AI-Agents for Sales working with Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Gather cited prospect details from company websites.
Get a cited findings note for the facts you requested. See what the organization's website could not verify.
9 toolsPut the client's submitted scope beside the draft quote for deal review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsShow changed quote terms beside the file before approval.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsShow the current client scope beside quotes sent for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSend proposals for approval with supporting files attached.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsDraft cited answers to buyer questions during sales bids.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.
9 toolsDraft first answers to buyer inquiries for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 tools
