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What is Microsoft 365 Copilot for Sales?

Microsoft 365 Copilot for Sales combines the features of Microsoft 365 Copilot with a dedicated agent designed for specific sales roles, integrating seamlessly with your CRM system to provide essential sales insights and generative AI within your daily activities. This powerful integration enhances productivity by automating tasks such as writing emails, organizing meetings, and creating documents like pitch decks and meeting summaries, all within accessible platforms like Outlook, Teams, Word, PowerPoint, and Excel. Additionally, it improves customer engagement by delivering AI-generated summaries of emails and meetings, as well as offering real-time insights during Teams calls. Moreover, it streamlines workflow efficiency by enabling smooth information transfer between Microsoft 365 applications and your CRM system, including support for platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. This innovative tool not only revolutionizes the sales process but also allows professionals to dedicate more time to nurturing relationships and closing deals, rather than getting bogged down by administrative tasks, thereby enhancing overall effectiveness in sales strategies. As a result, sales teams can achieve their targets more efficiently while leveraging technology to stay ahead of the competition.

What is AIssist.io?

AIssist.io emerges as the leading solution for multi-agent and multi-task AI, providing extensive automation tailored to meet the unique demands of your business, which facilitates the automation of more than 70% of workloads, allowing your team to focus on fostering growth. It integrates effortlessly with your current agent platform, functioning with human-like efficiency and collaborating smoothly without interruptions, thereby promoting a streamlined and expedited workflow. Built from scratch with cutting-edge GPT technology, it showcases impressive capabilities that closely resemble human interactions. Custom-tailored to fit your specific business needs, it aligns perfectly with your products, processes, and brand identity. Additionally, it inherently accommodates multimedia content, providing native support for both image and video inputs. Its multi-tasking and comprehensive automation capabilities enable it to manage a diverse array of tasks, including tagging, responding, following up, escalating issues, summarizing data, updating records, analyzing information, and much more. Moreover, it can easily connect to any system and update databases via publicly accessible APIs, boosting its adaptability. It also functions across a variety of channels, supporting all major languages, including chat, email, social media, SMS, and WhatsApp, and accommodating a total of 57 languages to serve a worldwide audience. This multilingual proficiency ensures that businesses can effectively communicate and engage with their customers, regardless of geographical boundaries.

Media

Media

No images available

Integrations Supported

Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce
Storyals

Integrations Supported

Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce
Storyals

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales

Company Facts

Organization Name

AIssist.io

Date Founded

2024

Company Location

United Kingdom

Company Website

www.aissist.io

Categories and Features

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