AI-driven sales insights and recommendations

Better together. 

Increase sales productivity and efficiency by bringing's AI-powered sales data and insights into the Microsoft tools sellers know and love.

Learn More for Microsoft Dynamics 365 Sales

Unlock insights from your complete, accurate, and enriched sales data with easy-to-use generative AI right inside of your Microsoft D365 Sales CRM. Surface risks, identify key stakeholders, understand engagement levels, and get next steps in real-time on every account to ensure reps have the context they need to convert pipeline and drive higher win rates.

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Key Benefits / Features

Key Benefits

  • Automatic contact capture and enrichment gives you deep insights into the players in every deal—embedded directly in Dynamics 365 Sales.
  • Detailed and intuitive insights allow your sales team to better understand everything that’s going on within an account.
  • Bring scattered data from across your tech stack directly inside your Microsoft tools in a single view.
  • Empower your RevOps team with the information to answer essential business questions, aiding in planning, hiring, forecasting decisions, and territory alignment
  • Give your sales orgs complete visibility to the activities that create and advance pipeline, allowing managers to effectively coach their teams and drive more predictable revenue.
  • Easily allow reps to see stakeholder engagement levels so they keep buyers involved at every stage of a deal. Plus, give them visibility when an engaged contact begins to disengage.

Shay Gurman

"We are thrilled to expand our relationship with into Microsoft Dynamics 365 Sales. Together we are providing customers with an easy way to unify sales activity data, surface meaningful insights, and ultimately improve seller efficiency inside Microsoft Dynamics 365 Sales and Copilot for Sales, bringing the insights right where teams are already working. This new integration will help decrease time to value with AI tools that are easy to use and backed by comprehensive data.”

Lori Lamkin

CVP of Dynamics 365 Sales & Marketing for Microsoft Copilot for Sales

With for Microsoft Sales Copilot, sellers will get AI-driven insights natively inside the places they already spend their time — Microsoft Outlook and Microsoft Teams. With opportunity insights right at their fingertips, go-to-market teams can make sure they’re spending their time with the right people and taking the right actions in accounts to drive more deals to closed-won.

Key Benefits

  • Bring insights around accounts, contacts, and opportunities directly into the seller workflow.
  • Provide reps with enriched contact cards, including title, contact info, persona, seniority, and more.
  • Ensure your reps are engaging the right decision-makers and stakeholders throughout the deal.
  • Engage the right people at the right accounts with recommended missing Stakeholders and internal Connections that can help make introductions.
  • Let reps easily see stakeholder engagement levels so they keep buyers involved at every stage of a deal. Plus, get visibility when an engaged contact begins to disengage.
  • Enable reps with AI-powered summaries and suggestions for next steps, such as who from the buying group needs to be reached or risk that needs to be mitigated.
  • Help sellers stay engaged in digital meetings by unlocking real-time visibility into attendees.
Key Benefits / Features
Shay Gurman

“We welcome into the Microsoft Sales Copilot ecosystem. Incorporating’s powerful data and capabilities with Sales Copilot to surface meaningful insights directly within the workflow dramatically enhances sales productivity. Our collaboration with embodies our commitment to delivering customer value through data-driven insights.”

Shay Gurman

VP of Engineering, Viva Sales, D365 Sales, D365 Commerce 

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