Microsoft Copilot for Sales

Supercharge your Sales teams and maximise your CRM with Copilot for Sales.
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Copilot

Revolutionise your business operations with Microsoft Copilot.

Copilot in Microsoft 365

Embed Copilot within the apps you use daily to increase your efficiency.

Custom Copilots

Tackle specific tasks and challenges unique to your organisation.

Copilot Extendability

Empower organisations to enhance productivity and streamline workflows.

The future of work is here. Sales Copilot will revolutionise your business.

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Simplify your sales with Copilot

Revolutionise your business operations with Microsoft Sales Copilot. Powered by the advanced GPT-4 large language model, Copilot significantly speeds up and simplifies complex tasks.

Use Sales Copilot to streamline your communication by drafting emails and setting up meetings within Outlook. Generate and summarise your email and meeting communication, saving directly to your CRM. Create AI generated pitching decks, meeting briefs and data visualisations within Microsoft 365 suite.

Sales Copilot Personalised Interactions

Copilot takes your interactions to the next level. Prepare for meetings by summarising past meeting notes, emails, and related content within Outlook and Teams. Get ahead from your customers with in-call insights, generate sales tips, related information and answers to customers questions all during your teams calls.

This empowers organisations to enhance productivity, streamline processes, and achieve improved outcomes by aligning Sales Copilot perfectly with their unique operational goals.

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Streamlining with AI support from Sales Copilot

Work collaboratively and efficiently with your Copilot, sharing information between your Microsoft 365 apps and your CRM platform. Utilise AI insights to capture and edit customer details and combine with opportune data captured within Outlook and Teams, syncing within your CRM.

Copilot Extendibility – Expanding Possibilities

Microsoft Copilot is more than just a tool; it’s a versatile platform that can be customised to meet your organisation’s specific needs within the Microsoft 365 environment.

The array of extensibility options available, including: Microsoft Graph Connector, Message Extension Plugins, Power Platform Connectors, OpenAI Plugins, ISV Apps Integration, Conversational Plugins, AI builder prompts, Power Automate flows, and more, opens the door to tailor Copilot for specific tasks, workflows, and industry requirements.

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Are you ready to harness the potential Copilot can offer?

Prepare your business for Copilot and start improving the way your organisation performs. With our two Hour Readiness Workshop we will detail what you need to do to be in the best position for a Copilot rollout.

Within this session we will cover:

  • Data and Security Assessment: Ensuring your data architecture and security protocols are Copilot-ready.
  • Employee Engagement Evaluation: Gauging your team’s readiness for a smooth transition to Copilot’s functionalities.
  • Adoption and Change Management Strategies: Crafting a roadmap for seamless integration and adoption.
  • Cost Analysis: Providing a detailed breakdown of licensing costs and helping you understand the ROI implications.
  • Extracting ROI: Aligning Copilot’s capabilities with your specific business goals and operational needs thus maximising ROI.

If you are ready to discuss utilising AI and Copilot for your organisation, discuss your needs with our consultants with us today and start your AI journey.

Wayne Simpson

Copilot & Power Platform Lead

Wayne Simpson, Copilot, AI & Power Platform Lead

Wayne is our Copilot, AI and Power Platform Lead. He combines his technical expertise and keen business acumen to craft innovative solutions to address your challenges. Book a call with Wayne to get started with your journey into the world of AI and Power Platform

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