Audience
Sales professionals
About Microsoft 365 Copilot for Sales
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.
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Microsoft 365
Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.
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Clari Copilot
Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment.
With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster.
With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari.
Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.
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Drift
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Microsoft 365 Copilot
Introducing Microsoft 365 Copilot — your copilot for work. It combines the power of large language models (LLMs) with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet.
Copilot is integrated into Microsoft 365 in two ways. It works alongside you, embedded in the Microsoft 365 apps you use every day — Word, Excel, PowerPoint, Outlook, Teams and more — to unleash creativity, unlock productivity and uplevel skills. Today we’re also announcing an entirely new experience: Business Chat. Business Chat works across the LLM, the Microsoft 365 apps, and your data — your calendar, emails, chats, documents, meetings and contacts — to do things you’ve never been able to do before. You can give it natural language prompts like “Tell my team how we updated the product strategy,” and it will generate a status update based on the morning’s meetings, emails and chat threads.
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Integrations
Company Information
Microsoft
Founded: 1975
United States
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Support
Online
