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What is Verticalls?

How does it function? 1/ The application seamlessly integrates with your chosen video conferencing platforms like Microsoft Teams or Google Meet, with plans to include Zoom in the future. 2/ Within the dashboard, you can configure all necessary tools tailored for your sales and customer success teams, allowing you to utilize resources such as checklists, battlecards, meeting scripts, CRM viewers, and qualifiers during your video calls. 3/ The system offers both transcription and recording capabilities for meetings, granting you access to audio recordings and written transcriptions that can aid in enhancing your understanding, retrieving information, or compiling reports on the discussions. 4/ Additionally, the platform features analytics and an interactive report, which outlines the entire agenda of your meeting, enabling you to gauge your performance through various statistics. 5/ This comprehensive approach not only streamlines your meetings but also enhances overall productivity by providing valuable insights and accountability for your teams.

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.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft Teams
Salesforce
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pipedrive
PowerPoint
Storyals

Integrations Supported

Microsoft Dynamics 365
Microsoft Teams
Salesforce
Google Meet
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pipedrive
PowerPoint
Storyals

API Availability

Has API

API Availability

Has API

Pricing Information

$34.99
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

Goomeo

Date Founded

2012

Company Location

France

Company Website

www.verticalls.ai

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

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

Video Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

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