Turn conversations into conversions with AI-driven selling
Sales professionals can save time on manual tasks and focus more on building relationships and closing deals with the help of Copilot for Sales. This AI assistant brings sales insights, contextual recommendations and automation into the applications your team uses every day, including Outlook and Teams. It connects to your CRM so sellers spend less time on data entry and more time engaging with customers.
Our Copilot for Sales service helps assess readiness, integrate AI with your CRM platform such as Dynamics 365 or Salesforce, and configure sales-specific prompts and workflows. We support pilot deployments and help expand usage across teams with training, governance and dashboards to monitor adoption and data quality. After deployment your organisation has documentation and guidance to sustain AI-assisted selling practices.
Talk through your requirements and leave with a clear next-step plan.
Book a discovery call
Service Overview
Highlights
- Save 1–2 hours per seller per day on admin tasks
- Improve forecast accuracy with automated pipeline hygiene
- Faster onboarding for new sellers with role-specific guidance
- Seamless integration with Dynamics 365 and Salesforce
- Secure, governed deployment aligned with Microsoft best practice
Business Benefits
- Increase revenue through improved win rates and conversion
- Boost CRM data quality with automated updates
- Cut seller admin burden, freeing up 20–30% more selling time
- Shorten ramp-up time for new sellers by 25–40%
- Enhance customer experience with faster, more tailored interactions
Typical use cases
- Sales teams reducing time spent updating CRM records
- Account executives preparing for customer meetings with AI summaries
- Sales managers gaining clearer pipeline and forecast visibility
- New sellers onboarding faster with in-context guidance
- Organisations scaling Copilot for Sales across regional or global teams
Objectives & deliverables
What Success Looks Like
- Enable AI-assisted selling within existing sales workflows
- Reduce manual CRM effort while improving data accuracy
- Provide sellers with timely, contextual insights before and after customer interactions
- Support consistent sales practices across teams and regions
- Establish a governed foundation for scaling AI in sales
What You Get
- Readiness assessment & CRM integration
- Security & compliance baseline (DLP, labels, retention, audit)
- Pilot deployment for 50–100 users
- Role-based prompt libraries (BDR, AE, Manager, CS)
- Training packs & comms templates for adoption
- Success dashboards & adoption metrics
- Enterprise rollout runbook & scaling plan
How It Works
- Readiness & Planning - confirm licensing, assess CRM, baseline security
- Pilot Deployment - enable Copilot, connect CRM, train pilot users, track outcomes
- Scale Rollout - expand to wider teams, refine policies, optimise governance
- Operate - monthly health checks, policy updates, roadmap alignment, enablement refresh
Engagement Options
- Starter Pilot - CRM connection, 50 users, training, success review
- Scale Program - governance refinement, 250–1,000 users, adoption program
- Enterprise Rollout - multi-region, advanced security, bespoke integrations
- Operate - monthly health, prompt updates, roadmap alignment
Additional Information
Security & Compliance Notes
- Deployed with DLP, sensitivity labels, retention, and audit policies to safeguard customer data. CRM connectors configured with least-privilege access to protect sensitive fields and ensure compliance.
Common Bundles
Customers who use this service often bundle with these services
Copilot for Dynamics 365
Embed Copilot within Dynamics 365 to provide contextual summaries, predictive suggestions, and simplified data interaction across CRM and ERP workloads.
Copilot Roadmap Workshop
Facilitated workshops define Copilot priorities, align stakeholders, assess readiness, and produce a clear adoption roadmap with governance outputs.
Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.
AI Strategy & Roadmapping Workshop
Define AI strategy and delivery roadmap through a focused workshop covering use cases, platforms, governance, risks, and measurable success metrics.
Copilot for Power BI
Enable Copilot in Power BI so users ask natural language questions, generate visuals and explore governed analytics confidently.
AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.
Frequently Asked Questions
Get an expert-led assessment with a prioritised remediation backlog.
Request an assessment
