Using Copilot in Sales

Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​

See how Microsoft is improving Sales processes with Copilot – How Microsoft Commercial Sales empowers seller success with Microsoft Copilot

Read how Insight is using Copilot to respond to RFPs 50% faster – case study

Read how Sandvik Coromant hones its sales experience with Microsoft Copilot for Sales – case study

Read how Lumen is saving its sellers four hours per week – case study

Use our guidance for Sales to get inspired, empower your workforce, and realize value from your Copilot investment. Get started with Copilot for Microsoft 365, or go even further with Copilot Studio and other Copilot extensions to streamline business processes.

Download the Sales scenarios kit Watch overview Watch demo

Goals and challenges

Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​ See how Microsoft is improving Sales processes with Copilot - How Microsoft Commercial Sales empowers seller success with Microsoft Copilot Read how Insight is using Copilot to respond to RFPs 50% faster - case study Read how Sandvik Coromant hones its sales experience with Microsoft Copilot for Sales - case study Read how Lumen is saving its sellers four hours per week - case study

Transform Sales processes

Scenarios Copilot can assist with

Accelerate customer research and sales preparation (Microsoft Copilot only)Create an unsolicited proposal​Create personalized offers​Improve customer meetings​Make a customized pitch (Copilot for Sales)Make a customized pitch (Microsoft 365 Copilot)Post-sale customer insights​Quicker customer response and CRM updatesRespond to an RFPTargeted prospecting​

Microsoft Copilot opportunity to impact key functional area KPIs

Review our KPI overviews and view additional scenario details.

Close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​

Customer retention​

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.

Deal size

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.

Opportunities pursued​

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.

Sales roles

Additional downloads

Day in the life of a Sales Manager Day in the life of an Account Manager DITL: Wanthipa Senior Sales Specialist at Microsoft DITL: Adam Digital Sales Specialist at Microsoft