Sales Assistant software

Updated: October 12, 2019

2019. Sales assistant software Vymo raised $18M


Vymo, the startup that operates an eponymous mobile-first service to help salespeople manage their leads and get more work done, has raised $18 million in a new financing round to expand its footprint in the U.S. and other markets. Vymo serves as a CRM (customer relationship management) solution and also works with other popular CRMs such as Salesforce. The service helps salespeople automatically capture their business calls, visits, messages, emails, calendar and the engagement levels to better track and manage their leads. Vymo, which employs about 100 people, has amassed over 40 enterprise customers, including life insurance firms AIA Group and AXA, in seven nations. More than 100,000 salespeople use Vymo’s service.


2018. Zoho's Zia learned to speak like Cortana


Zoho CRM 2018 update added voice to its AI-powered sales assistant - Zia. Zia can now interact with you through both voice and chat messages to perform any action inside Zoho CRM.  Want to know your schedule for the day? Just ask Zia. On the go and want to check if you have enough inventory of a particular product before your next customer visit? Just ask Zia. Want to quickly mark a deal as Closed-Won after hanging up with the customer? Just ask Zia to do it for you. You interact with Zia either through the voice interface in the Zoho CRM app in iPhone or Android, or through the chat bar in Zoho CRM in your desktop web browser. Recall that Microsoft embedded voice assistant Cortana into Dynamics CRM almost 3 years ago.


2017. Zoho CRM got AI assistant



Zoho has introduced Zia - the Artificial Intelligence-powered Sales Assistant for Zoho CRM. Zia lets you know when something is going extraordinarily well –or wrong- in your sales operation, knows what you want to do – and helps you do it faster and bring the end of voicemails and unread emails. Zia is capable of learning, over time, the most frequent actions a particular user takes on Zoho CRM. Besides, Zoho introduced Blueprint, a sales process automation platform and upgraded two features to platforms: Zoho PhoneBridge, which connects a customer's PBX system to the Zoho CRM system, and SalesSignals, which provides real-time information about the activities of customers and prospects.


2016. Microsoft Dynamics 365 became generally available


Microsoft announced the general availability of Dynamics 365 - the cloud solution combining its ERP and CRM that will compete with Salesforce. It costs from $70/user/month and provides web interface and mobile app, or can be used inside the familiar Outlook apps. Microsoft has also built in a couple of intelligence features into the release designed specifically for sales and service personnel. First, there is Customer Insights, a stand-alone cloud service, which enables users to bring in a variety of internal and external data sources (like Facebook and Trip Advisor). The second piece is called Relationship Insights, which as the name suggests gives sales people information about the status of their customer relationships at any given moment. It’s built on the on the Cortana Intelligence Suite, which Microsoft introduced in 2015 and uses tools like sentiment analysis to check on the likelihood of the deal closing and the next best action to take. So, Microsoft has consolidated its artificial intelligence tools into a single, coherent division and just about every vendor - not just those selling CRM - is trying to build some level of intelligence into its products.


2016. Google launched virtual assistant called Google Assistant



Google has launched its own voice-based digital assistant: Google Assistant, that is smarter than Siri and Cortana. You can ask a question for an answer, and follow up with multiple questions, with Google picking the conversation out and returning the right answer. Google Assistant will appear in  the new Google messaging app, Allo and work during conversations and automatically try to help with, for instance, dinner reservations the group is discussing. It will also bring in outside, relevant information like restaurant cards, (the kind you normally see in Google Now and Google search results), and then guide users through setting number of diners, time to dine and making reservations with Open Table.