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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 Meeple.ai?

Meeple.ai analyzes your sales discussions and designs bespoke mini-websites that cater to the specific preferences of your clients, incorporating their language and expressions. By leveraging Meeple, you can simplify the process of following up with potential buyers. After each sales conversation, you just need to click a button to generate succinct summaries automatically. The platform gathers crucial buyer information from every Zoom meeting and creates a one-page summary for you to review and send. Moreover, Meeple.ai's AI assistant not only transcribes your sales calls but also extracts relevant insights to produce tailored one-pagers for your clients, ultimately improving your communication. This cutting-edge tool facilitates a more individualized engagement with prospective customers, strengthening your business relationships and making every interaction more impactful. With Meeple.ai, you can ensure that your follow-up is not only efficient but also resonant with the specific needs of your audience.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$412 per user per year
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

Meeple.ai

Company Location

United States

Company Website

www.meeple.ai/

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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