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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 Cara AI?

Cara leverages LinkedIn, Apollo, and an extensive array of over fifty resources to identify potential leads effectively. With the help of ChatGPT, she crafts personalized emails before delivering them straight to your Gmail or Outlook inbox. To initiate the process, simply share details about your business, outline your ideal customer profile, and indicate your desired communication style. You can work alongside Cara to evaluate the leads she finds and the outbound messages she develops for you. After reaching a shared understanding, you can assign tasks to Cara, enabling her to function independently. She continuously learns from every interaction, which guarantees that your outreach efforts not only generate more meetings but also attract the right audience at scale. Cara simplifies the entire outreach journey, from identifying the ideal contacts to creating highly effective one-on-one personalized messages sent at the best times. In addition, she performs comprehensive research on potential clients and rigorously checks their contact details for accuracy. Cara also crafts deeply personalized messages tailored for each lead, ensuring they are sent when engagement is most probable. This meticulous approach not only improves the effectiveness of your outreach strategy but also fosters stronger connections with potential clients. By relying on her expertise, you can enhance your business's outreach capabilities significantly.

Media

Media

Integrations Supported

Microsoft Outlook
Salesforce
Apollo.io
ChatGPT
Gmail
Google Chrome
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Teams
Microsoft Word
Pipedrive
PowerPoint
Storyals
Zapier

Integrations Supported

Microsoft Outlook
Salesforce
Apollo.io
ChatGPT
Gmail
Google Chrome
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Teams
Microsoft Word
Pipedrive
PowerPoint
Storyals
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$147 per month
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

Cara AI

Company Location

Netherlands

Company Website

webtastic.ai/

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