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What is Samskit?

Samskit is an innovative B2B sales software that empowers sales teams to maximize their selling time while offering a dependable CRM solution. This AI-powered tool adeptly records, transcribes, and analyzes sales conversations, simplifying the workflow by automatically refreshing the CRM, creating tasks, and preparing follow-up emails without any input from the sales professionals. Designed for B2B sales teams across various sizes, Samskit integrates seamlessly with leading CRMs such as HubSpot, Salesforce, Pipedrive, and Zoho, and it works effortlessly with meetings conducted on platforms like Google Meet and Microsoft Teams. Thanks to its calendar synchronization feature, Samskit can automatically join calls, eliminating the need for a browser extension and providing a smooth user experience. After each call, the platform generates a comprehensive summary, assesses qualification metrics like MEDDIC or BANT, and facilitates easy CRM updates with just one click. Each sales conversation prompts automatic modifications to CRM fields, provides meeting summaries, identifies action items, creates tasks, and drafts follow-up emails. Moreover, this information is efficiently shared via HubSpot, Slack, and email, allowing sales professionals to leverage important insights without navigating through a separate dashboard, thus boosting their productivity and focus on selling. This cutting-edge solution not only conserves valuable time but also guarantees that every critical detail in the sales process is captured and addressed, contributing to enhanced overall sales effectiveness. Furthermore, by automating these routine tasks, sales teams can concentrate on building relationships with clients and closing deals.

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.

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Integrations Supported

Microsoft Teams
Salesforce
Expedience Software
Google Meet
HubSpot CRM
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Pipedrive
Storyals
Zoho CRM

Integrations Supported

Microsoft Teams
Salesforce
Expedience Software
Google Meet
HubSpot CRM
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Pipedrive
Storyals
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$30/user/month
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

Samskit

Date Founded

2026

Company Location

Brazil

Company Website

samskit.com

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

Categories and Features

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