Microsoft Sales Copilot

Microsoft Sales Copilot is a role-specific Copilot that bridges a customer’s CRM and the Microsoft 365 productivity tools their sellers use.

How

Revolutionize the way sellers work

Optimise seller interactions, reduces manual effort, and enhances overall efficiency. Whether you’re managing leads, closing deals, or maintaining customer relationships, Sales Copilot is there to assist.

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Bridging CRM and Productivity Tools

Sales Copilot connects your customer relationship management (CRM) data with Microsoft 365 productivity tools like Outlook and Teams. It ensures that relevant information is readily available to sellers throughout the entire sales process, from proposal to deal closure and beyond.

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Boosting Productivity

By automating routine tasks, providing personalized insights, and streamlining workflows, Sales Copilot enhances productivity. For example, identifying if a customer is already a contact record requires just one click within Outlook, compared to the nine clicks and multiple applications needed previously.

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Integration with People.ai

Sales Copilot now integrates with People.ai, offering contact and relationship intelligence directly within Outlook and Teams. This feature helps sellers make informed decisions and engage effectively with customers.

Transform your sales experience

Connect

From reactive to proactive

Sales Copilot in Outlook

Sales Copilot in Microsoft Teams

Within Teams, sellers receive coaching tips during meetings, helping them reply to customer inquiries, and meeting summaries with action items that are automatically converted to tasks in CRM, saving sellers time and personalizing customer interactions. The Business Development team at Netlogic is saving up to 30 minutes per customer meeting by leveraging automated meeting summaries. “Implementing Sales Copilot has saved time, improved skills, contributed to better work-life balance,…” says David Swenson, Business Development Director at Netlogic.

Sales Copilot in Dynamics 365 Sales

At Inspire, Microsoft announced Sales Copilot capabilities in D365 Sales. Dynamics 365 Sales Enterprise and Premium customers can access the Sales Copilot capabilities at no additional cost.