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Everything You Need to Know About Microsoft Sales Copilot in 2024

Microsoft Sales Copilot is one of the best Sales automation and a complete CRM tool out there. Here's a glance of its most powerful features!
Exploring Microsoft Sales Copilot - All You Need to Know in 2024 | Is Sales Copilot Worth it? | Is sales Copilot best Sales automation and CRM tool

Are you looking for a modern way of selling that brings together any customer relationship management (CRM) system, Microsoft 365, and Teams? If so, you may want to check out Microsoft Sales Copilot, a new seller experience application that was launched in 2022.

Microsoft Sales Copilot is designed to make sellers’ lives easier by enriching their CRM with customer engagement data from Microsoft 365 and Teams and leveraging artificial intelligence (AI) to provide personalized recommendations and insights. This helps sellers more seamlessly personalize their customer engagements and close deals faster.

In this blog post, we will explore how this powerful sales automation and CRM tool has evolved according to today’s standards, what its advanced features are, how it supports customization and collaboration, and how it improves user experience and technical support. 

By the end of this post, you will have a better understanding of how Microsoft Viva Sales can transform your sales process and boost your productivity. Wait! What is Microsoft Viva Sales?

The Evolution of Microsoft Sales Copilot

Microsoft Sales Copilot was initially named Viva Sales, but it was renamed to Sales Copilot in July 2023 to reflect its role as a smart CRM companion | Is it Microsoft Sales Copilot or Microsoft Viva Sales? | Is it Microsoft Viva Sales or Microsoft Sales Copilot? | Did Microsoft Viva Sales Changed into Microsoft Sales Copilot

Microsoft Sales Copilot was introduced in June 2022 as the first Microsoft Viva application designed to improve the employee experience for a specific role – sellers. It was initially named Viva Sales, but it was renamed to Sales Copilot in July 2023 to reflect its role as a smart CRM companion.

Since its launch, Microsoft Sales Copilot has added several new features to enhance its functionality and compatibility with different CRM systems. Some of the notable features are

  • Auto sign-in for Dynamics 365 users: Users who have Dynamics 365 Sales as their CRM system can now sign in to Microsoft Sales Copilot automatically without entering their credentials. This saves time and hassle for sellers who need to access their CRM data quickly and easily.
  • Server-side sync: Users who have Salesforce as their CRM system can now sync their data with Microsoft Sales Copilot without installing any client-side software. This simplifies the setup process and ensures data consistency across both platforms.
  • Email truncation for Salesforce: Users who have Salesforce as their CRM system can now choose to truncate long emails when saving them to their CRM records. This helps reduce clutter and improve the readability of email conversations.

These features demonstrate how Microsoft Sales Copilot has evolved to meet the needs of different CRM users and provide a more streamlined and efficient selling experience.

Advanced Features in Microsoft Sales Copilot

Microsoft Sales Copilot Advanced features include:

Microsoft Sales Copilot is not just a simple CRM connector. It also offers advanced features that leverage AI to empower sales teams with real-time sales tips, tone selection for emails, and expanded language support. Let’s take a closer look at each of these features:

  • Real-time sales tips: It provides sellers with real-time sales tips during Microsoft Teams meetings prompted by competitor or brand mentions by customers. For example, if a customer mentions a competitor’s product, Microsoft Sales Copilot will suggest a relevant value proposition or objection-handling technique to help the seller win the deal.
  • Tone selection for emails: The sales automation tool helps sellers create contextual emails about their products, customers, and specific opportunities using data from their CRM and Microsoft 365 Graph. It also allows sellers to choose the tone of their emails, such as formal, casual, or friendly, to match the customer’s preference and relationship level.
  • Expanded language support: Microsoft Sales Copilot supports multiple languages for its features, such as English, French, German, Spanish, Portuguese, Italian, Japanese, and Chinese. This enables sellers to communicate with their customers in their preferred language and avoid any misunderstandings or cultural barriers.

These features show how Microsoft Sales Copilot uses AI to help sellers be more connected with their customers and deliver more personalized and effective customer interactions.

Customization and Collaboration

How you can use Microsoft Sales copilot for collaboration?

Microsoft Sales Copilot is not a one-size-fits-all solution. It recognizes that different sales processes require different solutions, and that’s why it supports customization and collaboration for its users. Here are some ways that it enables users to tailor their sales experience and work with their teams:

  • Support for custom record types in Teams: Users who have custom record types in their CRM system, such as custom objects in Salesforce, and can now access and update them in Microsoft Teams using Microsoft Sales Copilot. This allows users to manage their unique sales data and workflows within their collaboration environment.
  • Importance of tailored solutions for diverse sales processes: Users who have complex or diverse sales processes can benefit from this tool’s ability to provide tailored solutions for their specific needs. For example, users who sell to multiple industries or regions can use Microsoft Sales Copilot to segment their customers and provide relevant content and offers for each segment.
  • Collaboration with sales teams and managers: Users who work in sales teams or have sales managers can use it to collaborate and communicate with their peers and supervisors. For example, users can share their sales insights and best practices with their team members or get feedback and coaching from their managers using Microsoft Sales Copilot’s features in Microsoft Teams.

These examples illustrate how this sales automation tool supports customization and collaboration for its users and how it helps them adapt to their specific sales scenarios and work better with their sales teams and managers.

User Experience and Technical Support

How you can improve user experience using sales copilot

Microsoft Sales Copilot is not only a powerful and versatile tool but also a user-friendly and reliable one. It strives to provide a positive user experience and technical support for its users, and it does so by offering the following features:

  • Improved technical support: Users who encounter any issues or have any questions about the sales automation tool can access improved technical support and diagnostic data access. This means that users can get faster and more accurate solutions to their problems and that Microsoft can monitor and improve the performance and quality of Microsoft Sales Copilot.
  • Insights on user satisfaction and productivity: Users who use this powerful CRM tool can also get insights on their user satisfaction and productivity. This means that users can measure and improve their sales performance and happiness and that Microsoft can collect and analyze user feedback and behavior to enhance Microsoft Sales Copilot’s features and functionality.

These features demonstrate how this powerful CRM tool improves user experience and technical support for its users and how it ensures that users are satisfied and productive with their sales process.

Conclusion

Microsoft Sales Copilot is the best Sales Automation Tool and best CRM tool

Microsoft Sales Copilot or Viva Sales is a transformative tool that brings together any CRM system, Microsoft 365, and Teams to provide a streamlined and AI-powered selling experience. It has evolved to offer new features that enhance its functionality and compatibility with different CRM systems. It also offers advanced features that leverage AI to empower sales teams with real-time sales tips, tone selection for emails, and expanded language support. 

Moreover,  this powerful sales automation and CRM tool supports customization and collaboration for its users, allowing them to tailor their sales experience and work with their sales teams and managers. Finally, it improves user experience and technical support for its users, ensuring that they are satisfied and productive with their sales process.

If you are interested in exploring Microsoft Sales Copilot for your own sales team, you can start using it for free by signing up here. You can also get the full Microsoft Sales Copilot experience with Dynamics 365 Sales, which offers more features and benefits for your sales process. Learn more about Dynamics 365 Sales here.

Don’t miss this opportunity to transform your sales process and boost your productivity with Microsoft Sales Copilot. Try it today and see the difference for yourself!

FAQs About Microsoft Sales Copilot

Sales Copilot is an AI assistant that helps sellers increase productivity and personalize customer interactions. It connects to CRM systems like Salesforce or Dynamics 365 Sales, and integrates with Microsoft 365 apps like Outlook and Teams. Sales Copilot can:

  • Generate summaries and reports from CRM data
  • Create contextual emails using Microsoft 365 Graph
  • Prepare for meetings with customer overviews and updates
  • Provide real-time call insights and next steps during Teams meetings

Sales Copilot is designed to work “out of the box” with any CRM system and boost sales performance throughout the entire sales journey.

Here are the steps to enable Microsoft Sales Copilot, an AI assistant that helps sellers boost productivity, personalize customer interactions, and automate tasks in their app of choice:

  • To enable Sales Copilot, you need to have a Microsoft 365 for Enterprise or Office 365 for Enterprise product license and a CRM system like Salesforce or Dynamics 365 Sales.
  • You can access Sales Copilot in Microsoft 365 apps like Outlook and Teams, where you can connect your CRM account and start using the features.
  • To install Sales Copilot for Outlook, you can either get the add-in from Microsoft AppSource or from the Office Store within Outlook. After installing the add-in, you can open Sales Copilot and sign in to your CRM system to start using it.
  • To install Sales Copilot for Teams, you need to create a policy in the Teams admin center to automatically install and pin the Sales Copilot app in Teams. After installing the app, you can open Sales Copilot and sign in to your CRM system to start using it.

Microsoft Copilot is an AI-powered productivity tool that helps you work smarter, be more creative, and stay connected to the people and things in your life. It works everywhere you do and intelligently adapts to your needs. You can chat with Copilot and get personalized answers, suggestions, and insights from large language models and your organization’s data. You can also access Copilot in Microsoft 365 apps like Word, Outlook, Teams, and more, where it can assist you with various tasks and scenarios.

Sales Copilot is not free, but it offers a 30-day free trial for up to 25 users. To use Sales Copilot, you need a Microsoft 365 for Enterprise or Office 365 for Enterprise product license and a CRM system like Salesforce or Dynamics 365 Sales. 

You can buy Sales Copilot as an add-on for $40 per user per month or get it included with Dynamics 365 Sales Enterprise and Sales Premium packages.

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