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Description
Jeeva AI serves as an advanced platform for automating and enhancing sales workflows by engaging potential customers around the clock at their peak readiness to make a purchase. The platform includes capabilities such as lead discovery and enhancement, personalized messaging, intelligent follow-ups, handling objections, and providing contextual briefings prior to meetings. Jeeva's AI diligently searches online resources, social media profiles, and various databases to identify and enrich high-intent leads on a daily basis. It tailors communication to the specific role, challenges, and preferences of each lead, utilizing channels like email and LinkedIn. Timely follow-ups are executed based on the leads' behavior, urgency, and sales progression, while dynamic scripts are employed to address common objections, learning from each interaction. Before scheduled meetings, Jeeva delivers instant briefing documents that outline the prospect's background, their significance, and key points to discuss. Users have the flexibility to choose outreach or engagement strategies that align with their business objectives, allowing for the customization of Jeeva AI to fit distinct workflows. This adaptability empowers sales teams to streamline their processes while ensuring high engagement and relevant communication with prospects.
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
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Integrations
Expedience Software
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Pricing Details
$20 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
Jeeva AI
Founded
2024
Country
United States
Website
www.jeeva.ai/
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales