Instead of engaging with promising prospects, sales teams usually spend most of their day writing emails and juggling data.

Low-value and non-revenue-generating tasks such as these take up nearly 70% of a seller’s day, according to research commissioned by Microsoft.

Currently, what sales teams are missing is a way to not only quickly accomplish manual tasks, but also make sense of data and use it to their advantage and close deals.

However, with AI assistants embedded in CRM software like Microsoft Sales Copilot in Dynamics 365, sales teams have a new tool to help them make personalised connections with customers and close deals.

With Sales Copilot working alongside them in Dynamics 365, sellers can make more personalised connections with customers by:

  • Staying informed about relevant information – Sales Copilot helps sellers get a clear picture about a client’s recent activities, needs, and expectations before meetings.
  • Sharing relevant content to customers – Content recommendations from Copilot, given at the right time, can enhance customer engagement.
  • Following up on enquiries, concerns and opportunities – With Sales Copilot, sellers can easily get key info from emails and calls to promptly answer enquiries, address issues and follow up on opportunities.

Want to learn more about how AI and Sales Copilot can help your sales team? Contact us.

Fill in this form to download the Microsoft e-Book.