Enhancing Sales and Service Efficiency via Microsoft Sales Copilot

Every day, sales and service professionals are faced with technology challenges. According to Microsoft research, 35% of organizations use at least three different applications to collaborate, and 36% use four or more applications. This approach can result in a significant amount of time spent switching among these applications to find relevant information or manually completing tasks that interrupt their natural workflow and prevent them from focusing on servicing customers.

Not surprisingly, Microsoft found that 64% of salespeople feel they spend much more time using their productivity tools today compared with just 2 years ago, with more than 43% of sales professionals spending more time than they would like manually entering data into their customer relationship management (CRM) systems.

As a result, enterprises have been seeking out technologies and tools that help their sales and support teams capture and incorporate the valuable data and insights that are required to deliver excellent experiences without introducing additional complexity or friction. In many cases, they are looking to leverage the power of generative AI.

In our latest Research Brief, Enhancing Sales and Service Efficiency via Microsoft Sales Copilot, completed in partnership with Microsoft, The Futurum Group discusses Microsoft Sales Copilot, which can be applied to both sales and service roles. Sales Copilot is designed to allow the automated generation of content, the surfacing of insights, and the creation of recommended actions, all without switching applications or interrupting a typical workflow.

In this brief, you will learn:

• The benefits of using generative AI in the workplace
• How digital transformation has led to the intersection of sales and service
• Insights into how Microsoft Sales Copilot can be leveraged across sales and service functions and use cases, from traditional inside sales and support roles to frontline and field service workers
• How Sales Copilot and generative AI tools have already delivered enhanced efficiency and productivity
• How Microsoft is deploying generative AI tools and features with a commitment to responsibility, safety, and security

If you are interested in learning more, be sure to download your copy of Enhancing Sales and Service Efficiency via Microsoft Sales Copilot today.

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