Microsoft Copilot for Sales in Outlook

Microsoft Copilot for Sales optimizes sales processes by providing real-time insights and suggestions. Integrated with Microsoft 365 applications, it assists in email drafting, meeting planning, and CRM updates within Outlook. This collaboration enhances productivity, empowering sellers to focus on nurturing customer relationships and closing deals efficiently.

Summarise Emails in Microsoft Outlook

The Copilot-generated email summary provides context from David’s CRM system like the customer’s title, company name, details about the opportunity, and BANT insight.

CRM Connectivity

Here, you can see key sales info to catch up on deal highlighted by the impact of this email.

Draft with AI in Outlook

Draft replies and emails using AI inside outlook.