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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 MARVL?

MARVL effortlessly integrates with your CRM by utilizing emails, notes, and various activities to boost its functionality. By incorporating your organization's sales playbooks, MARVL gains valuable insights from your sales coaching sessions, becoming an indispensable asset for every sales team member to utilize. This tool is particularly beneficial for preparing for important calls and tackling sales inquiries, offering immediate and precise guidance similar to how your CEO would handle a conversation. Consequently, it promotes effective and fruitful customer interactions on a consistent basis. With easy access to essential product and sales information, conducting pre-call research transforms into a simple task, equipping you with customized emails, strategies, scripts, and questions tailored to each individual account. Additionally, MARVL enables you to proactively practice interactions and manage objection scenarios, ensuring you are always prepared for optimal customer engagements. Proficiency in using this tool empowers you to regularly achieve your sales quotas, leading to enhanced sales results that outshine those of other B2B teams. The ongoing support and insights provided by MARVL not only elevate individual performance but also contribute significantly to the overall success of the team. Thus, by consistently leveraging MARVL's capabilities, your organization can build stronger customer relationships and drive long-term growth.

Media

Media

Integrations Supported

Salesforce
Gmail
Gong
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
OAuth
PowerPoint
Slack
Storyals

Integrations Supported

Salesforce
Gmail
Gong
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
OAuth
PowerPoint
Slack
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

MARVL

Company Location

United States

Company Website

www.marvl.io

Categories and Features

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

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