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What is ZoomInfo Copilot?

Introducing ZoomInfo Copilot, a groundbreaking AI-driven tool designed to revolutionize your sales approach. This innovative solution provides your teams with a significant edge, allowing them to focus on the most promising accounts, thereby increasing their selling time and accelerating their overall success. Copilot brings together high-quality data and insights while utilizing sophisticated AI technology to prioritize accounts and offer personalized recommendations that improve decision-making and instill confidence in sales efforts. By integrating numerous signals and data points, Copilot crafts customized account summaries that deepen your understanding of customers. This powerful tool conducts vital research and analysis in just seconds, providing actionable insights that enable quick and effective decision-making. The success of AI relies heavily on the quality of the data it processes. By merging your information with our premium, validated, and privacy-compliant ZoomInfo data, Copilot creates an unmatched and reliable foundation that fuels its trustworthy insights and outcomes. With Copilot in your sales arsenal, teams can look forward to not only greater efficiency but also more refined and strategic methods in targeting their objectives, ultimately leading to a more successful sales journey.

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

Chorus by ZoomInfo
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
ZoomInfo
ZoomInfo Chat
ZoomInfo Engage
ZoomInfo Marketing
ZoomInfo Operations
ZoomInfo Sales

Integrations Supported

Chorus by ZoomInfo
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
ZoomInfo
ZoomInfo Chat
ZoomInfo Engage
ZoomInfo Marketing
ZoomInfo Operations
ZoomInfo Sales

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

ZoomInfo

Date Founded

2007

Company Location

United States

Company Website

www.zoominfo.com/copilot

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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