Microsoft Copilot is a powerful AI assistant within the Microsoft ecosystem and can work with and draw from your existing applications and documents. Copilot for sales brings the power of artificial intelligence directly into the tools that businesses use daily. This integration allows Copilot to seamlessly interact with Word, Excel, PowerPoint, Outlook, and other Microsoft applications, enabling users to generate content, analyze data, create presentations, and manage communications more efficiently.
Copilot is designed to understand context and user intent, making it an invaluable tool for enhancing productivity. In the case of sales and marketing, Copilot can be a significant driver of engagement with the added benefit of integrating with Dynamics 365.
Large enterprises such as Pfizer, PwC, and Visa are already leveraging Copilot to streamline their operations, enhance collaboration, and drive innovation. These companies use Copilot to manage vast amounts of data, create detailed reports, and maintain consistent communication across global teams. The AI assistant’s ability to learn and adapt to each organization’s unique workflow further amplifies its effectiveness, making it a crucial component of modern business strategy.
So what’s the big deal about Copilot for Sales?
It’s hard to overstate just how much potential Copilot holds. It’s a game-changer, not just in terms of productivity – because it carries out those routine repetitive tasks in seconds, not hours – but also in terms of diligence, accuracy, and efficiency. However, Cameron Male from Infinigate Cloud recently joined us on a webinar and made the point that Copilot can’t do everything. “It’s called Copilot for a reason. It’s not autopilot; it’s not lead pilot. It’s not here to replace people. It’s here to strap a rocket onto what we’re already doing.”
Cameron compares Copilot to the equivalent of having an intern for everyone in the business. You can talk to it in natural language – asking questions or giving instructions in the same way you can with a person, pointing towards relevant resources, requesting document summaries, etc. But, just like an intern, you can’t assume everything it produces is ready to go. You need to work with the material, shape it, and add to it until you’re happy with it. Even so, you’re still saving significant time compared to doing the full task by yourself.
Copilot for Dynamics 365
For salespeople, the easiest way to understand the benefits of Copilot is with examples.
Makes email easier
When your inbox is piling up, it’s difficult to keep track of conversations. Copilot summarises email threads, saving you time trailing back through your emails. It also helps draft new emails, drawing on your CRM and existing resources to gather relevant information such as product prices, timelines, etc.
Enables more productive meetings
Copilot helps you prepare for meetings by bringing up notes from previous discussions, email threads, proposals, etc. It can provide sales tips, and competitor insights and even propose answers to questions raised during the meeting. After the meeting, it can provide a summary and create tasks from action points raised during the meeting.
Continuously updates CRM
Copilot syncs with Microsoft Dynamics and Salesforce, making it easy to share and save relevant conversations, update contacts, and record progress with just a few clicks.
Generates reports and presentations
One source can generate any number of documents. For example, a single product might require a customer proposal, web page, product brochure, pitch deck, instruction manual, and more. A lot of these documents have considerable overlap. As a generative AI tool, Copilot can save you the effort of reproducing the same information in different formats – easily drafting PowerPoint presentations from brochures, for example, or creating sales forecasts from Excel spreadsheets.
What are the biggest benefits of Copilot for Sales?
By far the biggest benefit of Copilot for sales and Microsoft Dynamics 365 is the time saved on repetitive, routine tasks. This enables sellers to get on with the business of selling, without neglecting any of those important ‘background’ tasks that facilitate and support sales conversations. By adding AI into the mix, you’re effectively increasing the capacity of your salespeople.
Workflows aren’t just speeded up – they’re also more productive and more efficient because they’re backed by data. Decisions can be made based on evidence and known connections, rather than assumptions and fallible human memory. Effectively, we’re moving towards a workplace where we use the human brain for the things it does best – creating relationships, navigating personalities, understanding emotional context – and use AI where it makes sense to do so.
Want to learn more about Copilot?
We’ve recorded a couple of videos about Copilot, where we discuss how this tool can be used across departments within an organisation. You can find those here. Alternatively, email info@qgate.co.uk and we can set up a time to talk through how Copilot might benefit your business.
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