Microsoft 365 Copilot for Sales

AI-powered sales agent helping teams close more deals faster.

CommonProductBusinessSales AutomationCustomer Relationship Management

Microsoft 365 Copilot for Sales is an AI-powered sales tool designed to boost sales team efficiency and performance through automation and intelligence. Combining natural language processing and machine learning, it automates lead handling, schedules meetings, generates sales proposals, and provides real-time customer insights. Primarily aimed at enterprise sales teams, it helps save time, increase sales conversion rates, and optimize the entire sales process. Pricing and specific positioning may vary depending on company size and needs, but the goal is to be an indispensable intelligent assistant for modern sales teams.

Convert contacts into qualified sales leads
ensuring no potential customer is missed.
24/7 automated work
researching potential clients
scheduling meetings
and proactively contacting customers.
Quickly generate sales strategies and client meeting talking points via natural language prompts.
Connect to Dynamics 365 and Salesforce
managing sales processes without opening the CRM.
Provide personalized sales recommendations and predictions based on company data and historical sales records.

This product is ideal for enterprise sales teams
particularly those needing to efficiently manage a large volume of leads
respond quickly to customer needs
and improve sales conversion rates. Automation and intelligent tools free up salespeople's time for direct customer interaction
boosting productivity and performance.

After using this tool
Vodafone anticipates a two-to-threefold increase in the number of proposals responded to by the sales team weekly.
Campari Group reduced marketing campaign copy costs by 18% through this tool.
ANS Company saw a 30-minute per day time savings per salesperson and a 20% increase in leads after implementing Microsoft 365 Copilot.

1. Install and log in to the Microsoft 365 Copilot for Sales desktop client.
2. Connect your company's Dynamics 365 or Salesforce CRM system to synchronize sales data.
3. Use natural language instructions within your workflow
such as 'List potentially lost deals' or 'Prepare talking points for tomorrow's client meeting'.
4. Utilize the Sales Agent to automate low-value lead handling while manually following up on high-value clients.

Visit

Microsoft 365 Copilot for Sales Visit Over Time

Monthly Visits

1154579588

Bounce Rate

44.37%

Page per Visit

3.4

Visit Duration

00:03:21

Microsoft 365 Copilot for Sales Visit Trend

Microsoft 365 Copilot for Sales Visit Geography

Microsoft 365 Copilot for Sales Traffic Sources

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