Databook C4S is an integration for Microsoft Copilot for Sales making Databook's account intelligence available within Microsoft Copilot.

Databook C4S connects with Microsoft Copilot for Sales to provide crucial insights in the Key Sales Info panel within Microsoft Outlook, including strategic priorities, key decision periods, and financial cases for change. It also integrates into the Chat experience of Microsoft Copilot for Sales, enabling users to get help with meeting preparation, account planning, and receive suggested opportunities for their accounts, boosting sales effectiveness.

To use this integration you will need:

Gain crucial insights directly in the Key Sales Info panel of Microsoft Outlook. This feature provides detailed information on Strategic Priorities, Key Decision Periods, and Financial Cases for Change, enabling sales teams to stay ahead in their engagements.

Integrate Databook C4S into the Chat experience of Microsoft Copilot for Sales to receive help with meeting preparation. This feature offers Business Strategy, Industry Trends, Significant Developments, Competitive Landscape, Financial Performance, and provides Discovery Questions to enhance meeting readiness.

Leverage Databook C4S to get tailored opportunity suggestions for your accounts within Microsoft Copilot for Sales. These suggestions are designed to boost sales effectiveness by highlighting Potential Opportunities and Key Executives based on data-driven insights.

Databook C4S to facilitate account planning. This operation provides detailed information and strategic insights for planning and managing accounts, helping sales teams to develop effective strategies, prioritize actions, and maximize account potential.