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.

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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.

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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.

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.

Trusted account intelligence 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.

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.

Want more information?

If you’re interested in learning more about Databook’s integration with Microsoft Copilot for Sales, drop us a note and we’ll be in touch shortly.

Want more information?

If you’re interested in learning more about Databook’s integration with Microsoft Copilot for Sales, drop us a note and we’ll be in touch shortly.