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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 Konverso?

Konverso's groundbreaking platform transforms the support operations of IT, HR, and customer service teams by seamlessly blending conversational AI with automation. By leveraging generative AI, Konverso not only enhances various support functions but also significantly boosts user engagement and operational efficiency. Its array of products is specifically designed to heighten user experience while optimizing workflows across departments. The platform showcases a virtual agent that provides proactive, personalized interactions and integrates effortlessly with existing organizational data and systems, ensuring exceptional outcomes and user satisfaction. Additionally, it aids contact center teams by streamlining the onboarding process, offering quick recommendations, and automating routine tasks, which empowers agents to focus on more meaningful customer interactions. With the introduction of generative AI, Konverso also elevates search functionalities, delivering precise and pertinent information in real time and ultimately enhancing productivity in the workplace. This cutting-edge technology in AI and automation is poised to transform your organization’s support functions, rendering them more efficient and adaptive to change. As the business landscape continues to shift, embracing such innovative solutions will be crucial for sustaining a competitive advantage and driving growth. This forward-thinking approach will not only enhance operational capabilities but also foster a culture of continuous improvement within organizations.

Media

Media

Integrations Supported

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

Integrations Supported

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

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

Konverso

Company Location

United States

Company Website

www.konverso.ai/

Categories and Features

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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