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What is Zoho Zia?

Meet Zia, your smart assistant crafted to optimize your business processes. From extracting customer insights to drafting important documents and checking sales statistics, Zia diligently simplifies your everyday tasks. Generating reports is incredibly straightforward; for example, if you request, "display support tickets by channel for this month," Zia can promptly generate a bar chart for your review. The next time you're navigating a spreadsheet, just ask Zia to create a chart or a pivot table for enhanced data visualization. Leveraging cutting-edge natural language processing, Zia understands your inquiries with remarkable accuracy. Additionally, she evaluates the sentiment and context of incoming support tickets, sorting them effectively to ensure they are assigned to the appropriate team member. By tracking patterns, Zia can alert you to any anomalies as they occur. When you look up a customer, Zia provides a detailed overview of all interactions, including emails, support inquiries, transactions, and pertinent documents or presentations. You can even engage with messages or modify details directly from the search outcomes, further streamlining your workload. With Zia as your ally, your focus can remain on the most important aspects: developing your business and improving customer experiences while enjoying the benefits of enhanced productivity.

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

Integrations Supported

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

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

Zoho

Date Founded

1996

Company Location

India

Company Website

www.zoho.com/zia/

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

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