AI is the Future of Sales

Selling nowadays is a complicated job because salespeople waste too much time on paperwork. Keeping the CRM system up to date is a constant struggle but, fortunately, Microsoft is addressing these problems with AI through key tools like Microsoft 365 Copilot and Sales Copilot.

Microsoft’s AI Framework

Microsoft’s AI system has several layers, with Azure OpenAI Service being the foundation that provides powerful AI models (LLMs). Above this is the Microsoft Graph, which securely links your work data, including emails, chats, and documents. Microsoft 365 Copilot uses these links to provide intelligent assistance based on your data.

Sales Copilot is a specialized tool for salespeople (formerly called Viva Sales) that works directly within Microsoft 365 apps: Outlook, Teams, and Word. Sales Copilot connects directly to your CRM and is compatible with Dynamics 365 and Salesforce systems.

M365 Copilot: Productivity for Everyone

M365 Copilot increases overall office productivity.

With Outlook, you can quickly compose emails and summarize long conversation threads. Teams offers real-time meeting analytics and tracks pending tasks. In addition, Documents allow users to quickly create proposals and presentations from existing data.

Sales Copilot: Specialized Sales Power

Sales Copilot is the AI assistant specialized for salespeople. It keeps your CRM accurate and provides instant information.

• Prep and Follow-up: Instantly summarizes opportunities before calls. After the call, draft follow-up emails with the key details of the meeting.
• CRM Automation: Automatically tag and update CRM records from emails. This eliminates manual data entry and saves hours of work.
• Personalization: Develop highly contextualized communication strategies using customer data.

Proactive BDA: Combining Technology and Talent

Proactive BDA integrates automation with AI and human support. We use technology to reduce repetitive tasks and combine this with external Virtual Assistants. These virtual assistants handle administrative work and lead quality, thus frees up your sales reps for high-value closing activities. Our system increases sales efficiency and rapidly drives revenue growth.

The Proactive BDA methodology delivers a focused, results-oriented sales solution, helping your team sell much faster and better.

If you don’t keep up, you will simply be left behind. 
Act. Call us.