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    Navatar AI CRM for M&A: Email, Slack & Outlook Intelligence via Agentforce 3

    Navatar’s new release promises a purpose-built, AI-powered CRM designed for M&A advisory teams that automatically captures emails, meetings, messages and documents, surfaces relationship intelligence inside the tools bankers already use (Outlook and Slack), and runs generative AI workflows on...
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    • agentexchange agentforce ai-powered buyer-seller-matching copilot crm data-governance data-quality document-intelligence entity-resolution governance m&a-advisory microsoft navatar outlook private-markets salesforce slack thematic-sourcing warm-intros
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    • Forum: Windows News
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    Navatar AI-Powered CRM: Embedded Intelligence in Outlook, Slack, Salesforce

    Navatar’s new AI-powered CRM promises to meet M&A advisors where they already work — Outlook, Slack, and Salesforce — by automatically capturing activity, surfacing relationship intelligence, and embedding generative AI into deal origination and execution workflows. (globenewswire.com)...
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    • ai-powered crm buyer matching compliance crm integration data governance data quality deal origination enterprise ai investment banking m&a advisory microsoft copilot navatar outlook integration pipeline intelligence private equity relationship intelligence salesforce agentforce slack integration thematic sourcing
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    • Forum: Windows News
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