Copilot for Sales: The ultimate tool for sales success

Being a sales professional in today’s fast-paced environment is no easy task. You often find yourself bogged down by repetitive tasks, data management and the constant need to stay ahead of customer expectations.  

Enter Copilot for Sales! We’ve been talking a lot about AI in the past few years, and Microsoft is happy to throw theirs in the mix. Copilot is an AI-powered assistant that is designed to revolutionize the sales process by integrating seamlessly with tools like Microsoft Dynamics 365 Sales, Microsoft Teams and other CRM platforms such as Salesforce. 

In today’s blog, we’re going to dig into what makes Copilot for Sales the newest and most powerful tool that sales professionals can have at their fingertips. From the benefits to the pricing and integration, we’re going to cover all the things that make Copilot for Sales the best AI tool for salespeople. 

What is Copilot for Sales? 

As mentioned above, Copilot for Sales is an AI-driven assistant that enhances sales workflows by providing guidance, actionable insights and automation throughout the sales cycle. Sounds amazing, right? 

By embedding itself within familiar applications like Microsoft Outlook and Teams, it ensures that sales professionals have the information and tools they need right at their fingertips. 

Copilot for sales is truly changing how sales professionals are operating. While Copilot has proven to be useful when it comes to content creation in Word, calculations in Excel and generating presentations in PowerPoint, it is now proving to be an undeniable force when it comes to sales. 

Key features of Copilot for Sales 

Copilot for Sales has 5 main features that are important when it comes to the day-to-day tasks of sales professionals. 

Automation of repetitive tasks 

The number one feature that makes Copilot for Sales so appealing is the fact that it is used to automate repetitive tasks, such as creating contacts, updating opportunities, scheduling meetings and generating follow-up emails. 

This helps saves time for sales professionals, enabling them to focus on strategic selling and relationship building strategies. 

Actionable insights 

Copilot for Sales also provides personalized recommendations for lead prioritization, deal closing and customer nurturing. By combining Microsoft Dynamics CRM data, Microsoft Graph and AI models, it can deliver powerful insights tailored to each sales professional.

Real-time feedback and coaching 

Another great feature of Copilot for Sales is that it offers guidance on drafting effective emails, handling objections and negotiating deals. This helps improve the sales performance through continuous learning and best practices. Sales professionals have access to real-time feedback and data that they can use to make informed decisions. 

Collaboration enhancement 

Copilot for Sales can be integrated with other Microsoft tools and platforms, such as Microsoft Teams. This can help centralize communication, document sharing and collaboration.  

Due to Microsoft being an interconnected and interwoven platform, Copilot for Sales supports seamless teamwork on deals, eliminating the need for switching between multiple apps. 

Sales performance analytics 

Copilot for Sales is also a great tool that delivers real-time analytics on individual and team performance. This helps sales managers to identify strengths and address weaknesses where necessary. Having an eagle’s eye view over the sales process is a great feature that Copilot for Sales offer to all users. 

5 benefits of using Copilot for Sales 

Now that we have seen the features of Copilot for Sales, let us dive into the benefits that this AI-powered tool brings to sales professionals. 

Boosts productivity 

By automating manual tasks, sales teams can focus their attention on core activities like lead engagement and closing deals. Thanks to Copilot for Sales, you have more time to nurture your leads and the potential to turn them into clients. This means that you spend time doing quality work that brings in money, instead of losing time in administrative work. 

Improves customer engagement 

As mentioned above, thanks to Copilot for Sales, your customer engagement is improved. How? Because you can now have more personalized interactions with them using AI-driven insights, which can lead to stronger customer relationships. And at the end of the day, fostering strong customer relationships is a key role of a salesperson. 

Optimizes decision-making 

Copilot for Sales is a powerful tool that also offers predictive analytics and sales forecasting to help businesses anticipate demand and allocate resources effectively. This enhances the way of doing things and ensure that your business is ready to tackle any situation. 

Strengthens collaboration 

Due to Copilot being able to integrate to every Microsoft product, tools and platforms, it is very easy for teams to collaborate, especially when working remotely. Through integrations with Microsoft Teams and Outlook, teamwork is facilitated, creating a unified platform for sales conversations and workflows. 

Ensures data security and compliance 

Finally, the other benefit of Copilot for Sales is that it adheres to global data protection standards like GDPR, with advanced encryption and multifactor authentication to safeguard sensitive customer information. This is of the utmost importance, as preserving sensitive data is a major concern for many businesses. 

Licensing and pricing of Copilot for Sales 

Copilot for Sales is currently available to every business. You will need to have a base Microsoft licence so that you can utilize Copilot for Sales. Some of the licences that you may sign up for are Microsoft 365 E3/E5, Office 365 E3/E5 or Microsoft 365 Business Standard/Business Premium. You may also contact us at Gestisoft if you require proper guidance on which licenses best suit your business needs. 

When it comes to the pricing structure, there are 3 main prices that you may be eligible for: 

• Standard pricing: Copilot for Sales is available at $50 per user per month. This subscription includes both Microsoft 365 Copilot and the sales-specific capabilities of Copilot for Sales. 

• Existing Microsoft 365 Copilot Users: For organizations that have already subscribed to Microsoft 365 Copilot, Copilot for Sales can be added for an additional $20 per user per month. 

• Dynamics 365 Sales Premium Customers: Users with Dynamics 365 Sales Premium licences can access the full Copilot for Sales experience by subscribing to Microsoft 365 Copilot at $30 per user per month.  

While Dynamics 365 Sales licences include certain Copilot capabilities, accessing the full suite of features in Copilot for Sales requires the appropriate add-on licence. 

Copilot for Sales is designed to work with both Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, offering flexibility for organizations using different CRM platforms.  

Integration capabilities of Copilot for Sales 

Copilot for Sales integrates seamlessly and effortlessly with other CRMs, namely Salesforce. So, it does not really matter if you use a different CRM system than the Microsoft Dynamics CRM platform. This ensures synchronized CRM data and real-time updates. 

Microsoft Teams and Outlook are also embedded in the integration that provides the sales team insights directly into communication tools. These integrations create a seamless workflow, empowering sales professionals to access all necessary tools in one place. 

How to get started with Copilot for Sales? 

Getting started with Copilot for Sales is quite easy and straight-forward. There are 4 simple steps that you need to take to start using Copilot for Sales. 

Step 1: Check your Microsoft licence. You need to ensure that you have a compatible Microsoft 365 or Office 365 licence. 

Step 2: Choose the appropriate pricing tier if you do not have the appropriate Microsoft licence.  

Step 3: Integrate with your CRM. Set up Copilot for Sales to work seamlessly with Dynamics 365 Sales or Salesforce. 

Step 4: Train your team. Leverage Microsoft’s resources to ensure your team can use the tool effectively. 

By following these steps, you are sure to start using Copilot for Sales the right way and take advantage of all the benefits that come with it. 

Gestisoft: your number one expert when it comes to Copilot for Sales 

Do you want to learn more about Copilot for Sales? Want to integrate it into your business? Contact our experts at Gestisoft. With over 25 years of experience under our belt, we’ve helped dozens of companies in North America with their Microsoft solutions. 

Our team would be happy to answer all your queries and go in-depth about your specific needs. Copilot for Sales is here to make your business more efficient, and we’re eager to contribute to this journey.