Salespersons usually want to spend more time connecting with customers and helping them find the right products. But in reality, they often spend more time with administrative tasks like entering data into CRM systems and writing emails. This costs up valuable time that could be spent meeting new clients. However, here’s a Microsoft AI tool that is transforming sales team operations. It’s called Sales Copilot.
Sales Copilot integrates with all the tools you use daily, such as your Sales CRM, Microsoft 365, and Microsoft Teams, creating a smooth, AI-powered selling experience.
In this article, we’ll talk about this smart assistant: we’ll explain what it is, how it operates, and provide key tips for maximizing Sales Copilot’s effectiveness.
What is Microsoft Sales Copilot?
Microsoft Sales Copilot transforms the sales process by serving as a smart CRM companion. Traditionally, salespeople store customer and deal details in their Outlook emails and Teams chats. Transferring this data into the Sales CRM can be time-consuming and tedious, requiring them to recall conversation details, go through email histories, and capture context.
The tool streamlines this process by automatically using data from the Dynamics 365 CRM. This provides sales teams with instant access to essential customer information. For instance, during a customer meeting conducted via Teams, Sales Copilot records and transcribes the conversation. Later, you can retrieve a summary to grasp the conversation’s context.
Additionally, you can capture conversation metrics to enhance your selling skills.
The tool is tailored to assist sales professionals in:
- Automating routine and manual tasks like creating contacts, updating opportunities, scheduling meetings, and sending follow-ups. This saves time and boosts productivity.
- Providing personalized and actionable recommendations that help sales teams stay organized and focused on important actions, such as which leads to pursue, which deals to close, and which customers to nurture.
- Providing real-time feedback, coaching, and best practices enables salespeople to improve their sales performance and skills. They can learn effective email crafting, objection handling, and negotiation techniques.
Tips to Maximize Sale’s Copilot Capabilities
There are specific tips and strategies you can employ to elevate your sales performance with Sales Copilot.
1. Integration of Copilot with Dynamics 365 CRM
Integrating Sales Copilot with Microsoft Dynamics 365 Sales App, Teams, and Outlook is crucial for a seamless workflow. This integration ensures smooth data flow between these systems, enhancing your customer engagement and sales strategy.
For instance, once you integrate Copilot with Dynamics 365 Sales App, you’ll be provided with valuable real-time insights and analytics, empowering you to manage customer interactions effectively.
When integrated with Teams and Outlook, Sales Copilot keeps you connected with your team and clients. Collaboration becomes effortless, enabling you to share information and communicate on important deals, ensuring everyone stays informed.
For users of Dynamics 365, Sales Copilot accesses CRM data based on the logged-in Azure Active Directory (AAD) user’s permissions. This means that the data available through Sales Copilot is determined by the user’s roles and permissions set within Dynamics 365. User permissions and data access within the underlying Dataverse instance can be further managed using Power Platform.
This ensures that users only have access to the CRM data that they are authorized to view and modify, maintaining data security and integrity.
Integration with Outlook
Once you’ve done copilot integration with Outlook, it becomes very easy as far as email communication is concerned. When you compose emails, Sales Copilot provides valuable insights about the recipient, including their contact details, past interactions, and ongoing deals. Armed with this information, you can personalize your messages to better suit the recipient’s needs and preferences, ultimately maximizing your chances of converting leads and closing deals.
Another thing that needs to be mentioned is the fact that Copilot can draft emails in different languages and suggest meeting times. This makes your communication even more efficient and effective.
Let’s discuss features
- Easily search for contact information linked to the recipient’s primary email address. Seamlessly save all incoming and outgoing communication with customers in the CRM system, ensuring comprehensive visibility for your team.
- View recent emails and upcoming meetings with customers directly within Sales Copilot. Access detailed information about saved contacts, including related records such as accounts and opportunities.
- Add private notes to help you prepare for meetings and keep track of important details about your customer relationships.
- Generate proposals using data from Dynamics 365, streamlining the proposal process. Receive suggestions for planning meetings efficiently.
- Draft emails in multiple languages and adapt the tone and length of your responses based on AI recommendations.
Integration with Teams
Sales Copilot can be a valuable ally during your meetings in Teams, helping you make the most of every sales opportunity. Before your Team meeting starts, the Sales Copilot gives you important details about the participants, like their contact information and any past interactions or notes from previous meetings. This helps you understand who you’re meeting with and how to tailor your conversation to their needs.
During the meeting, It uses the recorded call and transcript to provide a summary of key insights. This summary includes action items and important keywords and even shows how the participants felt during the conversation. It helps you understand how the meeting went and what needs to happen next.
Sales Copilot also generates Meeting Insights, which are analytics based on the meeting data. These include details like the number of attendees, how engaged each person was, and whether the meeting achieved its goals effectively. They give you a better understanding of how successful the meeting was.
Integration with Dynamics 365 Sales App
Once integrated with the Dynamics 365 Sales App, Sales Copilot allows users to access critical information about leads and opportunities. It also enables organizations to extend Sales Copilot Chatbot functionality to meet specific needs, such as reading related records like contracts, quotes, and notes.
2. Training and Support for Users
It’s also crucial to provide comprehensive training programs to empower your team with Sales Copilot. These programs ensure that every user understands the features and benefits of Sales Copilot, building their confidence and competence.
Additionally, promoting a smooth adoption process involves offering ongoing support and access to valuable resources. Creating an encouraging environment where teams feel motivated to explore and integrate Sales Copilot into their daily routines is key.
Effective change management practices should be implemented to naturally enhance and improve the everyday lives of your sales teams through the adoption of Sales Copilot.
3. Availability and Licensing Information
Microsoft Sales Copilot is accessible to customers using Dynamics 365 Sales and Salesforce Sales Cloud.
Here’s what you need to know:
- Dynamics 365 Sales Customers: If you’re using Dynamics 365 Sales, Sales Copilot is included in Enterprise and Premium subscriptions without any extra charges.
- Other Dynamics 365 Sales Plans: If you have a different Dynamics 365 sales plan, Sales Copilot is available as an optional add-on.
- Usage within Office Apps: To utilize the Sales Copilot app within Outlook, Excel, and Microsoft Teams, you’ll need a product license for Microsoft 365 or Office 365 for enterprise.
Understanding these licensing details ensures you can access and make the most of Sales Copilot based on your specific subscription and usage needs.
Conclusion
In conclusion, the Sales Copilot tool developed for Microsoft’s sales and CRM programs is exceptional. It’s a powerful tool that helps your sales team concentrate on turning both new and existing relationships into fresh sales opportunities. Time is money in sales, and Copilot is like a well-oiled money-making machine.