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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.
Description
If you can envision it, the pioneering generative AI for CRM is ready to bring your ideas to life. Prepare yourself, as Einstein GPT has made its debut in the conversation.
Customize every interaction with your customers using AI-driven emails, dialogues, and proposals that leverage your up-to-the-minute data.
Enhance efficiency with actionable insights spanning sales, services, marketing, and commerce integrated seamlessly into your daily workflow.
Easily craft innovative experiences with user-friendly low-code tools that allow you to generate tailored predictions and suggestions without the need for a data scientist.
Assist sales representatives throughout the entire journey from initial interest to closing the deal, provide accurate forecasts using real-time information, and speed up the closing process with conversational intelligence.
Offer individualized experiences and optimize your time management by incorporating AI directly within your CRM. With Service GPT, you have all the tools necessary to expand rapidly and generate immediate value.
Enhance customer engagement, nurture relationships, and increase revenue through real-time insights; orchestrate smart journeys and deliver timely suggestions to maximize effectiveness. By leveraging these capabilities, you can ensure that your business stays ahead of the competition.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Agentforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce Commerce AI
Integrations
Salesforce
Agentforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce Commerce AI
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
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/products/einstein/overview/