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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 Jeeva AI?

Jeeva AI operates as a sophisticated platform designed to automate and improve sales workflows by interacting with potential customers continuously, especially when they are most inclined to make purchases. This platform offers a variety of features, including lead discovery and enhancement, tailored messaging, smart follow-ups, objection handling, and contextual briefings prior to meetings. Each day, Jeeva's AI meticulously explores online resources, social media profiles, and various databases to discover and enrich high-intent leads. It customizes communication based on the specific roles, challenges, and preferences of each lead, utilizing platforms such as email and LinkedIn for outreach. Follow-ups are conducted promptly, taking into account the leads' activities, urgency, and progression through the sales funnel, while adaptable scripts address common objections and improve with each interaction. Before meetings are arranged, Jeeva provides instant briefing documents that highlight the prospect's background, importance, and key discussion points. Users can opt for outreach or engagement strategies tailored to their business goals, which allows them to customize Jeeva AI to accommodate unique workflows. This flexibility not only enhances the efficiency of sales teams but also ensures that they maintain meaningful engagement and relevant communication with their prospects, ultimately fostering stronger connections and improving sales outcomes.

Media

Media

Integrations Supported

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

Integrations Supported

LinkedIn
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

$20 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

Jeeva AI

Date Founded

2024

Company Location

United States

Company Website

www.jeeva.ai/

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