Microsoft Copilot for Sales is an AI assistant designed for sellers. The Microsoft Copilot for Sales app in Outlook provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates.
General availability: 01st April 2024
Prerequisites:
- Copilot for Sales must be turned on in your environment.
- You must be enabled to use Copilot in Microsoft 365
- Assign Copilot for Sales user license to the user profile.
- You must use the new Outlook for Windows or Outlook on the web to use the combined experience.
- The Copilot for Sales app must be installed by your admin.
Key Features:
- Integrate Copilot for Sales with Outlook Email Drafts:
This capability seamlessly integrates Copilot for Sales into Copilot in Microsoft Outlook to provide dynamic, context-aware replies. This integration not only streamlines your email communication process but also adds significant sales value.
Step 1: Ensure you have the Copilot for Sales app added to your Outlook
Step 2: Generate Email Content with Copilot Capabilities by clicking on Draft an Email and choose from the three options – Reply to an inquiry, Make a proposal or Address a concern.
Copilot for Sales will prepare a draft email as per the option selected.
Step 3: Copy the content or Adjust the draft by clicking the ‘Copy content’ button or adjust the draft email by clicking the ‘Adjust draft’ option.
Step 4: Adjust the draft email by changing the length as Short, Medium & Long or adjust the tone as Formal, Professional or Friendly
Step 5: Suggest a meeting time to include in the email by choosing from the suggested time slots.
Change the language for the email from the available options
2. Related CRM Records
Access and view related CRM records directly within the unified view, eliminating the need for switching between tabs.
3. Contact, Account, and Opportunity Summaries:
Gain quick insights into contacts, accounts, and opportunities, enabling informed decision-making at a glance.
Conclusion:
Microsoft Copilot for Sales represents a significant leap forward in empowering sales teams with actionable insights, seamless collaboration, and enhanced productivity. With its intuitive interface, integrated capabilities, and focus on delivering value, Copilot for Sales is poised to transform how sales professionals engage with customers and drive business growth.
Stay tuned for the launch of Microsoft Copilot for Sales and unlock the full potential of your sales endeavors with intelligent insights and efficient workflows.
Thank you, Sayantan for your valuable inputs to this blog!!
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