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AI Copilot for Sales

Equip your sales team to increase sales performance using ZBrain’s AI Copilot. Our tool seamlessly generates executive summaries of deals, identifies issues, suggests the next best actions, and drafts agendas for the recommended actions, enhancing your CRM workflow for maximum efficiency.

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Features of Our AI Copilot for Sales

Automatic Executive Summary Generation

Ensure your team is always working with the most current information. The tool automatically creates summaries of all deal activities in your CRM tool, keeping your team informed and organized.

  • It analyzes past activities, notes, emails, and deal history.
  • Generates detailed summaries for each deal, encompassing key events and a comprehensive overview.
  • Updates the summary in real time as new activities occur.

Identify Gaps and Issues

Prevent inefficiencies from stalling your deals. AI Copilot for sales analyzes your CRM data, identifying underlying reasons for potential issues or delays within your sales process.

  • Reviews deal details, meeting notes, and deliverables to identify potential gaps.
  • Provides specific insights into issues and parties involved in the sales process.
  • Facilitates proactive problem-solving to enhance sales performance and communication efficiency.

Identify Gaps and Issues

Get smart suggestions for your next best move. AI Copilot analyzes the latest activity and data within your Pipedrive and suggests the most effective next steps to prioritize tasks and improve decision-making.

  • The tool analyzes the latest deal activity and data in Pipedrive to identify patterns and trends.
  • Based on thorough analysis, it suggests the next best action, whether it involves sending emails, drafting documents, or making phone calls.
  • Drafts the agenda or content for the suggested action items.

Benefits of Our AI Copilot for Sales

Streamlined Documentation

Enhanced Sales Performance

Our AI Copilot streamlines your sales process, boosting sales with data-driven insights and automated workflows.
Due Diligence

Heightened Efficiency

Saves time and resources with automated tasks, allowing your team to focus on high-value activities.
Enhanced Incident Response

Improved Decision-making

Assists you in making informed decisions based on real-time analysis and insights, leading to highly successful deals.
Optimized Security Operations

Enhanced Visibility

Offers instant insights into each deal’s history and current status with automatically generated executive summaries.

CRMs Supported by ZBrain’s AI Copilot for Sales

Our Partners


Industries We Serve

Financial Services
Real Estate
Retail & Consumer Goods

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What is AI Copilot for Sales?

ZBrain’s AI Copilot for sales is an advanced AI solution designed to assist sales teams in optimizing their performance throughout the sales cycle. It leverages artificial intelligence to automate tasks, provide data-driven insights, and streamline CRM workflows, ultimately aiming to enhance sales productivity and outcomes by providing valuable assistance to sales professionals.

How does ZBrain's AI Copilot streamline sales workflows?

ZBrain’s AI Copilot for sales is a CRM assistant that helps you streamline your sales process. It automates time-consuming tasks like generating deal summaries and suggesting the next best actions, all based on real-time data analysis of your CRM. The Copilot also identifies potential roadblocks and provides insights to help you proactively solve problems. By saving you time and effort, the AI Copilot empowers you to focus on the high-value activities that lead to sales success.

How does ZBrain’s AI Copilot ensure the accuracy of generated executive summaries?

The AI Copilot analyzes various data sources within your CRM, including past activities, notes, emails, and deal history, to create comprehensive executive summaries. By continuously updating summaries in real-time as new activities occur, our AI Copilot ensures that your team always works with the most current information, maintaining accuracy throughout the sales process.

Can the AI Copilot identify specific issues within our sales process?

Yes, ZBrain’s AI Copilot is adept at identifying specific issues within your sales process. It meticulously sifts through your CRM data to pinpoint potential gaps, obstacles, or instances where progress may have been hindered. By scrutinizing deal details, meeting notes, and deliverables, the AI Copilot offers precise insights into the underlying issues and the parties involved in the sales process. This approach empowers sales teams to address challenges swiftly, thereby enhancing communication efficiency and ultimately contributing to improved sales performance.

How does the AI Copilot for sales enhance deal visibility for sales teams?

It enhances deal visibility for sales teams by providing instant insights into each deal’s history and current status through automatically generated executive summaries. These summaries offer a comprehensive overview of deal activities, key events, and more, ensuring that sales teams have quick access to essential information without having to sift through extensive CRM data manually. With this feature, sales teams can stay informed and focused on progressing deals effectively, ultimately leading to improved sales outcomes.

Does the AI Copilot for sales work with different CRMs?

Yes, it seamlessly integrates with various leading CRM platforms, including Salesforce, HubSpot CRM, Zoho CRM, and Pipedrive. This compatibility ensures that regardless of the CRM system your team uses, you can leverage the capabilities of AI copilot for sales to enhance your sales processes and efficiency.

Can I see a demo of ZBrain’s AI copilot for sales in action?

Absolutely! You can schedule a personalized demo of the AI copilot for sales to witness its functionalities firsthand. During the demo, a representative will guide you through the features of the tool, demonstrate its integration with your CRM system, and address any specific questions or concerns you may have regarding its usage and implementation.

Does the ZBrain sales copilot require extensive training to use?

No, the AI Copilot for sales is designed with user-friendliness in mind, requiring minimal training for effective utilization. Its intuitive interface and automated features enable sales teams to quickly adapt to the tool without the need for extensive training sessions. While there might be a brief onboarding process to familiarize yourself with the specific functionalities, you won’t need extensive training to leverage the AI Copilot’s power.