How Microsoft 365 CoPilot Can Help Sales Teams

You’ve likely heard more and more about AI products in the media in recent days. The topic has received a lot of attention recently, and it will likely continue to gain momentum in the news as new AI products continue to hit the markets.

Right now, one of the products gaining an increase amount of media coverage is Microsoft 365 CoPilot .

The Most Powerful Productivity Tool on the Planet

Microsoft claims that its integration with CoPilot is the “most powerful productivity tool on the planet”. Satya Nadella, Chairman and CEO, said the following about the program in a press release about it:

“Today marks the next major step in the evolution of how we interact with computing, which will fundamentally change the way we work and unlock a new wave of productivity growth,”

All of this excitement is building around the product, but it is fair to question what exactly it means for sales teams that may begin to use the product.

Advantages of CoPilot for Sales Teams

CoPilot in the Microsoft 365 and Dynamics 365 suites is specifically designed with sales teams in mind. It has features that can help sales teams cut down on the number of time-consuming and burdensome tasks that they would otherwise have to take on. A few of the tasks that it can immediately help with include:

Scheduling Appointments – Creating a comprehensive schedule of different client appointments can be done with ease when using Microsoft 365 CoPilot.
Storing Client Information – Storing relevant client information is another big upside. This information can then be pulled up whenever it is needed.
Creating Relevant Insights – It can sort through all of the data collected on clients to help create relevant insights about what clients truly want when they interact with a given company. As such, new data and information about clients might be available via CoPilot.

These are just a few of the early upsides that users have noted related to the new feature. As the integration continues to advance in its power, it is likely that even more insights will be gleaned from it.

With CoPilot as part of your sales team, you can expect to make your Microsoft 365 and Dynamics 365 products even more powerful than it was before. Here are the benefits:

Improved workflows
Better data accuracy
An ability to get more done
Greater visibility over all information

Microsoft’s Competitive Advantage

The Dynamics 365 suite has one of the most popular CRM and ERP products on the market, and its AI-powered features are some of the most advanced available. For example, Copilot can help sales reps with tasks such as generating leads, qualifying prospects, and closing deals while they are working in the CRM module, the ERP module, or any other in the suite. This allows them to be more productive and efficient. In addition, Copilot learns from the sales rep’s past activity and provides suggestions for what to do next. For example, if a sales rep is writing an email to a prospect, Copilot might suggest a specific product or service that the prospect might be interested in.

With CoPilot integrated into both Microsoft 365 and Dynamics 365, this powerful combination offers businesses a comprehensive system that enhances efficiency, accuracy, and reduces time, allowing them to focus on what truly matters.

In Summary

At the end of the day, AI is here. It is proving that it can accomplish more work in less time than human workers could ever dream of. Therefore, it is best to become familiar with how these products work and what you can do to leverage the tools presented to you. If you need guidance on how you can leverage this new technology in your business, contact us.