Discover how to use Microsoft 365 Copilot for Sales to analyze sales reports, personalize customer interactions, and develop data-driven strategies to optimize your sales process.
Accelerate Your Sales Results with AI
In the Microsoft 365 Copilot for Sales training, you’ll learn how to harness the power of generative AI in your sales activities. Discover how to analyze sales reports, personalize customer interactions, optimize presentations, and develop data-driven sales strategies to boost your performance with Copilot in Microsoft 365.
What to expect
| Introduction (5 minutes) | We’ll begin with a brief overview of what Microsoft 365 Copilot is and how it can support your daily sales activities. |
| What is Copilot in Teams? (10 minutes) | – How does Copilot in Microsoft 365 work? – What are the possibilities of generative AI for sales? – How can you use Copilot to improve your sales process? |
| Practical demo (20 minutes) | Sales Reports: Analyze data to quickly gain insights into opportunities and trends. Presentations & Pitches: Prepare compelling presentations that enhance your sales process. Quote Comparison: Compare quotes more efficiently to secure the best deals for your clients. Customer Interactions: Use AI to personalize communication and strengthen relationships. Sales Strategies: Optimize your approach with data-driven insights from customer data and market trends. And More… |
| Tips & Tricks (10 minutes) | Discover how to make the most of Copilot with practical examples and common pitfalls to avoid. |
| Q&A (10 minutes) | Ask your questions and get direct answers from our trainers. Wrap up with a preview of additional training and tools. |
Why Join?
Whether you’re analyzing reports, preparing quotes, or engaging with clients, this training will show you how to use Microsoft Copilot for Sales to boost your productivity and improve your sales outcomes. Copilot helps you gain quick insights, personalize your offerings, and optimize your sales strategies, enabling you to close more deals and build stronger customer relationships.
What Will You Gain from This Training?
- Faster Insights: Analyze sales data to quickly identify opportunities and trends.
- More Effective Presentations: Create compelling pitches and proposals to enhance your sales process.
- Personalization: Use AI to improve customer interactions and strengthen relationships.
- Data-Driven Sales Strategies: Optimize your approaches based on AI-powered insights.
This training is ideal for
Sales professionals looking to enhance their sales process by leveraging generative AI in Microsoft 365.
