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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 Hintro?

Hintro has developed an AI-powered sales assistant for video conferencing called Boxy, which acts as a discreet desktop application that serves as a private overlay, invisible to other participants. During real-time calls, Boxy delivers essential support through various tools that help users with next-step prompts, objection handling, clarifying details, and crafting thoughtful questions, while also allowing for the creation of personalized controls. Sales professionals can connect Boxy with their customized Knowledge Base, which encompasses key documents, brief notes, and specific terminology, ensuring that the recommendations provided are well-suited to their particular offerings and tactics. Furthermore, Boxy supports transcription in English, Hindi, and Hinglish, making it an ideal solution for teams focusing on Indian clientele. With ten ready-made call frameworks that address critical phases like discovery, demonstrations, and negotiations, users also have the option to add their own unique frameworks. After every call, Boxy produces a detailed summary, a speaker-labeled transcript, and a record of AI interactions for later analysis. Priced starting at only $6 per user monthly, Boxy is tailored to boost sales efficiency in a highly competitive environment. Its cutting-edge features are designed to empower sales teams while optimizing their communication methods, ultimately leading to improved customer engagement and satisfaction.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$6/month/user
Free Version
Free Trial Offered?

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

Hintro

Company Location

India

Company Website

hintro.ai

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