Your AI assistant designed to enhance sales productivity by integrating M365 apps with CRM platforms like Dynamics 365 Sales and Salesforce.
Explore Key Features
Microsoft Copilot for Sales acts as a bridge between the Microsoft 365 productivity tools sellers use daily (Outlook, Teams, Word) and their CRM system (Dynamics 365 Sales, Salesforce, or others via configuration).
By leveraging generative AI and sales-specific insights, it helps sales teams streamline workflows, personalize customer interactions, automate repetitive tasks, and ultimately close deals more efficiently.
Draft personalized emails using CRM data and Microsoft Graph insights.
Generate briefs for sales meetings, summarizing key details like customer needs and opportunities.
Provides AI-driven recommendations, such as next steps or customer engagement strategies.
Sync CRM data with Microsoft Teams for easy sharing of leads, opportunities, and account information.
Extract insights, action items, and competitor mentions from sales call recordings.
Copilot for Sales empowers both individual sellers and sales managers by automating repetitive tasks, offering actionable insights derived from CRM and communication data, and enabling better, faster decision-making throughout the entire sales journey. It's a game-changer for modern sales teams aiming to maximize their impact.
Discover how Microsoft Copilot for Sales can integrate with your CRM and M365 tools to help your team sell more effectively. Contact WinMethods to learn more.