Copilot for Sales to boost sales performance

The Microsoft Copilot for Sales AI assistant is a new application that supports sales work by seamlessly integrating with Microsoft 365 applications and any CRM system.

Microsoft Copilot for Sales is an artificial intelligence assistant that integrates with the Microsoft 365 applications and customer relationship management (CRM) you use every day to help you grow your sales and strengthen your customer relationships.

The application uses generative artificial intelligence to create sales content, conversational intelligence to analyze customer interactions, and predictive artificial intelligence to predict sales results. Artificial intelligence also constantly learns about the seller’s activities and the customer’s behavior and adapts recommendations and content accordingly.

You don’t have to spend time and effort on manual data entry or taking notes. Instead, you can focus on what’s important: listening to customers, offering solutions, and making deals.

Enhance customer management with Microsoft Copilot for Sales:

Improve productivity as the application automatically stores and processes data for you.
Focus on building and managing customer relationships, as AI leaves the manual work of information management out of everyday work.
Improve efficiency by leveraging relevant information, calls to action, and suggestions delivered to each interaction.
Deepen your customer understanding with conversational intelligence call summaries and action items in Teams meetings.
Promote sales with AI-based follow-up suggestions and reminders designed to close the deal.
Promote the sharing of customer information and actions within the organization.

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Microsoft Copilot for Sales helps create impactful sales content

An AI assistant can automatically create sales content such as presentations, offers, contracts, and emails in Microsoft 365 applications such as PowerPoint, Word, and Outlook. The application uses data from the CRM system and Microsoft Graph to customize sales content for each customer and situation.

Optimize the sales process with artificial intelligence

Microsoft Copilot for Sales can help track and advance the sales process with AI-based recommendations and reminders. The application analyzes CRM data and customer interactions and suggests next steps, such as contacts, meetings, offers, and contracts.

You can also leverage the artificial intelligence in Copilot for Sales to get suggestions on the next steps, such as when and how to contact the customer, what to offer, and how to close the deal. The application also reminds you of important tasks and schedules and possible risks and opportunities.

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Microsoft Copilot for Sales helps improve customer communication

Artificial intelligence can help track customer engagement and satisfaction through different communication channels and customize customer interactions with relevant information and recommendations. The application analyzes customer feedback, emails, phone calls, and Teams messages to identify the customer’s mood, intentions, needs, and requirements.

With Copilot for Sales, you can efficiently prepare for meetings by having artificial intelligence bring up previous meeting notes, emails, opportunity summaries, and other relevant content in Outlook and Teams.

You can get meaningful information during calls, such as AI-generated sales leads, related information, and answers to customer questions during Teams calls. AI also produces call analytics, which includes meeting summaries, keyword and conversation analysis, mentions of competitors, performance indicators, and suggested tasks.

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Predict sales results with artificial intelligence

Copilot for Sales can help salespeople predict sales results and achieve their goals using artificial intelligence. The application uses data from CRM and Microsoft Graph to predict the situation of the sales pipeline, the probability of deals, and sales trends. It also offers seller feedback and tips to improve sales results.

Microsoft Copilot for Sales helps share sales information smoothly

Microsoft Copilot for Sales can help share sales information inside and outside the organization using artificial intelligence. The application enables seamless storage and synchronization of sales data between the CRM system and Microsoft 365 applications such as Outlook, Teams, and Excel. The application also facilitates sharing sales information with colleagues, supervisors, and customers in different channels and formats.

For example, you can collaborate seamlessly by creating sales rooms in Teams that are automatically synchronized with the CRM environment’s data and files.

Copilot for Sales includes licenses for Copilot for Microsoft 365 and Microsoft Copilot Studio, giving you more opportunities to use artificial intelligence in your sales process.

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Check out our customer stories:

Want to hear more about Microsoft Copilot for Sales and how it improves sales efficiency?

Please contact Marko:

Marko Koskela
Chief Commercial Officer, Partner
+35850 518 4758
marko.koskela@soludigital.fi

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Copilot for Sales to boost sales performance

Microsoft Copilot for Sales helps create impactful sales content

Optimize the sales process with artificial intelligence

Microsoft Copilot for Sales helps improve customer communication

Predict sales results with artificial intelligence

Microsoft Copilot for Sales helps share sales information smoothly

Check out our customer stories:

Read more from our expert articles:

Want to hear more about Microsoft Copilot for Sales and how it improves sales efficiency?

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