Generative AI is widely touted as a time-saving, creativity-boosting and effort-reducing tools. In recent years, generative AI tools have emerged in Sales CRM systems, empowering sellers to better manage opportunities.
The introduction of innovative AI features in applications such as Microsoft Sales Copilot has created an avenue for businesses to optimise the overall experience for both prospects and customers. By leveraging AI, sellers can simplify their pipeline management while identifying opportunities to meet (and often exceed) customer expectations.
We’re here to look at the latest AI-powered features in Sales Copilot, and how they can assist sales teams in nurturing leads and winning more deals.
What is Microsoft Sales Copilot?
Microsoft Dynamics 365 Sales Copilot is an AI-assisted tool that brings together data from Microsoft 365 apps and Dynamics CRM systems to increase productivity and collaboration among sales teams. It’s data-driven to transform the way your employees communicate with customers.
Formerly known as Viva Sales, Microsoft Sales Copilot allows employees to save time through the usage of generative AI tools for increased optimisation. Time wasted on certain tasks is saved to enable sellers focus on engagements with customers.
Below, we’ll discuss how Microsoft Sales Copilot uses artificial intelligence to empower businesses in advancing client relationships and service.
Crafting a bespoke customer experience with Microsoft Sales Copilot and GPT
Sales Copilot gives you access to a breadth of rich data and insights in the Microsoft Cloud, through the integration of the new GPT and Azure OpenAI Service. This technology pulls together information from Outlook, Microsoft 365 graph and CRM systems to tailor communications for customers. It also sends reminders to sellers to follow up on prospects or clients when the time is due.
With GPT and Azure OpenAI, Microsoft Sales Copilot can auto-generate email responses with personalised texts and actions to suit the requirements of sellers. A personalised response might include the suggestion of a meeting at a suitable time based on the seller’s Outlook calendar, or even product details that the customer might be interested in based on an associated Opportunity record in Dynamics 365.
Image taken from Microsoft
Sellers can then get AI-generated output, which they can review and send to their customers. Sales Copilot enables sellers to hover over highlighted areas of text for more understanding of the data sources behind generated replies in emails. This functionality improves upon the overall customer experience, leading to enhanced value and satisfaction.
Performance optimisation with Microsoft Sales Copilot
Microsoft Sales Copilot works efficiently with Outlook and Teams to help sellers be more productive. It reduces time spent looking up data. Users can access customer and sales opportunity details from Dynamics 365, without needing to leave Outlook or Teams. It makes a better journey for the sellers, while providing full context for their deals.
Increased opportunity to streamline sales process
Microsoft Dynamics 365 Sales Copilot focuses on streamlining sales systems and activities for efficiency and optimisation. Its functionalities help businesses automate the management of leads and pipelines. Sellers can generate record summaries, such as to:
- Stay on top of opportunities
- Generate quick catch up notes to see what has changed in the last 7 days
- Ask their Sales Copilot for the latest news articles curated from Bing, to prepare for upcoming meetings
These features support sellers in enhancing the value offered to customers.
Enhanced team collaboration for quality customer service
Modern sales teams are provided with real-time collaboration opportunities when they utilise the full features of Microsoft Dynamics 365 Sales Copilot. It integrates with Teams to create a seamless work environment that connects even remote team members.
Sales Copilot also allows sellers to streamline the creation of Account Teams and Deal Rooms in Microsoft Teams, based on templates that ensure your channels, pinned applications and related CRM data are all in one place. This streamlining of information and files from Teams allows for effective partnerships between sellers. They are then able to collaborate better so they can deliver more efficiently to their clients.
How much does Sales Copilot cost?
Dynamics 365 Sales Copilot is already available to existing Dynamics 365 Sales Enterprise and Premium licenses users at no additional cost.
Sales Copilot can also be purchased as a standalone licence costing £32.90 per user, per month. For more information, you can visit here.
Leveraging the Power of AI in your sales
Microsoft Sales Copilot is redefining the customer experience with the power of AI. Implementing it is a step towards making sure that your sales teams have valuable insights to enrich the services provided to customers.
With its cutting-edge AI technology, Sales Copilot will empower your sales teams to optimise their sales process. From there, they can close more deals, faster.
For more understanding on how the application can promote business development, contact our experienced Dynamics 365 Sales consultants. They will support you with your understanding of how Sales Copilot could fit within your organisation.
We can also conduct thorough AI readiness assessment in your business to ensure your data is prepared and you have the foundations to generate ROI from your AI investments.
Get in touch with our team here.
