Are you looking to revolutionize your sales strategy? In today’s fast-paced sales environment, leveraging AI-driven tools can be a game-changer. Microsoft offers a suite of powerful AI products designed to enhance your sales processes, boost productivity, and drive business growth. Let’s explore four key tools: M365 Copilot for Sales, M365 Sales Agent, M365 Sales Chat, and the Sales Research Agent in Dynamics 365.

Microsoft 365 Copilot for Sales

Microsoft 365 Copilot for Sales is your AI-powered assistant, designed to help sales teams streamline their workflows and close deals more efficiently.

Key Features:

• Copilot for sales helps sellers close more deals by creating efficiencies.
• Simplify Tasks
• Streamline communication – Use AI assistance to draft emails and set up meetings in Outlook with data from your CRM platform and Microsoft Graph.
• Summarize information – Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.
• Generate content – Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.

Personalize Interactions

• Prepare for Meetings – Access past meeting notes, emails, opportunity summaries, and related content in Outlook and Teams.
• Get insights during calls – View AI-generated sales tips, related information, and answers to customers’ questions during Teams calls.
• View call analysis – Get intelligent meeting recaps including keyword and conversation analysis, competitor mentions, key performance indicators (KPIs), and suggested tasks.

Streamline workflows

• Update records – Use AI assistance to capture and edit customer and opportunity details in Outlook and sync to your CRM platform.
• Create and share contact cards – Share opportunities, leads, and account information from your CRM platform as contact cards in Teams.
• Collaboration Seamlessly – Create deal rooms in Teams that automatically sync with data and files from your CRM platform.

Copilot for Sales helps you focus on what matters most—building relationships and closing deals. By reducing administrative burdens, you can spend more time engaging with customers and driving sales.

Sales Agent for Microsoft 365

Currently in preview, the Sales Agent helps sellers and sales teams autonomously complete end-to-end sales processes. Agents reason over sales data to help complete sales tasks in the background and provide insights to the seller. These agentic scenarios assist sellers throughout the sales process by qualifying and prioritizing leads, providing sellers with insights about their opportunity to identify recommendations for next steps to help close the deal, and providing insights to help sellers prepare for their upcoming sales meetings.

Key Features:

• Lead Qualification: Automatically turns contacts into qualified leads, ensuring no lead is left behind.
• Autonomous Operation: Works around the clock to grow your pipeline by researching leads, setting up meetings, and reaching out to customers.
• CRM Integration: Connects with your CRM, company data, and Microsoft 365 data (emails, meetings) to personalize responses.
• Natural Language Prompts: Allows sales reps to use simple, natural language prompts to get insights and recommendations.
• Cross-Application Connectivity: Integrates with Microsoft Dynamics 365 and Salesforce, enabling sales reps to nurture and close deals without switching applications.

Sales Chat for Microsoft 365

Sales Chat helps accelerate the sales cycle, from getting up to speed on new accounts to preparing for customer meetings. It gives sales reps actionable takeaways from CRM data, pitch decks, meetings, emails, and the web—so they can spend less time digging and more time selling. All it takes is a simple, natural language prompt like “give me a list of deals that are at risk of falling through,” “what should I know going into tomorrow’s meeting with this customer?” or “help me create a plan to close this deal.”

As a seller, you can use Sales chat to:

• Understand your customers
• Be it preparing for a customer meeting or preparing an account plan, it all starts with getting a comprehensive view of the account, the current business with them, open opportunities, and past engagements. With Sales agent, you can look up all this information using natural language.

Ramp up on newly assigned accounts.

• Go beyond the customer data in CRM. Find colleagues who have engaged with the customer in recent months and have the most context to share. Quickly get the topics that are of interest to the customer and have been part of recent engagements.

Grow your business.

• Identify stalled deals by using Sales agent to discover open issues discussed in emails and meetings. Find colleagues who have faced similar issues in other deals in the past to get help in unblocking your deals.

Improve efficiency through a digest of meetings.

• This digest will help you save time and effort by compiling a summary of all recent meetings with action items and shortcuts to high value actions such as saving notes to the CRM system, updating CRM entries, and more. You can use this digest to update the CRM system and complete meeting follow-ups, instead of going meeting-by-meeting on your calendar.

Sales Research Agent in Dynamics 365

As a sales leader, it can be hard to gain visibility into the state of your business, chasing your team for updates, and spending days gathering data without getting the full picture.

With the sales research agent in Dynamics 365 Sales(in preview), you can use natural language to start a dialog with your data or pick from AI-suggested topics. This dialog helps you gain deep understanding of the sales performance of your team, territory, and product portfolio.

You can access the research workspace directly from within Dynamics 365 Sales where you’re already connected to your sales data. When you ask a research question, the agent creates a research plan. It then gathers, analyzes, and transforms data into meaningful research outputs. These outputs are tailored to your context, business domain knowledge, and deep understanding of the business data, and are delivered to you as comprehensive, AI-generated research blueprints.

The sales research agent is not just bringing back answers but suggestions for where to go next. You can effortlessly build multibranch research journeys and zoom into any research finding to explore the output from different angles using the AI cursor, a new AI-powered, context-aware approach to engaging you in the research journey. You can even augment your research by uploading data files from external sources such as HR or e-commerce to provide additional context and richer outcomes by building a comprehensive understanding of your business.

Key Features:

• Natural Language Interaction: Allows users to start a dialog with their data using natural language or AI-suggested topics
• AI-Powered Research Plans: Creates research plans that gather, analyze, and transform data into meaningful research outputs tailored to the user’s context
• Multibranch Research Journeys: Enables users to build comprehensive research journeys over their sales data and augment it with external data files
• AI Cursor: A context-aware tool that lets users explore research findings, change visualizations, and add more data by clicking anywhere on the canvas
• Comprehensive Research Blueprints: Delivers AI-generated research blueprints that provide rich answers and suggestions for further exploration
• Workspace Management: Users can save their workspaces, update them with new data, and regenerate blueprints or new research findings

In conclusion, Microsoft’s AI-driven tools are designed to transform your sales strategy, making it more efficient, productive, and insightful. By leveraging the power of AI, you can focus on what truly matters – building customer relationships and closing deals. Embrace these tools and witness a remarkable improvement in your sales processes.