Companies leverage CoPilot for Sales to increase sales, identify trends and forecast sales. 

You can upscale sales with CoPilot using its sales-promoting features such as Natural Language Processing (NLP), and Integration with Customer Relationship Management (CRM). These features assist you in enhancing your sales team and improving productivity. 

Leverage CoPilot for Sales

To use CoPilot, simply integrate it into your CRM application. This would help in automating repetitive sales processes using CoPilot.

Integrating CoPilot into your sales processes improves your sales team efficiency, collaboration and productivity. 

Read our article to learn more. A Comprehensive guide on Mastering CoPilot for Sales

Examples of businesses that have successfully leveraged CoPilot

There are lots of companies that are benefiting from AI-powered tools to streamline and upscale their sales operations. Here are five companies that have successfully upscaled sales with CoPilot. 

• — Lumen Technologies

Lumen Technologies is a global communications services provider that ignites business growth by connecting people, data and apps. They provide edge cloud, networking, collaboration and cybersecurity solutions to their customers. 

Lumen is one of the businesses that have successfully integrated Copilot into its sales processes. It leveraged on CoPilot to save sellers four hours per week by automating administrative tasks.

• — Sandvik Coromant

Sandvik Coromant is one of the leading producers of manufacturing tools and machinery. They provide machining solutions, innovations and knowledge that drives the standard of manufacturing machines and development of machining technologies.

Sandvik Coromant improved their sales experience and efficiency using Copilot in Sales.

This highlights a quote from Silvana Zafarana: Global Sales Process Specialist of Sandvik Cormant,

“Microsoft Copilot for Sales supports us in effortlessly capturing and maintaining the highest data quality, always fresh and concrete in the system. This kind of customer information came at a great cost of time and effort for our sales teams before. Now, Copilot is concretely helping to develop our business daily.”

• — Insight

Insight is a leading solutions integrator that uses their technical expertise, broad solutions portfolio and supply chain capabilities to drive speed, scale, resilience and innovation to our clients to help them achieve business goals. Insight uses Copilot to respond to RFPs 50% faster, significantly speeding up their sales cycle.

• — Schneider Electric

Schneider Electric is a global specialist in energy management and automation. They offer integrated energy solutions. Schneider Electric enhanced customer interactions and enriched their sales processes using data from Dynamics 365 or Salesforce.

• — Prada Group

The Prada Group is a global powerhouse in the luxury goods market, and a business icon. Prada Group utilizes Copilot to improve customer experiences and tailor interactions for their luxury brand customers.

How to Maximize CoPilot in Sales

— Streamline Workflows

You can maximize CoPilot with more automated processes. Reduce the workload on your sales team by automating routine tasks like drafting emails, setting up meetings and preparing summaries.

You can also integrate with CRM tools to synchronize your data. This saves time, allows you to focus on more strategic and complex tasks and improves productivity.

— Enhance Customer Interactions with Personalized Communications

Using CoPilot, you can personalize customer interactions. CoPilot’s AI-generated insights help to tailor your emails and content to each customer. This will improve customer engagement and satisfaction. 

You can also get summaries of past interactions, emails and meetings, to prepare for quick follow-ups.

— Access to Insights and Information

Enjoy real-time insights and sales tips in answering customer questions during calls. CoPilot’s speed in sourcing information can help you make informed decisions on the spot.

— Boost Productivity with Great Sales Content

You can generate pitch decks, captivating social media content, meeting briefs, and data visualizations with AI assistance in PowerPoint, Word, and Excel. 

CoPilot can analyze sales data, identify trends, give detailed reports and offer suggestions relevant to closing deals.

Conclusion

CoPilot can provide the just-needed assistance to your sales team and upscale your sales. Implementing the strategies listed above can help you make the most of Copilot in your sales efforts, leading to increased efficiency and better customer relationships.

To learn more about improving your business with CoPilot, visit our website.