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When you meet with customers in a Teams call, you can record and transcribe the meeting to get a rich summary using conversation intelligence.

Data from your CRM populates in Sales Copilot, placing customer information at your fingertips. Now with Sales Copilot, externals contacts are connected to CRM contacts automatically. In the past, you had to rely on your memory, your email history, and your CRM to get context and keep deals moving forward. You need to capture everything manually in your CRM system-not an easy task. Let’s say you have all your customer information and deal insights in Outlook and Teams chats. As a smart CRM companion, Sales Copilot makes sellers’ lives easier while enriching their CRM. Sales Copilot is a new, modern way of selling. It brings together the applications you work with daily-your CRM, Microsoft 365, and Microsoft Teams-to provide a more streamlined and AI-powered selling experience. Microsoft Sales Copilot is designed to help sellers work the way they want to without unnecessary context switching and manual data entry. The time you spend entering data into your CRM could be dedicated to other essential tasks, such as meeting with new customers and selling. For sellers, time is money and relationships are key. Videos and screenshots will be updated with the new name soon.Īs a salesperson, you spend much of your time on administrative tasks, such as entering data in your CRM system to keep it up to date. Note: Viva Sales is rebranded as Microsoft Sales Copilot in July 2023.