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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Jeeva AI serves as an advanced platform for automating and enhancing sales workflows by engaging potential customers around the clock at their peak readiness to make a purchase. The platform includes capabilities such as lead discovery and enhancement, personalized messaging, intelligent follow-ups, handling objections, and providing contextual briefings prior to meetings. Jeeva's AI diligently searches online resources, social media profiles, and various databases to identify and enrich high-intent leads on a daily basis. It tailors communication to the specific role, challenges, and preferences of each lead, utilizing channels like email and LinkedIn. Timely follow-ups are executed based on the leads' behavior, urgency, and sales progression, while dynamic scripts are employed to address common objections, learning from each interaction. Before scheduled meetings, Jeeva delivers instant briefing documents that outline the prospect's background, their significance, and key points to discuss. Users have the flexibility to choose outreach or engagement strategies that align with their business objectives, allowing for the customization of Jeeva AI to fit distinct workflows. This adaptability empowers sales teams to streamline their processes while ensuring high engagement and relevant communication with prospects.

Description

Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Expedience Software No 
LinkedIn Yes 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft Teams No 
Microsoft Word No 
Salesforce No 
Storyals No 

Integrations

Expedience Software Yes 
LinkedIn No 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
Salesforce Yes 
Storyals Yes 

Pricing Details

$20 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Jeeva AI

Founded

2024

Country

United States

Website

www.jeeva.ai/

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales

Alternatives

Alternatives

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