
Poland
Website
2040.io
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Product Features
Artificial Intelligence
Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)
Scheduling
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management