Challenges Faced by Sales Teams
Copilot helps salespeople boost productivity and drive impact by overcoming these common challenges:
%
79% of sales professionals say they need to support more accounts. ¹
%
Many sellers spend 70% or more of their time on admin tasks ²
%
68% of sellers say data input is their most time-consuming task ³
What is Copilot for Sales?
Microsoft Copilot for Sales is an AI tool that helps sales teams save time and sell more. It works with Microsoft apps, including Dynamics 365, Outlook, Teams, and Word, adding useful sales information and suggestions directly into these apps.
Two examples of how Copilot helps salespeople are:
- It reduces the need to switch between interfaces, including, email, chat and CRM.
- It saves time on research and writing. Rather than manually searching for information to answer questions or create documents, Copilot can quickly gather relevant data and even draft content.
By integrating AI into familiar applications, Copilot simplifies daily tasks to help you focus more on actually selling.
How Copilot Benefits Sellers
CRM Integration: Copilot brings CRM data, insights and recommendations directly into M365 apps.
Faster Task Completion: Update records, add leads, and perform other CRM tasks within Outlook.
Reduce Email Effort: Copilot suggests actions to help you identify priorities and reduce the time spent managing emails.
Quicker Meeting Prep: Save time on research with Copilot meeting briefs prepared with your data.
CRM Insights: Check AI-generated summaries and recommended actions to plan your day by focusing on high-impact opportunities.
In-Call Insights: Access notes and contextual CRM data insights during Teams calls for informed conversations.
Meeting Summaries: Review automatic summaries, including conversation analysis and recommended follow-up actions, to ensure you don’t miss a thing.
Personalised Emails: Copilot drafts messages using contextual product, account, relationship and opportunity information.
Document Summaries: Quickly grasp the essential points with summaries that reduce the time needed to take action.
Call Coaching: Enhance call outcomes with live suggestions, including objection handling and product positioning.
Content Generation: Copilot assists in creating proposals and pitch decks, using customer data to enhance your output.
Improved Decision-Making: Prompt Copilot to research, analyse data and identify patterns.
Increase RFP Response Quality: Ask Copilot to review requirements, generate an action list and provide responses using your defined content to reduce effort and create high-quality proposals.
Personalised Value Propositions: Copilot analyses customer data to generate unique value propositions.
Increased Efficiency
CRM Integration: Copilot brings CRM data, insights and recommendations directly into M365 apps.
Faster Task Completion: Update records, add leads, and perform other CRM tasks within Outlook.
Reduce Email Effort: Copilot suggests actions to help you identify priorities and reduce the time spent managing emails.
Quicker Meeting Prep: Save time on research with Copilot meeting briefs prepared with your data.
CRM Insights: Check AI-generated summaries and recommended actions to plan your day by focusing on high-impact opportunities.
Productive interactions
In-Call Insights: Access notes and contextual CRM data insights during Teams calls for informed conversations.
Meeting Summaries: Review automatic summaries, including conversation analysis and recommended follow-up actions, to ensure you don’t miss a thing.
Personalised Emails: Copilot drafts messages using contextual product, account, relationship and opportunity information.
Document Summaries: Quickly grasp the essential points with summaries that reduce the time needed to take action.
Call Coaching: Enhance call outcomes with live suggestions, including objection handling and product positioning.
Unlock creativity
Content Generation: Copilot assists in creating proposals and pitch decks, using customer data to enhance your output.
Improved Decision-Making: Prompt Copilot to research, analyse data and identify patterns.
Increase RFP Response Quality: Ask Copilot to review requirements, generate an action list and provide responses using your defined content to reduce effort and create high-quality proposals.
Personalised Value Propositions: Copilot analyses customer data to generate unique value propositions.
Take Advantage of Copilot for Sales
With Copilot, your sales team can spend more time with customers and improve the quality of each interaction.
ServerSys brings product knowledge, consultancy expertise and a commitment to long-term partnership to help you gain tangible value from AI. The outcomes we can help your business achieve with Copilot for Sales include:
Improve Close Rates
Increased Sales Capacity
Revenue Growth
Licensing Copilot for Sales
Several Copilot capabilities are included with Dynamics 365 Sales Enterprise and Sales Premium, but users must be licensed with Copilot for Sales to experience the full functionality.
Copilot for Sales licensing at a glance:
| D365 Sales Ent/Premium | Copilot for Sales | |
|---|---|---|
| Lead and opportunity summaries | ||
| Account insights | ||
| Conversation Intelligence | ||
| Save Outlook emails to CRM | ||
| Create, read and update CRM records in Outlook | ||
| View CRM records during a Teams meeting | ||
| Meeting prep in Word | ||
| Enriched Teams meeting summaries | ||
| Role-based insights and recommendations | ||
| In-call insights | ||
| Assisted proposal builder | ||
| Inline email summaries |
Book Your Copilot for Sales Consultancy
Wherever you are with Copilot or Dynamics 365 Sales, ServerSys can help you drive performance gains. Contact us today to start with a free consultation.
¹ Sellers’ attitudes about AI.” June 2023. An Ipsos study commissioned by Microsoft
² Salesforce 2024 State of Sales Report
³ Salesroom State of Sales Report 2024