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Accelerate Sales Excellence with a Copilot-Powered AI Sales Agent: 1 Week workshop

MAQ Software

Pricing $10,000

Looking to elevate your business processes? Learn how Microsoft Copilot based agent can transform your sales process and drive efficiency.

Transform your sales operations in just one week with MAQ Software’s Agentic AI Sales Agent Workshop — an accelerated engagement that brings Microsoft Copilot’s power directly to your frontline sellers. Designed for all kind of organizations, this workshop follows the Copilot Vision & Value framework to deliver immediate business insights and automation through Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and Azure OpenAI. By the end of the week, you’ll have a customized blueprint, a business case for AI transformation, and a working Sales Agent prototype tailored to your organization’s priorities.

Empower your business
By participating in our workshop, you will resolve following challenges:

  • Inconsistent lead follow-up and engagement
  • Time lost in manual CRM data entry and updates
  • Poor adoption of sales tools due to fragmented workflows
  • Inefficient sales enablement processes
  • Lack of AI-aligned roadmap for digital transformation

Target customers
Our workshop is ideal for:

  • Digital transformation & innovation leaders
  • IT executives (CIO/CTO/CSO)
  • Sales Enablement Leaders
  • CRM & Digital Transformation Teams
  • Applications & automation technologists

Agenda:

Day 1: Kickoff & Envisioning

  • Introduction to Microsoft Copilot capabilities for Sales
  • Business value mapping aligned to sales KPIs
  • Immersive Art of the Possible sessions with Copilot demos

Day 2: Assessment & Use Case Prioritization

  • Conduct a technical readiness assessment (Microsoft 365, CRM, data availability)
  • Identify high-value Copilot use cases (e.g., opportunity follow-up, CRM enrichment)
  • Prioritize sales tasks for automation

Day 3: Sales Agent Design

  • Define agent persona, business logic, and user interaction channels
  • Design conversation flows and back-end automations
  • Align design with Microsoft Copilot Studio and Azure OpenAI capabilities

Day 4: Agent Build & Demo Preparation

  • Develop working Sales Agent prototype (Teams/Outlook/CRM integrated)
  • Populate with sample sales scenarios
  • Prepare stakeholder-ready business case and dashboards

Day 5: Roadmap & Handoff

  • Present AI transformation roadmap with milestones and ownership
  • Review business case: Expected impact on revenue, cost, and employee wellbeing
  • Deliver Sales Agent prototype walkthrough, documentation, and next steps

Deliverables:

By the end of the workshop, you will receive:

  • A comprehensive assessment of your AI readiness.
  • Insights into sales process challenges and opportunities.
  • A customized plan addressing gaps and implementing high-value use cases.
  • A prioritized list of business initiatives for Microsoft Copilot.
  • Recommendations for objectives, target results, and next steps.

Outcome:

Join our workshop and enjoy these benefits:

  • Rapid Deployment: Copilot-ready Sales Agent prototype in 1 week
  • Vision to Execution: Combines business alignment, demo-driven ideation, and roadmap creation
  • System Integration: Connects seamlessly with Microsoft 365, Dynamics 365, Teams, Outlook, and SharePoint
  • High ROI Use Cases: Mapped to revenue, cost, and productivity KPIs

Why choose MAQ Software

  • Tailored solutions: We customize our workshop to address your specific business needs and challenges.
  • Expert guidance: Our experienced consultants provide in-depth knowledge and practical insights.
  • Comprehensive coverage: From assessment to planning, our workshop covers all critical aspects of AI adoption.
  • Interactive experience: Gain hands-on experience with Microsoft Copilot Studio through engaging sessions and demonstrations.

Ready to transform your business with AI-driven solutions and stay ahead of the competition? Contact us today at customersuccess@maqsoftware.com to learn how you can schedule your workshop. Let us help you unlock the full potential of Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and Azure OpenAI.

At a glance

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