3 min read

Close More Deals with Microsoft Sales Copilot

Close More Deals with Microsoft Sales Copilot
Close More Deals with Microsoft Sales Copilot

Is your sales organization working up to its potential? Or is their productivity constantly hampered by lagging data and low-value activities that take them away from booking deals?

Sales leaders want their teams to be actively pursuing and building relationships with clients every chance they get - NOT getting stuck in a cycle of endless research, emails, meeting preparation, and administrative tasks.

Microsoft Sales Copilot (formerly called Viva Sales) is an AI-driven tool designed to increase efficiency and lighten the workload for sales teams. Think of it as your team’s new virtual assistant, just waiting to accelerate their productivity and enable them to focus on better-informed client conversations and interactions.

A cutting-edge seller experience application, Sales Copilot is revolutionizing sales processes and productivity for innovative organizations everywhere. The result? Better client interactions and increased sales in less time.


The productivity struggle is real for sales organizations:

Take Dan, for example. As the VP of Sales for a global SaaS company, Dan has worked tirelessly to assemble a talented sales team comprising Business Development Reps, Account Managers, and Sales Directors.

But Dan has found that talent can only take you so far.

Although the team works well together, they spend excessive time on low-value activities - searching through oceans of data, identifying and prioritizing leads, preparing for meetings, and determining the right product recommendations. Without a doubt, this is one of the most frequently voiced frustrations in sales organizations today.

Dan needed to free his team from these endless wasted hours and get them back to what they were hired to do - engage clients and close more deals.


Here’s how it works:

Integrating seamlessly with Microsoft Dynamics 365 Sales, Teams, and other core Microsoft products, AI Copilot mines key data about clients and uses those insights to inform AI-generated communications and even meeting insights such as sentiment tracking, transcript summaries and action items, all launched from - and saved to - your CRM.


The Magic of AI for Sales Transformation - Microsoft Sales Copilot Core Features

Here are some of Copilot’s capabilities that are transforming sales organizations through increased efficiency and better client insights:

Predictive analytics to help sellers sell:

AI-driven insights and recommendations are pivotal for improved sales performance. Microsoft AI Copilot provides intel mined from opportunity data for recommendations that improve client conversations and streamline the sales process, including:

  • Structured email response suggestions
  • Best times to contact a lead
  • Highlights of key changes
  • Forecasting sales trends and customer behavior
  • Upsell opportunities

With this information at their fingertips, sales and account managers can quickly make proactive decisions based on accurate predictions.


Swifter response times through data-driven decisions:

Imagine having specific historical data at your fingertips in real-time, allowing your sales reps to glean strategic intel about a prospect, including pattern identification and up-to-the-minute insights. What previously would have taken hours of CRM searches now frees them up to book more deals faster.

Streamlined sales processes with a single cloud platform:

With everyone using a single unified platform - automated for real-time communication, collaboration, and data sharing - you achieve better knowledge sharing across teams, and departments, without the looming uncertainty of whether you’re using the latest data.

Automated processes include data entry, appointment scheduling, and follow-up reminders. When your team no longer has to do this work manually, they have more time for higher-value sales activities like strategic conversations with prospects.

Generative meeting insights:

Sales Copilot is like an AI-equipped fly on the wall in client and prospect meetings. It summarizes meeting transcripts, provides action items, and even meeting sentiment analysis. Suddenly your team can be more present in their conversations and focus on the client’s needs without having to remember details and write everything down - it’s all launched and saved from the CRM.

Better customer experience via swift and personalized communications:

When all the information your team needs is at their fingertips, they can respond to client inquiries quickly and in a more personalized way. This ability to pull in all the relevant data they need, such as recent notes, news about the company, and any current issues, shows they’re invested, informed, and ready to be proactive.

What a great way to differentiate your company from the competition, improve customer relationships, and win new business!

Back to Dan’s team, POST Sales Copilot integration:

Since Dan’s company adopted Microsoft Sales Copilot, the results have been transformational. His sellers’ responses to clients are more timely and now include valuable insights from historical data. They’re better prepared for client meetings and can proactively speak to potential issues or objections. And with this increase in efficiency, they are actively pursuing and engaging with more clients.

After only a few months, the company’s sales pipeline and revenue outlook are growing. The team feels less bogged down by administrative tasks and is excited about the growth they’re seeing in active client conversations and deals closed.

If you want to experience these powerful changes in your Sales Organization - gaining strategic insights, saving time, improving productivity, and increasing sales - contact us at https://trellispoint.com/contact-us/.

We’ll show you how your company can thrive in the competitive sales landscape by adopting Microsoft Dynamics 365 Sales Copilot.


About the author:

TrellisPoint helps businesses grow with our expert optimization of the Microsoft Dynamics 365 and Power Platform suite. Our customers understand there is no substitute for 20+ years of deep experience transforming and personalizing departments like Sales, Marketing, Project Operations, and Customer Service - all backed by cutting-edge decision-making analytics.

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