Microsoft Copilot for Sales

With Microsoft Copilot for Sales you get a ‘virtual sales assistant’ that can help you work faster and sell smarter.

Streamline Your Sales with Microsoft Copilot

Sales is a little like juggling. You’re often trying to keep multiple opportunities moving forward while at the same time looking for the next big win. Staying on top of the next step for each of these moving pieces can be overwhelming.
That’s where Microsoft Copilot for Sales can help.

Think of it as a virtual assistant that can help you –

• save time
• automate simple tasks
• access information quickly
• act fast

Smarter Selling with AI Assistance

The AI features pop up throughout your sales environment, enabling you to complete simple tasks faster so you can focus on the bigger picture. It makes your job easier and helps you sell smarter.

Microsoft has multiple Copilots, each designed to help you work more efficiently in a specific area of your business. Copilot for Sales assists on tasks within Microsoft Dynamics 365 Sales, Outlook and Teams, working side by side within the tools you use every day.

Studies show that only about 30% of seller time is actually spent selling.

Studies show that only about

30 %

of seller time is actually spent selling.

Microsoft Copilot for Sales can transform the way you work by helping you -

Summarize Information

• Copilot can take notes for you on a sales call in Microsoft Teams.
• It can then summarize that meeting, analyze a prospect’s sentiments, and suggest next-step actions.
• Copilot can also summarize key points from an email thread in Microsoft Outlook or related content and notes.
• This quick summarization saves you time from combing through multiple emails or lengthy call recordings.

Streamline Communication

• No matter where you’re working (CRM, Outlook or Teams), all your data stays within the Microsoft Dataverse.
• Did another salesperson already reach out to a contact? Have they been talking to your support team? Microsoft’s single source of data helps you collaborate better and stay on top of all communications with a specific contact.
• Using Copilot, you can even open and update your CRM records directly from within Outlook — or see what changes others have made.
• With complete, up-to-date data at your fingertips, you can better prepare for your next meeting or follow-up.

Generate Content

• Rather than spending precious time crafting the perfect email, you can input the key ideas of what you want to say and let AI finish writing the message.
• Use AI to reply to the most recent request, such as an estimate or demo for a certain product.
• Copilot can even help you create pitch decks or data visualizations and find the next open meeting spot in your calendar.

Do More With Microsoft Co-Pilot For Sales

Microsoft Copilot for Sales has demonstrated significant impacts on sales productivity and efficiency. Users report feeling twice as productive, with specific benefits such as saving approximately 90 minutes per week, making communications 18% clearer and 19% more concise. Moreover, 79% of users have observed a reduction in administrative tasks, enabling them to focus more on sales activities. Most notably, implementing Copilot for Sales has led to a 25% increase in revenue within a single quarter, highlighting its effectiveness in enhancing customer interactions and sales management. These findings underscore the transformative potential of integrating advanced AI tools like Microsoft Copilot for Sales into business processes

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Efficient Data Handling and Access

Microsoft Copilot for Sales enhances the way sales teams interact with data across Microsoft 365 and CRM platforms. The integration allows for seamless information sharing, making it simpler to update, access, and manage customer and opportunity details directly within your usual tools like Outlook and Teams.

Enhanced Real-Time Collaboration

Create dynamic deal rooms within Microsoft Teams where data and files are synchronized directly from your CRM, fostering better teamwork and ensuring all team members are on the same page without having to switch between applications.

Customizable Experience

Microsoft Copilot for Sales is designed to adapt to various business needs. It offers customization options that allow it to integrate smoothly with different CRM systems, including Dynamics 365 Sales and Salesforce, ensuring that it fits into your existing workflow effortlessly

Advanced Productivity Tools

Copilot’s capabilities extend to helping sales teams prepare for meetings by summarizing relevant customer information and upcoming engagement opportunities. Additionally, its integration with Microsoft apps facilitates on-the-go access to crucial sales data and insights, enhancing decision-making and responsiveness

Microsoft Copilot for Sales

Streamline Your Sales with Microsoft Copilot