Improve Efficiency with Teams and Copilot

Introduction

In today’s fast-paced business environment, sales professionals are constantly looking for ways to improve their efficiency and productivity. One tool that can help them achieve this is Microsoft Sales Copilot. This AI assistant, formerly known as Viva Sales, is designed to work seamlessly across various Microsoft platforms such as Outlook, Teams, Dynamics 365 Sales, and CRM platforms like Salesforce. By leveraging the power of artificial intelligence, Sales Copilot enables sales professionals to automate tasks, personalize interactions, and improve connectivity, ultimately leading to improved efficiency and increased sales.

How Sales Copilot Saves Time

Sales Copilot is a time-saving tool that automates various sales-related tasks. Here are some of the ways in which it can help sales professionals save time:

1. Email summarization: Sales Copilot uses natural language processing and data integration to summarize lengthy emails. It consolidates and analyzes multiple email threads, extracting sales-specific information such as budget, decision-makers, needs, and timelines. By providing concise summaries, Sales Copilot allows sales professionals to quickly grasp key points and respond more efficiently. These email summaries can also be saved as notes in the CRM for future reference.

2. CRM updates: Sales Copilot syncs updates in Microsoft Teams and Outlook with Dynamics 365 Sales or Salesforce, ensuring accurate customer records. It also suggests CRM updates based on email content or meeting discussions. For example, it can create new contacts or leads, update opportunity status or stage, and add notes or tasks. By automating CRM updates, Sales Copilot helps sales professionals keep their data fresh and consistent without the need to switch between apps.

3. Meeting scheduling: Sales Copilot integrates with Outlook to automate meeting scheduling. Using AI capabilities, it can draft emails and propose meeting times based on customer calendar availability. It also displays relevant customer information and insights from Outlook Calendar and CRM before the meeting. By streamlining the scheduling process, Sales Copilot helps sales professionals save time and prepare for meetings more effectively.

4. Follow-ups: After sales calls, Sales Copilot assists sales professionals in creating follow-up emails. It analyzes meeting discussions and generates personalized and comprehensive follow-up emails. This ensures that important points are addressed and action items are clearly communicated, strengthening customer-seller relationships. Similar to email summaries, these follow-up emails can also be saved as notes in the CRM for future reference.

By automating these time-consuming tasks, Sales Copilot allows sales professionals to focus on more critical activities such as prospecting and closing deals. According to a case study by Microsoft, implementing Sales Copilot resulted in time savings, improved skills, better work-life balance, and a 25% increase in revenue in just one quarter.

How Sales Copilot Increases Sales

Sales Copilot not only saves time but also empowers sales professionals to increase their sales through data-driven personalization. By leveraging AI intelligence, Sales Copilot extracts data from customer interactions, including real-time call insights and conversation analysis. It then provides personalized content recommendations to sales professionals, helping them tailor their approach to each customer. For Salesforce users, Sales Copilot offers seamless data integration and collaboration capabilities, enabling sales teams to work together more effectively.

Let’s dive deeper into how Sales Copilot uses generative AI to accelerate the sales process. When a sales professional receives an email from a customer, Sales Copilot offers prompt options based on context data gathered from the customer’s connected CRM and Outlook. These prompts could include replying to an inquiry, making a proposal, addressing a concern, or summarizing a sales meeting. With just a few clicks, a sales professional can quickly send a tailored reply. Additionally, when internal collaboration is needed, Sales Copilot provides insights on customer information shared in Teams, which is centrally stored in Dynamics 365 Sales. This streamlines the process of searching for information, writing summaries, and keeping the team up to date. By ensuring that no valuable findings in customer profiles are missed, Sales Copilot contributes to increased sales.

September’s Latest Releases of Sales Copilot

Sales Copilot is constantly evolving, with new updates being released frequently. Some of the latest features of Microsoft Sales Copilot include AI-powered opportunities in deal rooms, email summaries, CRM operations, and more. These updates further enhance the capabilities of Sales Copilot and provide even greater value to sales professionals.

How to Get Sales Copilot Today

Microsoft Sales Copilot is available for Dynamics 365 Sales and Salesforce Sales Cloud customers. It is included in Dynamics 365 Sales Enterprise and Premium subscriptions at no additional cost and can be added as an add-on for other Dynamics 365 Sales plans. Implementing Sales Copilot is quick and easy, as it does not require developers and offers configuration options. However, there are certain license and role requirements to consider. Administrators must have either a System Administrator or System Customizer security role to customize Sales Copilot. Users, on the other hand, must have either a Sales Manager or Salesperson security role to use Sales Copilot.

In conclusion, Microsoft Sales Copilot is a powerful AI assistant that can significantly improve the efficiency and productivity of sales professionals. By automating tasks, providing personalized recommendations, and enhancing connectivity, Sales Copilot enables sales professionals to focus on what they do best – selling. Whether you’re using Dynamics 365 Sales or Salesforce Sales Cloud, Sales Copilot can be a valuable tool in driving sales success.