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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 HowsThisGoing?

HowsThisGoing is a cutting-edge project management tool that utilizes artificial intelligence to integrate smoothly with Slack, enhancing various tasks such as providing status updates, connecting tools, generating summaries, and delivering insights on team performance. Users can effortlessly create workflows by selecting team members, customizing questions, and scheduling updates, with AI-generated summaries shared automatically in their chosen channels. The tool also interfaces with platforms like GitHub to deliver AI-enhanced insights on pull requests, code commits, and modifications, allowing users to obtain a comprehensive view of their codebase right within Slack. Additionally, it features an AI assistant capable of responding to questions regarding team activities by consolidating information from standups, GitHub, and other linked tools for quick access to essential data. Beyond these capabilities, HowsThisGoing provides extensive analytics and reporting functionalities through a personalized dashboard, which offers critical insights into team performance and boosts overall project management efficiency. Consequently, this tool stands out as a vital asset for teams aiming to refine their collaboration and improve workflow management, ultimately driving greater productivity.

Media

Media

Integrations Supported

GitHub
HubSpot CRM
Jira
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
Notion
PowerPoint
Salesforce
Slack
Storyals

Integrations Supported

GitHub
HubSpot CRM
Jira
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
Notion
PowerPoint
Salesforce
Slack
Storyals

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$0.80 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

HowsThisGoing

Company Website

howsthisgoing.com

Categories and Features

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