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.
Overlay- Did you know… AI can (arrow pointing up)
Caption- Automate your meeting summaries & action items
– Draft Personalized Follow Up Email Responses
– Handle CRM Entry & Updates
Do More with lessCaption- Use Copilot to unlock the full potential of your Sales Team- More Sales. Less Time
Are You Ready to Do More with Less
Using Copilot will help your sales team do more with less and unlock their full potential. Copilot can analyze your historical data to help your team find new opportunities and prioritize deals to close. It can also draw insights from internal and external data sources to help your sales team forecast more accurately. Plus, Copilot can monitor deal progress to identify risks before they become a problem.
Getting Started with Copilot
While you can implement Copilot yourself, working with a professional can help you achieve
even greater results. Copilot works well out of the box and is already integrated with M365
applications like Word, Excel, and PowerPoint. However, for the best results, you need to
customize it to fit your unique business needs. This is where Copilot Studio comes in,
empowering you to design a personalized Copilot experience for your business.
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.
Your sales team could be closing more deals — if they had the right tools.
For many SMBs, lost time and limited resources slow sales growth.
AI changes that.
With tools like Microsoft Copilot for Sales, your team can:
– Get instant meeting summaries & action items
– Send personalized follow-up emails in seconds
– Automate CRM data entry & updates
Discover how to empower your sales team to do more with less — read our latest blog.
#SalesProductivity #SMBGrowth #SalesAutomation #MicrosoftCopilot
