Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Introducing ZoomInfo Copilot, an innovative AI-powered tool designed to transform your sales process. It equips your teams with a significant advantage, enabling them to concentrate on the most promising accounts, increasing their selling time, and accelerating their success.
Copilot consolidates top-notch data and insights while leveraging advanced AI technology to prioritize accounts and provide personalized recommendations that enhance decision-making and boost confidence in sales.
By merging countless signals and data points, Copilot generates tailored account summaries that offer a richer understanding of customers. This tool performs essential research and analysis in mere seconds, delivering actionable insights that facilitate swift and impactful decisions.
The effectiveness of AI is directly linked to the quality of data it utilizes. By integrating your information with our premium, validated, and privacy-compliant ZoomInfo data, Copilot establishes an unparalleled and trustworthy foundation that drives its dependable insights and results. With Copilot, sales teams can expect not only enhanced efficiency but also improved strategic approaches to their targets.
API Access
Has API
API Access
Has API
Integrations
Chorus by ZoomInfo
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce
Storyals
Integrations
Chorus by ZoomInfo
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
PowerPoint
Salesforce
Storyals
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
ZoomInfo
Founded
2007
Country
United States
Website
www.zoominfo.com/copilot