A productive salesperson typically spends about 25% of their time on administrative tasks. This translates to roughly 40 hours a month on non-revenue-generating activities, such as writing emails, researching prospects, following up, and entering data into a CRM. What if your sales team could slash that time to a fraction with the power of AI, allowing them to focus on closing more deals? What impact would that have on your business?
Here are 3 key ways your IT provider can help you unleash this superpower using Microsoft Copilot.
1. Automated Meeting Summaries and Action Items
Instead of scrambling to take notes during a Team's call, a salesperson can leverage Copilot to capture every important detail. Copilot listens to meetings, summarizes key points, highlights commitments, and extracts action items. Sales reps can get an instant summary sent to their CRM or inbox, ensuring follow-ups are timely and consistent.
2. Draft Personalized Follow-up Email Responses
Following up after a meeting is effortless with Copilot. It can draft professional, personalized messages that align with the customer's interactions and sentiment during the call. All the salesperson needs to do is review, edit if needed, and send.
3. CRM Data Entry and Updates
Copilot can capture relevant data from meetings, emails, and chats, then use that information to update prospect and customer records in your CRM tool, like D365. This eliminates the need for manual data entry, freeing up valuable time.
About ICIT
At ICIT, we are a Managed Service Provider dedicated to transforming businesses across diverse sectors through technology. We specialize in automating and integrating your tech solutions to fuel growth. Our partnerships with industry leaders like Microsoft, Odoo, and Oracle ensure we deliver the best for your IT infrastructure, making IT work so your business can win.
