Businesses everywhere are prospecting how artificial intelligence (AI) can help them, gain an advantage, especially in sales. Businesses want to harness the potential of AI tools to increase revenue and provide better service to customers. Using AI helps sales teams understand what customers need and give them a personal experience, faster than before.
Many sales teams still use old systems. They spend too much time typing in data and not enough time talking to customers. Now, sales people want smart tools that use AI to help build strong relationships and close deals quickly. By cutting down on boring tasks, salespeople can spend more time on important work.
Experts say that by 2026, companies using AI will cut the time spent on finding new customers and getting ready for meetings by over 50% (read more here). Because of this, we’re want to share that Microsoft has been named a Leader in the 2024 Gartner Magic Quadrant for Sales Force Automation Platforms for the 4th year in a row.
How do Microsoft Products Help in Sales?
There are many tools in Microsoft Customer Relationship Management (CRM) family of products, that help business interact with customers, generate leads, and close deals. One of those tools is Dynamics 365 Sales. It has many features, including new and advanced AI tools, presents information clearly, so you can see which leads are important and get tips to improve your conversations with customers. Managers can also use specialized tools to spot who needs help and plan better with smart forecasts.
Copilot for Sales Teams
If were talking about AI features we need to mention Microsoft Copilot for Sales. In Dynamics 365 Sales it acts as a helpful assistant when doing daily, repetitive tasks. You can quickly get summaries of accounts and see what’s new with customers. Copilot helps you write emails and sums up long email threads, moreover it assists in getting ready for meetings by summarizing the agenda.
Sales teams often use Outlook and Teams for collaboration and reaching out to clients. That’s why Microsoft 365 Copilot for Sales brings sales insights into these apps. You can use Copilot to draft emails, set up meetings, and review past conversations. It helps you create reports and presentations easily. During calls, Copilot offers tips and answers questions. After calls, it gives you a summary and next steps in the sales process. With Microsoft Cloud, all your tools work together. Sales integrates with Teams for better communication. Your data syncs automatically between apps, so you see customer info right in Teams and Outlook. Managers use Power BI to spot trends and make reports. Power Platform lets you automate tasks and build apps to improve how you work.
