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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

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

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