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About

Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales.

About

Omega is an internally developed AI agent integrated directly into Slack to supercharge sales workflows by handling routine tasks, surfacing insights, and nudging team members toward best practices, all with minimal friction. It seamlessly connects with core tools like Slack, Google Drive, Apollo, Salesforce, and transcript systems to automate time-consuming chores, generating call agendas, summarizing expert calls, locating relevant documents, and tracking deal progression. Omega operates as a modular, multi-agent system, utilizing specialized roles orchestrated via frameworks like AutoGen to plan, execute, and validate actions within the workflow. This architecture runs on a cloud-native, serverless stack using AWS Lambda and Step Functions, enabling flexibility and scale. Observability and iteration are supported through tools like Langfuse, Promptfoo, CI/CD pipelines, and Terraform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales professionals

Audience

Sales-driven teams looking for a solution to automate routine tasks, surface context-rich recommendations, and enforce sales frameworks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales

Company Information

Netguru
Founded: 2008
Poland
www.netguru.com/omega

Alternatives

Alternatives

Copilot Data

Copilot Data

Copilot Data Almund

Categories

Categories

Integrations

Salesforce
AWS Lambda
AWS Step Functions
Apollo
AutoGen
Expedience Software
Google Drive
HubSpot CRM
HubSpot Customer Platform
Langfuse
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Slack
Storyals
Terraform
promptfoo

Integrations

Salesforce
AWS Lambda
AWS Step Functions
Apollo
AutoGen
Expedience Software
Google Drive
HubSpot CRM
HubSpot Customer Platform
Langfuse
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Slack
Storyals
Terraform
promptfoo
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Claim Microsoft 365 Copilot for Sales and update features and information
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