Improve sales productivity and close more deals with Microsoft Sales Copilot

A company's sales teams need to focus on closing deals and building relationships with customers. However, much of their time goes into administrative tasks, such as writing emails or keeping the CRM system current.

To combat these difficulties, Microsoft has announced Microsoft Sales Copilot, an application based on Artificial Intelligence (AI) with functions that improve the productivity of sales teams by providing the data and insights they need, when and where they are needed. This enables the sales team to personalize customer contact and obtain better results.

Sales Copilot brings new features to Microsoft Outlook, Teams, and Dynamics 365 Sales, helping sales and sales teams increase productivity and personalize every customer interaction.

Learn about the Sales Copilot features that are available:

• AI-generated summaries of leads and opportunities to streamline the sales process and close deals faster;
• A summary view for customer meeting preparation that features automatically generated summaries of past meetings, recent notes, issue highlights, and CRM information;
• Real-time tips and suggested responses during Teams meetings, based on the customer's mention of a competitor or brand;
• Customer email summary and follow-up, with contextual responses and actions based on Outlook emails and CRM data.

AI-generated summaries of leads and opportunities

Sales Copilot uses generative AI to quickly summarize leads and opportunities. A deal summary is a concise overview of the status, progress, and potential of a sale or deal. An opportunity summary is also available in Outlook, where salespeople can view a brief history of the opportunity and the most recent activities.
 

Meeting preparation and summaries

Being prepared for meetings with clients is essential for sales productivity. It facilitates informed decision-making and promotes productive discussions, which can lead to better sales results. Sales Copilot detects upcoming meetings within the next 24 hours and offers a summary of recent email exchanges and the last three notes to help you prepare.

After the meeting, Sales Copilot in Outlook and Dynamics 365 Sales generates a professional and accessible meeting summary email, making follow-up a breeze.
 

Real-time tips during team meetings

In Teams, sales consultants receive real-time tips during meetings directly on the Sales Copilot Teams dashboard, to help them respond to customers and mentions of competitors or brands. 
 

Summary, follow-up, and personalized emails

Sales Copilot allows you to spend less time writing emails. You can select a predefined category or enter your text, and then Sales Copilot suggests specific content and actions informed by Outlook and CRM data, helping teams to follow up quickly, respond to queries, and move business forward. 
 

Collaborations spaces

Salespeople can easily work with colleagues and customers in collaboration spaces, which are predefined Teams channels with fixed applications designed for collaboration. Collaboration spaces link to the CRM system and can be accessed in Teams, Sales Copilot in Outlook, and Dynamics 365 Sales.


Explore Microsoft Sales Copilot and discover how the application can improve the productivity of sales teams and engage with customers more effectively, allowing you to close deals faster. 

Contact Hydra iT for more information!