Microsoft Copilot for Sales

Explore our Microsoft Copilot solution for enterprise sales teams.

Overview

Advancing sales efficiency with Microsoft Copilot for Sales

The success of most businesses relies on their ability to make sales and retain customers. No matter how great the product or service, success comes when this critical part of the customer journey is handled efficiently and with the personal touches that customers expect, and that differentiate you from the competition.

79

%

of sellers confirm that the number of customers they support has increased in the last year.

70

%

of sellers’ time is spent on administrative and non-selling duties.

Benefits

Unlock sales productivity with the power of AI

Simplify tasks

Personalise interactions

Streamline workflows

With Copilot for Sales, your sales team can easily and quickly:

Use AI assistance to draft emails and set up meetings in your Outlook calendar, using data from M365 and your CRM platform.

Access past meeting notes, emails, and opportunity data from your sales CRM when preparing for a meeting.

Improve data quality in your sales CRM by editing customer and opportunity data directly from your M365 applications.

Create email and meeting summaries in Outlook and Teams and save them into your sales CRM.

View AI generated sales tips, insights and answers to questions during Teams calls.

Share your opportunities, leads and account information from your sales CRM as contact cards.

Generate meeting preparation briefs, pitch decks and data visualisations in the M365 platform with AI assistance.

Get enhanced Teams meetings recaps including keyword and conversation analysis and save suggested tasks into your sales CRM.

Use Copilot for Sales to create deal rooms to seamlessly collaborate on opportunities or accounts, in Microsoft Teams.

Solution

Boost seller efficiency, lighten workloads and save time

Copilot for Sales extends the value of Microsoft 365 (M365) Copilot with a role-based agent to boost seller efficiency, lighten workloads, and save time. Powerful capabilities empower sales teams to stay focused, work efficiently, and drive business results.

Boost productivity with Copilot for Sales

Streamline sales efforts

Customisable and seamless integration

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Boost productivity with Copilot for Sales

Copilot for Sales is a powerful AI assistant designed to help sellers maximise productivity and close more deals. By integrating next-generation AI and sales insights from your CRM platform into M365 productivity tools like Outlook, Teams, and Word, Copilot for Sales transforms the way sellers work.

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Streamline sales efforts and enhance customer experience

Sellers can work smarter with features such as email assistance, personalised sales content creation, AI-generated insights, and actionable recommendations. Sales managers benefit from AI-powered insights and collaboration tools that empower their teams to achieve more while delivering exceptional customer experiences.

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Customisable and seamless integration

Copilot for Sales can be tailored to meet your business needs. It integrates seamlessly with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, with the flexibility to connect to other sales solutions as required.

AI-powered support across Microsoft tools

Copilot for Teams

Participates in Teams meetings, accesses meeting recordings, and provides actionable insights and action items from sales calls.

Copilot for Outlook

Accesses calendar events, contacts, and emails to assist with scheduling and email composition.

Copilot for Word

Reads and writes documents to prepare comprehensive sales meeting briefs.

Why Data^#3?

Let Data^#3 help you to prepare for Copilot for Sales success

With the right help, you can ensure a correct CRM connection that maximises the benefits of Copilot for Sales, leading to successful adoption.

Realising the maximum gains doesn’t happen by chance: getting the most from Copilot for Sales relies on planning, expertise, and access to skilled resources.

Data^#3’s team of Copilot Specialists can help you to describe the benefits, calculate a realistic ROI, and prepare a high-level plan to put you on the right path to implementation.

Readiness assessment: we review your sales process and CRM as it relates to Copilot opportunities and assess your security and data structure to identify potential data risks.
Implement & extend: our experienced team will work with you to design, configure, and deploy Copilot for Sales, connecting it into your CRM environment.
Organisational change management: Data^#3 can help you with a comms plan, training plan, and change management execution, so that you can maximise adoption and staff morale.
Training: Data^#3 offers hand-on user training through our Adoption and Training centre of excellence.

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Contact us

As Microsoft’s largest Australian partner, Data^#3 has unparallelled competencies across Microsoft’s extensive portfolio. Having participated in Microsoft’s Copilot Early Access Program (EAP) and using Copilot in our own business – our team of skilled Microsoft specialists is uniquely positioned to help you successfully integrate Copilot into your organisation.

Talk to us