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ease
features
design
support

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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

Uncover the reasons behind your successful or unsuccessful deals. Accelerate your sales process with insights powered by generative AI, which include recordings, deal evaluations, sentiment analysis, and coaching tips. Gain instant clarity on action items, objections, and pain points to assess the current status of your deals. Ensure you never overlook vital information about your prospects again. With our solution, you can boost your demo conversion rates by an impressive 25% to 40%. Identify areas for enhancement on your subsequent calls. Instead of merely transcribing, capture every nuance with detailed meeting analytics through Salesify. Automatically craft personalized AI-generated follow-up emails that reflect the content and results of your meetings. Within your organization, AI coaching offers customized insights and guidance for both teams and managers, focusing on enhancing performance, improving communication, and optimizing processes. This approach not only hones sales strategies like objection handling and negotiation but also enhances conversion rates and tailors customer engagement to meet individual needs. By implementing these strategies, you can foster a more effective and responsive sales environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Teams
Salesforce
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pipedrive
PowerPoint
Storyals
Zoom

Integrations

Microsoft Teams
Salesforce
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pipedrive
PowerPoint
Storyals
Zoom

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per month
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

Salesify

Country

United States

Website

www.salesify.ai/

Product Features

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Alternatives

Alternatives