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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.
Description
Envision a scenario where you could effortlessly access all the insights you once had, or effortlessly bring to mind every detail from your past interactions without the hassle of scrolling or searching. Your personal AI serves as a digital archive of your life, containing a wealth of information about your experiences. From organizing future gatherings with friends to summarizing work discussions, everything is automatically indexed and easily retrievable through simple conversations. Unlike standard AI systems that rely on generic data, your Personal AI is uniquely tailored to your individual experiences and communications, ensuring it remains distinctly yours. With features like Personal AI Copilot and Autopilot, you'll never overlook a crucial message or memorable moment again. Designed for smooth and continuous connectivity, your personal AI allows you to stay engaged in group chats or effortlessly share updates with loved ones by crafting detailed messages drawn from your rich tapestry of memories accumulated over time. This innovation not only enhances communication but also deepens your connections with those around you.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Activepieces
Axis LMS
Gmail
Google Drive
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft OneDrive
Microsoft Teams
Integrations
Microsoft Outlook
Activepieces
Axis LMS
Gmail
Google Drive
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft OneDrive
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
Vendor Details
Company Name
Personal AI
Founded
2020
Country
United States
Website
www.personal.ai/