Microsoft is partnering with AI sales software startup Gong to make AI-driven sales insights from Gong available in Copilot, Microsoft 365, Teams, Outlook, and Dynamics 365.
The companies are also enabling revenue teams to leverage Microsoft Copilot Studio to create and deploy custom agents that automate tasks and workflows within Microsoft 365, using both Gong and CRM data.
Microsoft and Gong are performing this integration work to overcome a common set of sales organizational challenges: many sales teams managing their work across a wide range of software platforms: CRM, chat, email, revenue platforms, analytics, and more.
Siloed systems can result in scattered and inconsistent data and challenges in connecting — and winning — efficiently with customers.
Microsoft and Gong aim to unify sales teams’ tech stack and data sources to create the level of insights necessary to efficiently move a business forward through greater productivity, more informed decisions, and stronger revenue growth opportunities.
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Sales Insights and Custom Agents
Gong’s AI platform captures and analyzes customer interactions, providing insights and predictions to improve sales performance.
Here are some tangible ways the integration will impact customers:
Broadly available revenue insights: Users can access conversation summaries, action plans, risk alerts, and other relevant information within their Microsoft 365 workflows.
Efficient sales engagement: Gong Anywhere for Outlook will enable sales professionals to draft smart emails, track engagement, and personalize communications at scale.
Automated CRM updates: Sales interactions and data can be automatically synced into Dynamics 365, reducing manual data entry and ensuring accuracy.
Tapping the ability to create custom Gong-powered agents in Microsoft Copilot Studio, developers could build agents that summarize pipeline changes or flag at-risk deals, all within the context of their Microsoft ecosystem.
“This is a new chapter in creating a more unified, efficient revenue engine,” said Emily He, Gong Chief Marketing Officer, in a LinkedIn post about the relationship.
Integration Point
The companies are developing Microsoft Graph Connector for Gong, which integrates Gong’s customer interaction data and revenue intelligence into Microsoft Graph. This integration brings Gong’s AI-powered revenue insights into Microsoft 365 Copilot: deal insights, customer context, and next steps, in turn providing this insight across Teams, Outlook, Word, and more.
For instance, a request for a deal summary or followup actions from Copilot will pull that detail directly from Gong.
Customers can register for the beta program to access Gong data in Microsoft 365 Copilot here.
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