{"id":13241,"date":"2024-02-06T17:37:01","date_gmt":"2024-02-07T01:37:01","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=13241"},"modified":"2024-05-23T13:36:56","modified_gmt":"2024-05-23T20:36:56","slug":"seven-things-we-learned-deploying-microsoft-sales-copilot-at-microsoft","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/seven-things-we-learned-deploying-microsoft-sales-copilot-at-microsoft\/","title":{"rendered":"Seven things we learned deploying Microsoft Copilot for Sales at Microsoft"},"content":{"rendered":"
<\/p>\n
Read our step-by-step guide on deploying Copilot for Microsoft 365 at your company. It\u2019s based on our experience deploying it here at Microsoft:<\/p>\n
We’ve entered the age of AI, and our salespeople are reaping the benefits here at Microsoft. Thanks to Microsoft Copilot for Sales, their days are more efficient, their communication is more streamlined, and their interactions with essential sales tools don\u2019t require them to interrupt their flow of work.<\/p>\n
Since we launched the tool internally here at Microsoft, we’ve learned a few best practices for deploying it easily and making full use of its features. This post shares some of our learnings so you can take advantage of our experience when you activate Microsoft Copilot for Sales at your organization.<\/p>\n
Everything we’ve done in terms of our Dynamics 365 sales platform aims to give time back to sellers so they can invest it into customers. With AI and copilots, our technology is doing even more to help us reach that goal.<\/p>\n
\u2014 Alexandra Jones, senior business program and change manager, Microsoft Digital<\/p>\n<\/blockquote>\n
[<\/em>See how we\u2019re simplifying our sales with AI-powered Microsoft Copilot for Sales<\/em><\/a>. <\/em>Get insights from our Lori Lamkin and Nathalie D\u2019Hers on the power of Microsoft Copilot for Sales.<\/em><\/a> Explore getting the most out of generative AI at Microsoft with good governance.<\/em><\/a>]<\/em><\/p>\n
Taking the tedium out of sales tasks<\/strong><\/h2>\n
Microsoft Copilot for Sales<\/a>\u00a0maximizes productivity with an AI assistant specifically designed for sellers. Like our other AI-powered tools, it increases productivity and efficiency by providing intelligent digital assistance within Microsoft Teams and Outlook.<\/p>\n
The added value of Microsoft Copilot for Sales is working with Dynamics 365 or Salesforce to access, use, and input customer relationship management (CRM) data. As a result, it eliminates distracting tasks that eat away at their time and get in the way of what they do best\u2014building relationships and solving problems.<\/p>\n
“Everything we’ve done in terms of our Dynamics 365 sales platform aims to give time back to sellers so they can invest it into customers,” says Alexandra Jones, senior business program and change manager in Microsoft Digital, the company\u2019s IT organization. “With AI and copilots, our technology is doing even more to help us reach that goal.”<\/p>\n
For sellers trying to do their jobs, it’s all about that flow of information within the flow of action.<\/p>\n
\u2014 Kerry Barrass, director of business programs, Microsoft Customer and Partner Solutions<\/p>\n<\/blockquote>\n
The sweet spot exists at the intersection of AI-enabled intelligence and CRM integration into the spaces where salespeople operate every day. Within Microsoft Teams, Copilot for Sales delivers real-time call insights, AI-generated meeting summaries, post-call analyses and action items, and more. In Microsoft Outlook, its abilities include crafting contextual email responses, summarizing lengthy threads, and creating Teams Collaboration Spaces associated with accounts and opportunities.<\/p>\n
Across both workspaces, Microsoft Copilot for Sales makes it easier to create, update, or view CRM contacts, opportunities, and other data associated with sales accounts. That mitigates the need for sellers to migrate to a different tool as they conduct the essential business of using or updating their CRM.<\/p>\n
“For sellers trying to do their jobs, it’s all about that flow of information within the flow of action,” says Kerry Barrass, director of business programs within Microsoft Customer and Partner Solutions. “While the conversation is fresh, the tool distills information down into consumable chunks and actionable items.”<\/p>\n
Those features come in handy because sales are complex and require strong coordination across large teams. One of our typical sales accounts involves anywhere from 20 to 50 individual employees, each with a vital role to play. As a result, it’s extremely difficult to get everyone on a call or piece together the narrative underlying email threads.<\/p>\n
“When I get copied into an email thread, I used to need a knowledge transfer meeting to get up to speed,” says Emilio Reyes Le Blanc, a technology specialist in Microsoft Sales. “This technology means I can just open an email thread, have Copilot generate a summary, and contextualize my existing relationships from the integrated pane within Outlook.\u201d<\/p>\n
Taken together, these features deliver greater contextual understanding, more efficient workflows, and higher data fidelity within our CRM systems.<\/p>\n
One day, a magic button popped up in my Outlook and I got a prompt to try Copilot for Sales, so I taught myself to use it. One of the beautiful things about this tool is that its time to value is extraordinary.<\/p>\n
\u2014 Emilio Reyes Le Blanc, technology specialist, Microsoft Sales<\/p>\n<\/blockquote>\n
Our top seven tips for adopting and using Microsoft Copilot for Sales<\/h2>\n
Deploying Microsoft Copilot for Sales has provided us with some helpful insights<\/a>.<\/p>\n