Microsoft 365 Copilot For Sales

star star star star star 0.0 (0 reviews) | Sales Tools Software · AI Sales Assistant Software

Boost your sales productivity with Microsoft 365 Copilot For Sales, automating data entry and generating insights in Outlook and Teams for a seamless workflow.

Get Pricing play_circleWatch Demo

Product Overview

The Microsoft 365 Copilot For Sales offers smooth integration with various CRM systems, allowing for the automation of data input and content creation directly in Outlook and Teams. While establishing compliance policies may demand specialized knowledge, its capability to simplify workflows and deliver immediate insights during meetings greatly boosts productivity. In summary, it fosters a cohesive and effective sales atmosphere.

Product Details

What Is Microsoft 365 Copilot For Sales?

Microsoft 365 Copilot For Sales is an intelligent assistant powered by AI, created to connect productivity tools with sales record systems. It seamlessly integrates Microsoft Outlook and Teams with Customer Relationship Management (CRM) platforms, enabling sales professionals to access and modify records without needing to switch between applications. By automating routine tasks and crafting contextually relevant email drafts, this software empowers teams to minimize data entry efforts and concentrate on nurturing stronger relationships with clients.

Microsoft 365 Copilot For Sales Pricing

The pricing for Microsoft 365 Copilot For Sales is designed to be flexible, beginning at $9.99 per month to accommodate users with different needs. It is available as a standalone add-on or as part of premium licenses.

Individual plans: Starting from $9.99/month
Business plans: Starting from $21.00/user/month
Enterprise plans: Starting from $30.00/user/month
Copilot Studio plans: Starting from $30.00/user/month

Request a customized quote for Microsoft 365 Copilot For Sales pricing tailored to your organization today!

Please note that pricing may change.

Microsoft 365 Copilot For Sales Integrations

This software is compatible with various systems and platforms, including:

Microsoft Dynamics 365 Sales
Salesforce Sales Cloud
Microsoft Outlook
Microsoft Teams

Check out the Microsoft 365 Copilot For Sales demonstration to discover more about its integration capabilities.

Who Is Microsoft 365 Copilot For Sales For?

This solution is well-suited for numerous industries and sectors, such as:

Financial services
Manufacturing
Retail
Healthcare
Professional services
Technology
Telecommunications

Is Microsoft 365 Copilot For Sales Right For You?

If your business heavily utilizes the Microsoft ecosystem for everyday communication, this software can significantly streamline the process of manual CRM updates. It is especially beneficial for enterprise sales teams aiming to harness generative AI for communication drafting and meeting analysis without leaving their inboxes. Its compatibility with both Salesforce and Dynamics 365 makes it a flexible option for various technical setups.

If you're still uncertain whether Microsoft 365 Copilot For Sales is suitable for your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

Sales Tools Software Features

cancel Activity

cancel Mobile App

cancel Bulk Search

cancel Sales Tools

cancel Lead Scoring

cancel Time & Billing

cancel Call Recording

cancel Sales Coaching

cancel Verified Email

cancel CRM Integration

cancel Lead Enrichment

check_circle Lead Management

check_circle Task Management

cancel Order management

check_circle Sales Automation

cancel Sales Enablement

check_circle Activity Tracking

cancel Data Connectivity

check_circle Email Integration

cancel Sales Forecasting

cancel Activity Dashboard

cancel Applicant Tracking

cancel Catalog management

cancel Collaboration Tool

check_circle Contact Management

cancel Content Management

cancel Customizable Forms

cancel Meeting Scheduling

cancel Reporting/Analytics

cancel Sales Acceleration

cancel Sales Intelligence

cancel Account Development

cancel Attendance Tracking

check_circle Collaboration Tools

cancel Document Management

cancel Proposal Generation

cancel Reporting & Analytics

cancel Cloud-Based Software

cancel Field Sales Software

cancel Inventory Management

check_circle Performance Tracking

cancel White Space Analysis

cancel Asynchronous Learning

cancel Business Intelligence

cancel Procurement Management

cancel Customizable Dashboards

cancel E‑signature Capabilities

cancel File Sharing & Management

cancel Real-Time Communication

check_circle Reporting and Analytics

cancel Supply Chain Management

cancel E-Signature Capabilities

cancel Embedded CRM Integration

cancel Market Signal Monitoring

cancel Sales Analytics Software

cancel Sales Platforms Software

cancel Data enrichment / AI Fields

check_circle Sales Pipeline Management

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Integration With CRM & Tools

cancel Sales Intelligence Software

cancel Customizable Dashboards / Views

cancel Predictive Sales Intelligence

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Revenue Operations Intelligence

cancel Customer Relationship Management

cancel CRM integration and data services

cancel Customer Relationship Management (CRM)

cancel Cross-Selling & Up-Selling Recommendations

cancel Revenue Operations Intelligence Software

cancel Activity Tracking, Reporting and Analytics

cancel Sales Intelligence (via technology tracking)

Pros & Cons

Pros

checkBuilt-in privacy controls and compliance features ensure data is secure

checkAutomates repetitive tasks, enabling teams to focus on higher-value work

checkReal-time conversation intelligence and coaching

Cons

closeLimited integration with non-Microsoft apps

closeCertain features, such as advanced graphics generation, still feel less polished

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with Microsoft 365 Copilot For Sales.

Frequently Asked Questions

No, API access is not available.

It integrates with Microsoft Dynamics 365 Sales, Salesforce Sales Cloud, Microsoft Outlook, and Microsoft Teams.

Typical users include sales teams in financial services, manufacturing, and technology industries.

The vendor offers flexible Microsoft 365 Copilot For Sales pricing, including Individual plans starting from $9.99/month, Business plans from $21.00/user/month, Enterprise plans from $30.00/user/month, and Copilot Studio plans also start from $30.00/user/month. For a custom Microsoft 365 Copilot For Sales cost estimate, contact us.

It provides support for business subscribers via web and phone. It also has a wide variety of resources and training materials on the website to help customers with any issues they might be facing.

Microsoft 365 Copilot For Sales is available in German, English, Spanish, French, Italian, Portuguese, Russian, Chinese, Japanese, Korean, Thai, and Vietnamese.

Yes, features are accessible via the Microsoft 365 Copilot app available for both iOS and Android devices.

Still deciding on Microsoft 365 Copilot For Sales?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

Microsoft 365 Copilot For Sales

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality