Average Ratings 0 Ratings
Average Ratings 1 Rating
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
Ubico offers an advanced email solution designed to enhance the productivity of sales representatives by seamlessly integrating with existing systems like CRM and email platforms, utilizing machine learning to create standard email drafts and streamline repetitive tasks. By tapping into the vast potential of conversation data, Ubico effectively segments audiences and drafts emails on your behalf. With AI-driven workflows, you can automate routine emails that you typically handle manually. Our no-code platform not only increases lead conversion rates but also elevates your team's efficiency. It’s specifically tailored for growth teams that often find themselves spending excessive time crafting personalized messages for both new and existing clients. With a robust set of features, Ubico empowers users to establish innovative workflows for managing both inbound and outbound leads. Furthermore, it automates tedious lead management processes such as research, validation, outreach, segmentation, and personalization among others. The AI capabilities of Ubico integrate directly into your communication channels, including outreach, scheduling, and inbox, ensuring that your interactions with prospects are more targeted and meaningful. This transformative approach ultimately allows sales teams to focus on what truly matters—building relationships and closing deals.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Storyals
Integrations
Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
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
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Vendor Details
Company Name
Ubico
Founded
2018
Country
Canada
Website
www.ubico.io
Product Features
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management