Using Copilot in Sales
Sales teams spend too much time on admin tasks and not enough time selling. This infographic outlines how Microsoft Copilot helps you stay focused on revenue-driving activities. View the infographic to see how Copilot can support every step of your sales process and contact Traction Consulting Group to discuss how to put it to work.
How does Microsoft Copilot help sales teams?
Microsoft Copilot helps sales teams by simplifying and automating various tasks such as preparing for meetings, tracking tasks, sending emails, creating proposals, and conducting customer research. This allows sellers to focus more on closing deals rather than getting bogged down by administrative work.
What impact does Copilot have on sales performance metrics?
Copilot can positively impact sales performance metrics by improving the quality of marketing content and customer interactions, which can enhance close rates and deal sizes. Additionally, it provides suggestions for cross-selling opportunities and helps in creating cohesive quotes and proposals, thereby supporting customer retention.
What roles benefit from using Copilot?
Various sales roles benefit from Microsoft Copilot, including Account Managers, Customer Success teams, Technical Sales, and Telesales. For instance, Account Managers can streamline CRM updates and meeting preparations, while Technical Sales can create customized pitches and respond to RFPs more efficiently.
Using Copilot in Sales
published by Traction Consulting Group
Often, IT providers focus on selling you a "tool" like Microsoft CRM, Salesforce, SharePoint, and others in order to facilitate customer relations and workflow within your organization. But after initial roll-out, most companies find teams lack in engagement and fail to meet the initial goals of their project.
At Traction Consulting Group, we believe there is a better way. Let us guide you to better engagement and "Get Traction."
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