Sales Copilot
Supercharge Dynamics 365 Sales or Salesforce Sales Cloud
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Use artificial intellgience to accelerate sales success.
Technologies
Microsoft Dynamics 365 Sales Copilot integrates with both Dynamics 365 Sales and Salesforce Sales Cloud to capture data from phone calls, Teams and Exchange to automate sales processes, transcribe calls, and make AI-generated recommendations. Conversation intelligence and other capabilities accelerates the sales cycle and frees your valuable sales reps to focus on building deeper relationships and winning more deals.
Our Latest Insights
How to Paste a Picture into Microsoft Teams
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field
In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.
4 Reasons Why Using CRM Helps You Manage Better Sales Meetings
If you're a sales manager who isn't using a CRM solution to manage sales meetings yet, you're not getting the full value of your organization's CRM investment. In this blog, we'll explore why and how to use CRM for sales meetings and the plan you can follow for...
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