On average, less than 36% of a sales rep’s time is spent on selling. The rest is spent on things like research, data entry, and other administrative tasks. As you can imagine, this holds back their ability to close more deals.

Sales teams are constantly seeking innovative solutions to enhance their efficiency and productivity. Tools that can take some of that administrative work off their plate and enhance their success.

One such solution that has been generating buzz in the world of sales is Microsoft Sales Copilot, a powerful tool designed to revolutionize how sales teams operate.

In this article, we will explore the ways in which Microsoft Sales Copilot can energize your sales team and reshape the future of your business.

A New Era in Sales: Introducing Microsoft Sales Copilot

Before we delve into the transformative potential of Sales Copilot, let's understand what it is and why this innovative technology is creating waves in the business world.

Microsoft Sales Copilot is a cutting-edge sales acceleration tool that leverages artificial intelligence (AI) and data insights to empower your sales team. It is part of the Dynamics 365 suite, which is known for its robust customer relationship management (CRM) capabilities.

This tool is designed to streamline the sales process, provide valuable insights, and enable your sales team to build stronger customer relationships. By harnessing the power of AI and data-driven decision-making, Sales Copilot takes your sales efforts to new heights, making it an indispensable asset for businesses of all sizes.

Energizing Your Sales Team: Key Benefits of Microsoft Sales Copilot

Autogenerated Lead and Opportunity Summaries

Microsoft Sales Copilot integrates data from multiple sources (CRM, LinkedIn, etc.) to generate a lead summary. Using AI to analyze vast datasets, it can quickly help sales teams identify the most promising leads as well as understand their sales opportunities.

The lead summary includes information such as:

  • Lead topic/lead’s area of interest
  • Lead source
  • When was the lead created?
  • Lead's Preferred method of contact
  • Insights from the Lead's parent account
  • Insights from the Lead's parent contact

The opportunity summary includes details such as:

  • Account name and contact information
  • Size of the opportunity, budget, estimated revenue
  • Customer requirement & value proposition
  • Stage and status of the opportunity and estimated close date and revenue
  • Products involved in the opportunity
  • Key Stakeholders

The system creates these summaries in seconds, meaning your sales team can focus their efforts on leads that are more likely to convert, saving time and increasing the chances of success.

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Lead Summary | Image from Microsoft

Meeting Preparation Assistance

The tool provides personalized recommendations for engaging with customers at the right time and with the right message. This personalization fosters stronger customer relationships and enhances the overall customer experience.

Sales Copilot will offer preparation summaries for meetings coming up within the next 24 hours to help salespeople prepare. This eliminates a good deal of the time spent looking through notes and emails in preparation for a client meeting.

Real-Time Tips During Teams Meetings

How would you like a personal assistant silently feeding you details about competitors when you’re asked for a comparison during a customer meeting in Microsoft Teams?

That’s exactly what Sales Copilot does! Sellers receive real-time coaching tips that only they can see while in a Teams meeting. This enables them to more quickly overcome obstacles and be seen as well-informed on the topic at hand.

Help Drafting Emails

Spend less time composing emails and more time engaging directly with prospects and clients. Microsoft Sales Copilot can draft summary, follow-up, and contextual emails for you. All you need to do is review, edit as needed, and send. It’s like having your own personal assistant.

Get suggestions in Outlook for email content, including specific prompts and actions. You can easily adjust the tone and length of the message, and take care of your customer follow-ups and touch-bases more efficiently.

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Contextual emails in Dynamics 365 Sales

Sales Team Collaboration Spaces

Use collaboration spaces in predefined Teams channels to work with sales colleagues as well as customers. These virtual spaces are accessible from Teams, the Sales Copilot app in Outlook, and Dynamics 365 Sales.

Some of the features of collaboration spaces in Sales Copilot are:

  • Quick setup with sales templates for an account team and deal room
  • Conveniently access your spaces from the Viva Sales app in Outlook or the D365 Sales app
  • Exchange files and messages
  • Keep everything related to a deal in one place
  • Set up apps for use in the space

Are You Ready to Take Your Sales to the Next Level?

In the competitive world of sales, innovation is key to success. Microsoft Sales Copilot represents a significant leap forward in sales technology to energize your sales team and drive business growth.

Do you need help setting up Sales Copilot or other efficiency apps? Vudu’s experts can help you customize your in-app workflows, train your team, and secure your cloud data.  

Contact us at www.vuduconsulting.com/get-started or email us at contact@vuduconsulting.com to learn more.

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