Meeting sellers where they work

DatabookGPT + Microsoft Copilot for Sales

We’re putting the power of Databook’s proprietary data and trusted insights directly inside Microsoft Copilot for Sales. Show up ready for every meeting, every account, every time—without leaving your workflow.

What is Microsoft Copilot for Sales?

Microsoft Copilot for Sales is an AI assistant that helps sellers work more efficiently and bring sales insights into the collaboration and productivity tools they use daily, such as Outlook, Teams, and Word. Copilot for Sales connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales and can now be configured to connect to Databook, along with other sales solutions.

Get Databook's trusted insights where you work

Key sales info automatically delivered in Outlook

When you receive email related to an assigned account or customer, Databook works with Copilot for Sales to automatically uncover important details around the company. A handy bullet-point list displays directly in your Outlook sidebar for easy reference and actionable next steps.

Trusted account intelligence right within Copilot chat

Whether you’re just getting started on account research, you need help tying your solutions to your account’s strategic priorities, or you’re curious about possible opportunities, chat directly within Copilot for Sales and get curated insights based on Databook’s real-time, proprietary datasets.

Detailed briefings for executive meeting prep

Use Databook and Copilot for Sales to get detailed briefings that prepare you to meet with buyers and cultivate champions. Databook’s proprietary algorithms, combined with our licensed data and deep domain expertise, create an accurate plan tailored to your buyer’s specific needs and priorities, while aligning your use cases to make a compelling financial case for change—all accessible within your Copilot for Sales chat. If you want to dive deeper, just click to continue on the Databook platform.

Dive into DatabookGPT

Features that power the future of enterprise selling.

Real-time Enterprise Account Intelligence

Get the most advanced, up-to-date insights on your accounts, including predictive deal risk.

Strategic PoV Creator

Know how to position your solutions for the best opportunities and biggest deals.

Databook Score

Let our patented algorithms synthesize mountains of research to determine where you should focus and which accounts have the greatest propensity to buy.

Account Plan Creator

Quickly generate a structured account strategy that aligns your solutions to buyers’ strategic priorities.

Contact Strategy

Get a list of key buyers, contact information, and personalized narratives, along with recommendations for how and when to engage.

Executive Briefings

Instantly prepare briefings on an account’s status, including company business performance and competitive positioning, so your internal exec team is always ready to engage.

Meeting Prep Assistant

Ace every sales meeting. DatabookGPT briefs you on who you’re meeting, creates a topic-specific agenda, and delivers a list of highly personalized discovery questions.

Hyper-personalized Email Guidance

Generate best-in-class outreach email templates based on accurate, real-time data specific to any context or buyer.

Executive-Ready Financial Analysis

Let Databook’s patented algorithms distill hundreds of pages of financial reports to get your ready for C-suite meetings.

Experience the evolution of enterprise sales

The only AI-powered account intelligence that's designed for the needs of elite sellers and enterprise deals

Experience the evolution of enterprise sales

The only AI-powered account intelligence that's designed for the needs of elite sellers and enterprise deals