This week, Microsoft announced two new sales agents in Microsoft 365 Copilot, designed to optimize sales operations and accelerate deal closures. This includes:
- O Sales Agent transforms contacts into qualified leads, enabling your representatives to close the biggest deals while the agent ensures no lead is left behind. It can work autonomously 24/7 by researching leads, scheduling meetings, and reaching out to customers. For some low-impact leads, it can even complete a sale. The agent uses your CRM, company data such as price sheets, and the web—along with Microsoft 365 data like emails and meetings—to personalize each response.
- O Sales Chat helps accelerate the sales cycle, from updating new accounts to preparing for customer meetings. It provides sales representatives with actionable insights from CRM data, pitch decks, meetings, and emails—so they can spend less time researching and more time selling. All it takes is a simple, natural language prompt like “give me a list of deals at risk of falling through,” “what should I know before tomorrow’s meeting with this client?” or “help me create a plan to close this deal.”
These agents can be accessed in Microsoft 365 Copilot and Microsoft 365 Copilot Chat, connecting to Microsoft Dynamics 365 and Salesforce. They are customizable to link to each organization’s specific business data, ensuring accurate and actionable responses.
Check out all the announcement details in this post from Microsoft Source Brazil.
