Increase sales using Microsoft Copilot

Microsoft is committed to revolutionizing workplace efficiency with secure, enterprise-grade AI capabilities across various business applications. Today marks the launch of Microsoft Copilot for Sales and Microsoft Copilot for Service, integrating role-specific functionalities seamlessly into Microsoft 365 applications and popular CRM and contact center systems.

Microsoft Copilot for Sales: Available now, this enhancement leverages the power of Microsoft Copilot for Microsoft 365, tailored specifically for sales and customer service professionals. It integrates with CRM platforms like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, enhancing apps such as Outlook, Microsoft Teams, and Word with sales-specific insights and actions. This integration aims to streamline business processes, automate repetitive tasks, and stimulate creativity, all while integrating smoothly with existing CRM and contact center systems.

Key Features of Copilot for Sales:

• Generate sales meeting preparation briefs in Word.
• Summarize emails and provide relevant buying intent and budget analysis in Outlook.
• Create emails in Outlook with detailed product, account, and opportunity insights.
• Add leads and update CRM records directly from Outlook.
• Access real-time sales insights during calls in Teams.
• Review sales meeting summaries in Teams with conversation analysis and suggested tasks.
• Establish collaborative deal rooms in Teams synced with CRM data.

Additional Enhancements: Copilot for Sales includes Copilot for Microsoft 365 features, offering productivity tools like presentation generation in PowerPoint, team organization in OneNote, and natural language interactions through the Copilot chat experience. Future updates will expand CRM connectivity across Microsoft PowerPoint and OneNote, further optimizing sales-specific functionalities.

Early adopters, such as Avanade, have reported significant time savings and improved interaction quality with clients using Copilot for Sales. Features like email summarization alone have saved users up to 60 minutes weekly, enhancing productivity and client engagement.

Copilot for Service: Also now generally available, Copilot for Service extends generative AI capabilities into CRM and contact center environments. It simplifies agent workflows by integrating data from CRM systems and knowledge bases, including Salesforce, ServiceNow, and Zendesk. This integration enables agents to access critical insights and automate routine tasks directly within their existing desktop environments.

Key Features of Copilot for Service:

• Enable AI-powered conversations across various data sources, including public websites, SharePoint, and knowledge base articles.
• Access pre-built integrations for CRM systems like Salesforce, ServiceNow, and Zendesk.
• Embed Copilot directly into agent desktops to support seamless workflows across Salesforce and other essential channels.

Future Outlook: Microsoft continues to innovate within Copilot, enhancing its capabilities across Microsoft 365 apps with deeper CRM integration, starting with Outlook, Teams, and the Copilot chat experience. These enhancements will provide agents with enhanced capabilities to manage customer interactions efficiently and drive organizational efficiency.

As organizations like RSM have demonstrated, early adopters are already benefiting from Copilot for Service by streamlining customer support processes and improving agent productivity without disrupting existing workflows.

For more information on how Copilot for Sales and Copilot for Service can transform your business operations, visit the Microsoft Copilot blog and explore the latest in generative AI advancements and their impact on workplace efficiency.