MICROSOFT COPILOT FOR SALES –
How does Copilot improve sales performance?
MICROSOFT COPILOT FOR SALES
HOW TO BOOST BUSINESS RELATIONS WITH AI
Increases the productivity of the sales team
Simplifying and automating support tasks with AI translates into a real increase in productivity.
- Access customer and/or meeting summaries, transcripts and emails generated and compiled by AI
- Obtain meeting history easily, keeping your Sales Force informed at all times
- Compile and aggregate data on a single platform, accessible to the whole team
- Schedule follow-ups and avoid agenda overlaps
Personalize customer interactions
Obtaining the right insights, content and recommendations, through AI, to further personalize your argument and increase the chances of closing a deal.
- Prepare customer engagements with personalized content based on relevant facts and data
- Present real-time tips, related information and suggested answers to customer questions during meetings
- Analyze customer sentiment, by their questions, needs or KPIs in question
Maintains a consistent workflow
Seamless integration of data and updates between Microsoft 365 applications and your CRM.
- Automatically capture and edit customer details in Microsoft Teams and/or Outlook and synchronize with CRM
- Get opportunity data and customer account information, recorded in CRM, into Microsoft Teams and Outlook
- Provide collaboration spaces in Microsoft Teams and synchronize the data with your CRM
