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What’s New in Tech: Introducing Microsoft Copilot For Sales

Microsoft Copilot for Sales

Introducing Microsoft Copilot for Sales, an innovative AI companion crafted to boost sales effectiveness and drive deal closures. By infusing advanced AI functionalities and CRM intelligence into your trusted Microsoft 365 arsenal—Outlook, Teams, and Word—it revolutionizes your selling experience.

Experience heightened sales efficiency and customer satisfaction with Copilot for Sales. Benefit from email assistance, personalized content creation, AI insights, and strategic recommendations. Equip sales leaders with AI-powered managerial guidance and collaborative tools. Customize Copilot for Sales to meet the unique needs of your business. Seamlessly integrate with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, and adapt to other sales solutions for comprehensive connectivity.

Copilot for Sales: Maximize Your Sales Impact with Intelligent Assistance:

In today’s sales landscape, challenges abound. According to recent research, 79% of sellers are managing increased customer and account loads compared to the previous year. Gartner® advises that for enhanced sales impact, sellers should entrust AI-powered technologies—such as generative AI, emotion AI, and digital humans—with more responsibilities in executing core selling tasks. This allows salespeople to focus on their strengths: building genuine connections with buyers, understanding their needs, motivations, and objections, and ultimately ensuring that a purchase aligns with their requirements.


Reference Image: Gartner®- AI can help scale sales impact — if you let it.

Copilot for Sales currently assists sellers and sales managers in the following ways:

  1. Crafting sales meeting preparation documents in Word.
  2. Summarizing emails and highlighting pertinent buying indicators like BANT analysis in Outlook.
  3. Drafting emails in Outlook with pertinent details sourced from the CRM system and Microsoft Graph.
  4. Updating CRM records and adding leads directly within Outlook.
  5. Accessing meeting preparation notes and real-time sales insights during Teams calls.
  6. Reviewing sales meeting recaps in Teams, complete with conversation analysis, sales-focused keywords, KPIs, and task suggestions.
  7. Establishing collaborative deal rooms in Teams that synchronize with CRM data.

Copilot for Sales on Microsoft Teams is authorized to join Teams meetings and access meeting recordings, extracting valuable insights and action items from sales calls. In Outlook, Copilot for Sales can access calendar events, and contacts, and manage emails efficiently. In Word, it’s empowered to read and edit documents, facilitating the preparation of sales meeting briefs.


Reference Image: Microsoft Copilot for Sales

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Copilot for Microsoft 365, integrated into Copilot for Sales, offers additional productivity enhancements for sellers, such as:

  1. Creating presentations with ease in PowerPoint.
  2. Generating plans and organizing team data proficiently in OneNote.
  3. Capitalizing Microsoft Copilot’s chat feature to ask natural language questions for customer interaction updates.

Copilot for Sales will introduce CRM connectivity to the Microsoft Copilot chat, enabling quick insights on conversion rates, sales cycles, and pipeline statuses for sellers and sales managers. In the future, enhancements to Copilot experiences in Microsoft PowerPoint and OneNote will be tailored to address seller-specific needs with CRM integration.

Copilot For Sales Gives Sellers a more productive way to work

Reference Image: Microsoft Copilot for Sales E-book.

In conclusion, Copilot for Sales stands as a transformative asset in enhancing productivity and elevating seller performance. By seamlessly integrating with Outlook and Teams, it empowers sellers with AI-driven insights, driving efficiencies and fostering unparalleled customer engagement. Copilot for Sales not only saves time and reduces redundant tasks but also enables teams to maximize their potential. With Copilot for Sales, sellers can embrace a more effective, valuable, and impactful approach, achieving greater success in their sales endeavors.


Ready to embrace the future of sales firsthand? Don’t miss the chance to leverage the potential of Microsoft Copilot: Register for our 1:1 Copilot Workshop.

Explore our latest blogs on what’s happening in the world of tech, including the newest features of:

  1. Exploring the Latest in Microsoft Copilot for Microsoft 365 Enterprise.
  2. The Art of Prompting – Unlock the full potential of AI-powered tools with Intech Guide!
  3. Integrating AI Builder with Power Platform.
  4. Microsoft Copilot in Dynamics 365 Business Central.
  5. Exploring 2024 Trends for AI in CRM and AI in ERP Systems

About Intech Systems:

Intech Systems is a leading IT services company focused on providing world-class implementation and support services for Microsoft Technologies. Intech’s wide range of services helps companies in their digital transformation journeys by providing technology solutions, across all three Microsoft clouds– Azure, Dynamics 365, and Microsoft 365. With offices in India and the US, Intech has a rich experience of over 40 years, with more than 250 certified consultants, having implemented projects in 10+ countries. Today, Intech is amongst the top managed partners in India and a Microsoft-certified Solutions Partner for Data and AI (Azure), Business Applications, and Digital App and Innovation.

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