Dynamics 365 Copilot, the first ever copilot for both CRM and ERP launched in March, got an incredible response with over 63,000 organizations experiencing Copilot in Dynamics 365 and Power Platform.
Copilot assisted employees wherever they were working by delivering business insights to help them focus on more meaningful tasks. And that is where Microsoft sees value for its customers to move to the cloud. Introducing Microsoft Sales Copilot in this Inspire, they gave a role-based copilot designed for sellers to empower them in increasing productivity.
It also helps clients personalize every customer experience to help close more deals. Sales Copilot is assessable from the tools where sellers work. This includes Outlook, Teams, and other CRM systems like Salesforce.
In Microsoft’s own sales organization, over 10,000 sellers use Sales Copilot and early results showed that 85% of surveyed sellers were able to complete one or more tasks faster, and 70% mentioned that Sales Copilot helped them with their productivity.
The new Sales Copilot allows sellers to access auto-generated opportunity summaries such as status, and highlights of changes, progress etc. inside Dynamics 365 Sales.
They can create targeted emails utilizing customer CRM data to pull in information, within Dynamics 365 Sales. Users can also prepare for client meetings with a summary view which includes notes, account information, highlights of any issues, and more within Outlook, Teams, or Dynamics 365 Sales.
Finally, use real-time tips during Teams meetings to stay ahead and tackle objections.