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Description
Goldie's primary goal is to assist sales representatives. Picture a sales organization where each rep is supported by an AI co-pilot, constantly present to enhance their selling efficiency and alleviate the daily challenges they face. While sales managers, operations teams, and leadership also gain advantages, Goldie's foremost responsibility is to empower salespeople to secure more deals in a shorter timeframe. This AI functions as a supportive partner for sales professionals, providing guidance by proposing and automating effective sales strategies and best practices. While we can't share too many specifics just yet, we encourage you to sign up for early access, as we believe you'll discover Goldie's remarkable capabilities. If you're seeking assistance in closing more deals while optimizing your time, Goldie is here to help. Acting as your sales co-pilot, Goldie not only suggests but also implements proven sales strategies to help you achieve success. Together, you can transform your sales approach and reach new heights in performance.
Description
Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.
API Access
Has API
API Access
Has API
Integrations
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
Integrations
Expedience Software
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Salesforce
Storyals
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Goldie
Founded
2023
Country
United States
Website
www.goldie.ai/
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales