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Artificial Intelligence | Microsoft Copilot | Copilot for Sales
Close More Sales Deals, Faster!
Exigo Tech helps in implementing Copilot for Sales that empowers your sales team with AI-driven insights and automation for unmatched growth
Transform How Your Sellers Work
Utilise Copilot for Sales to enhance efficiency and create personalised sales strategies with AI
Copilot for Sales is an AI assistant designed to transform the way sellers work, enhance sales processes, and personalise customer interactions. Seamlessly integrating with Microsoft 365 and Dynamics 365 Sales, Copilot for Sales offers intelligent insights and task automation that streamline your operations. By bringing AI and CRM updates into tools like Outlook, Teams, and Word, it automates tasks and provides valuable sales data insights.
With features like email assistance, personalised sales content creation, and AI-generated insights, Copilot for Sales ensures that you are always prepared for customer interactions, enhancing workflow and accelerating deal closures. Copilot for Sales is customisable to fit your business needs which ensures that you can tailor the AI assistant, maximising its impact on your sales process.
As a trusted Microsoft partner, Exigo Tech ensures seamless adoption and customisation of Copilot for Sales. Our specialists provide expert guidance, tailoring the AI assistant to fit your unique sales workflows, helping you save time and focus on building relationships and closing deals.
Boost Your Sales Approach with AI
CORE OFFERINGS : COPILOT FOR SALES
By adopting Copilot for Sales, organisations can transform their sales operations, driving significant improvements in productivity, efficiency, and revenue growth. Copilot for Sales provides sales teams with the tools and insights needed to excel in today’s competitive market.
- Sales Productivity Enhancement
- Personalisation of Customer Interaction
- AI-Driven Task Simplification
- Integrated Workflow Management
- AI-Powered Workflow Optimisation
Sales Productivity Enhancement
Copilot for Sales is designed to significantly enhance the productivity of sales teams by automating routine and time-consuming tasks. It uses generative AI to draft personalised emails, schedule meetings, and update CRM records. By handling these repetitive tasks, Copilot for Sales allows sales professionals to focus on more strategic activities such as building relationships with clients and finalising deals. Copilot for Sales enables teams to stay organised and efficient, ultimately leading to increased productivity and better sales outcomes.
Personalisation of Customer Interaction
By integrating with tools like Outlook and Teams, Copilot for Sales delivers contextual recommendations and next-best actions directly within the workflow. Before meetings, it gathers and presents relevant customer information from past interactions, ensuring you are well-prepared. During calls, real-time insights and suggestions help you respond accurately and promptly to customer queries. Post-meeting, AI-generated summaries and analysis offer valuable follow-ups, highlighting key discussion points and suggested actions. This personalised approach builds stronger relationships and increases customer satisfaction.
AI-Driven Task Simplification
Copilot for Sales simplifies complex sales tasks by providing AI-powered assistance. It helps in creating pitch decks, meeting preparation briefs, and data visualisations in PowerPoint, Word, and Excel. Its advanced AI algorithms enable sales teams to analyse large volumes of data and get actionable insights, helping in making informed decisions. By integrating with Microsoft 365 and CRM systems, Copilot for Sales streamlines data entry tasks, reducing manual efforts.
Integrated Workflow Management
As Copilot for Sales seamlessly integrates with the tools that sales teams already use, it ensures that all sales activities are connected and synchronised. This helps sales professionals to manage their tasks without the need to switch between different applications. It brings relevant customer information, emails, and CRM data directly into Microsoft 365 apps, enabling easy access to critical insights and updates. This integration provides real-time notifications so that sales teams are always informed and can respond quickly to any changes or opportunities.
AI-Powered Workflow Optimisation
Copilot for Sales leverages AI to update records by capturing and editing customer and opportunity details directly within Outlook and Teams, ensuring all data syncs effortlessly to your CRM. You can create and share contact cards from your CRM as Teams contact cards, simplifying information sharing. Additionally, Copilot enables the creation of deal rooms in Teams, which automatically sync with relevant data and files from your CRM, fostering seamless collaboration and streamlined workflows.
Utilise Advanced AI Capabilities to Improve Sales Processes and Close More Sales Deals with Copilot for Sales
Start Your Copilot Journey Today
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