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Home Discover our latest blogs Discover our latest blogs All your sales data automatically in one CRM system thanks to Microsoft Sales Copilot
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Customer Engagement
2 minutes reading

All your sales data automatically in one CRM system thanks to Microsoft Sales Copilot

Yannick Noens

Yannick Noens

September 02, 2024

Employees are demanding more and more flexibility – from how they work to the systems they use. This results in information and data overload across multiple applications and collaboration and productivity tools. It is more important than ever for sales people to have both the right tools and streamlined work flows. Only then they can truly be successful.

Prevent your sales team from spending all their time in video conferences, customer meetings and discussions, or from having to sift through a huge pile of emails to get the information they need. Switching between these systems and time-consuming administrative tasks leads to frustration and takes up precious time, preventing your sales team from reaching their full potential. Get connected to your customers and allow your sales team to close deals more easily. How? By implementing Microsoft Sales Copilot. 

Collect customer data from different applications

Microsoft Sales Copilot is a recently launched platform specifically for employees with a sales role. This solution collects data from Office 365 and Microsoft Teams, allowing the sales team to optimize their work flow. This integration allows them to update your CRM system directly from productivity tools. They can also transcribe customer conversations, providing AI-generated meeting summaries and action items. This allows the sales team to focus on what matters most: the customer.

Scalable, personalization, and collaboration 

Do your sales teams have specific personalization and scalability needs? Using Microsoft Sales Copilot, Cegeka Business Solutions can personalize the platform to your preferences in such a way that it can fully meet the specific needs of the customer! This allows your sales teams to quickly and easily access key information and data. In addition, the platform enhances collaboration and communication between different teams. After all, your sales teams are not isolated but work closely together with other departments.

Data-driven work practices
Microsoft Sales Copilot gives sales teams easy access to key information and data. Your sales teams gain insight into their performance and can easily analyze this data, allowing them to make better decisions. The tagging options and suggestions provided by Sales Copilot make this easy. The clearly displayed customer status helps you get the most out of your conversations. Let your sales team easily identify trends and patterns and act on them, so that their performance is improved and they get better results.

Seal the deal
Sales Copilot allows your company to respond to different challenges and benefit from solutions across the entire sales process. Employee productivity increases and collaboration between teams improves. This solution produces an overview that ensures real progress by your sales team. All this by collecting data in the right place in one CRM system. They maintain momentum thanks to AI-powered completion suggestions and reminders designed specifically to close the deal. This also helps them make better decisions.

 

Take advantage of all the benefits of Sales Copilot
Is your company looking for a more efficient solution for your sales process? We can definitely recommend using Sales Copilot. This powerful and effective solution can address a variety of challenges and yields efficiency and productivity gains. Curious about the possibilities and what Cegeka Business Solutions can do for your organization? Then get inspired by our Techsplained video about this solution. 

We are ready to contribute ideas and explore the possibilities together with you. Want to learn more about what Microsoft Dynamics 365 can do for your organization? Visit our website for more information.

Yannick Noens

Yannick Noens

Business Development Manager, supporting organizations in becoming a connected company through Dynamics 365 & Power Platform

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