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Description
Experience rapid and efficient issue tracking enhanced by intelligent AI assistants that adapt to your team's expertise, allowing you to accelerate project completion and deliver top-notch products at a quicker pace. By utilizing your team's documentation and historical project data, it facilitates improved resolution of design, development, and management challenges. This system empowers all team members to generate thoroughly documented tasks, ensuring projects remain organized for swifter delivery. Capture issues instantly with visual aids such as screenshots, videos, and session logs from both web and mobile platforms, all presented in a developer-friendly format. Utilize AI assistants that are familiar with your product to streamline execution and amplify your team's overall effectiveness. Expect personalized code snippets, design recommendations, and tailored issue resolutions that align with your product’s specifications. With a context-aware AI copilot that comprehends your team’s documentation, project history, and relevant URLs, you can generate fully documented issues in a matter of seconds, complete with suggested statuses, labels, advanced filtering options, and rich text descriptions, leading to even greater productivity and efficiency. This integration of technology into your workflow not only simplifies the tracking process but also enhances collaboration among team members.
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
Asana
Brave Browser
GitHub
Google Chrome
Jira
Linear
Make
Microsoft 365
Microsoft Dynamics 365
Microsoft Edge
Integrations
Asana
Brave Browser
GitHub
Google Chrome
Jira
Linear
Make
Microsoft 365
Microsoft Dynamics 365
Microsoft Edge
Pricing Details
$10 per month
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
Iteration X
Country
United States
Website
www.iterationx.com
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies