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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 Copilot Data?

Copilot Data is an AI-driven tool that enhances productivity by integrating effortlessly with Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. This groundbreaking tool increases user efficiency by providing intelligent assistance for tasks such as creating documents, interpreting data, designing presentations, organizing emails, and planning meetings. By leveraging sophisticated language models, Copilot Data streamlines and automates a variety of workflows while ensuring robust security and compliance for businesses, ultimately helping organizations achieve improved operational efficiency. Moreover, its adaptable features cater to individual user requirements, making it an essential resource for any company aiming to elevate productivity levels. With its ability to continuously learn and evolve, Copilot Data offers ongoing value that aligns with the dynamic needs of modern workplaces.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

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

Copilot Data Almund

Date Founded

2024

Company Location

United Kingdom

Company Website

copilotdata.io

Categories and Features

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