Intelligent Sales with Microsoft 365 Copilot Evaluation

What’s next for your business? Imagine what your sellers could do with more time for customers.

Many companies invested heavily in CRM systems to scale sales management, improve forecasting and enable growth. But these solutions have not delivered the value many expected as they’ve become increasingly burdensome to use and expensive to maintain.

In the era of AI, a new approach is needed, one that integrates data from across the entire customer experience and assists sellers in their flow of work with Microsoft Copilot for Sales. Clients that take this approach can now deliver value to sellers by providing account and opportunity insights, guiding next best actions, generating presentations and proposals and automating other time-consuming tasks. Now, sales teams can improve win ratios and increase their sales volumes.

Wherever you are in your journey, we've got you covered…

Regardless of your current CRM platform, we can help you to take advantage of AI and Microsoft Copilot to free your sellers to spend more time with customers and close more deals. During this two-week engagement we’ll help you understand your readiness for sales transformation and provide you with a plan on how to approach your priority initiatives for maximum value and impact.

• Align
  • Understand your vision, objectives and business goals then share an overview of Microsoft Copilot capabilities.
  • Outcome: Value assessment framework and value activation recommendations
• Assess
  • Readiness assessment and checklist creation forMicrosoft Copilot activation
  • Outcome: Readiness scorecard across platforms, content, data, organization, governance and responsible AI
• Plan
  • Design Thinking session to define a set of prioritized GenAI use cases specific to Sales and ranked by value and feasibility
  • Outcome: Prioritized use case(s) deployment roadmap
• Review
  • Present built-in Microsoft Copilot capabilities and identify opportunities for extensions and custom Copilots
  • Outcome: Success and risk mitigation plan

Ready to learn more? Whatever your goals and timeline, we can help you get started. Get in touch today to schedule a discovery call.

*Pricing subject to vary based on actual scope