How Will Microsoft Sales Copilot Help Your Business Sell More?

Selling is an art. But even the most skillful artists need the right tools to shine. While many salespeople aspire to spend their days cultivating customer relationships, the reality often involves cumbersome data entry and administrative tasks. Enter Microsoft Sales Copilot – an innovation aimed at transforming these mundane tasks into seamless experiences. So, how exactly can this tool help your business boost its sales?

What Is Microsoft Sales Copilot?

Microsoft Sales Copilot

Microsoft Sales Copilot, previously known as Microsoft Viva Sales, promises a revolutionized selling experience. Here’s what it brings to the table:

  • Intelligent CRM Companion: Instead of laboriously transferring data from Outlook emails and Teams chats into your CRM, Sales Copilot does the heavy lifting. The result? Valuable customer and deal information becomes instantly accessible, cutting down on manual data entry.
  • Integration with Daily Tools: Your daily tools like Microsoft 365, Microsoft Teams, and your Dynamics 365 CRM get supercharged with AI capabilities, streamlining the entire selling process.
  • Contextual Insights: Picture this: after a team meeting with a client, Sales Copilot can transcribe and summarize the conversation. No more scrambling through notes or trying to recall details. You get a concise summary with key conversation KPIs, providing actionable insights to hone your selling skills.

Unpacking the Functionality of Microsoft Sales Copilot

At its core, Sales Copilot operates as an Add-in for Microsoft Outlook and as a Microsoft Teams App. Here’s how it enriches the user experience:

  • Real-time Data Connectivity: Directly links with your CRM, serving up-to-the-minute data and sales insights.
  • Comprehensive Data Access: Harnesses the power of CRM data (like Contacts, Accounts, and Opportunities), end-user data from Microsoft 365, and Copilot-specific settings and insights.
  • Robust Security: All data in Sales Copilot is encrypted with Transport Layer Security (TLS), ensuring a secure experience. And for those privacy-conscious users, rest assured: data is only used to generate user-specific AI scenarios and is never utilized to train AI models externally.

Three Key Ways Microsoft Sales Copilot Boosts Sales for Businesses

1. AI-Powered Communication

Composing and managing emails can eat up a huge chunk of a seller’s day. With Sales Copilot’s integration with Microsoft 365, Outlook, and Teams, this becomes a breeze.

For example, do you receive inquiries about product pricing? Sales Copilot offers AI-generated responses, tailored to the context of the query. With minimal modification, you can send that email immediately and get back to other important activities.

In addition to preparing replies to your customer emails, Sales Copilot can help you address inquiries, handle customer concerns, and offer discounts. It ensures every communication is precise and impactful, helping you build lasting customer relationships.

2. Streamlined Collaboration with Customer Cards:

Customer Cards allow sales teams to collect, organize, and share critical customer information within Teams. Copilot helps you get started by setting up cards automatically with contact information and other important details.

Sellers can then add more information to these cards with data like customer preferences and priorities, giving a comprehensive view to strategize effectively. The ability to share these cards in Teams chats promotes team-wide transparency and collaboration.

3. Insightful Call Summaries and Transcripts:

The AI-powered call summary function is a game-changer, automatically recording, transcribing, and summarizing phone and video calls. Once complete, sales representatives can analyze key moments in the conversation to make sure of the next actions to take and to look for ways to solve customer problems that will lead to another closed deal.

Dive deeper into call dynamics with the ability to gauge customer sentiment through voice inflection analysis. This can help you see where a customer is happy, excited, or frustrated, and what parts of the conversation brought that response.

The consolidated dashboard aggregates vital metrics, enabling the sales team to learn, adapt, and improve their strategies. This information sharing can even help new representatives learn from more experienced sellers and set performance goals.

Experience the Power of Microsoft Sales Copilot

In the evolving landscape of sales, tools like Microsoft Sales Copilot can be a pivotal asset. By offering intelligent features and integrations, it promises an efficient, data-driven, and impactful selling experience.

If your business is keen to harness this innovative technology, consider reaching out to our experts at CogentNext Technologies to guide your integration journey. With the right tools in hand, the sky’s the limit for your sales success!

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