This week, Microsoft announcedtwo new sales agentsin Microsoft 365 Copilot, designed to optimize sales operations and accelerate deal closing. This includes
- THESales Agent Convert contacts into qualified leads, allowing your representatives to close the biggest deals while the agent ensures that no lead is abandoned. He can work autonomously 24 hours a day researching leads, scheduling meetings, and contacting clients. For some low-impact leads, he may even close a sale. The agent uses their CRM, company data such as price spreadsheets, and the web — along with Microsoft 365 data like emails and meetings — to personalize each response.
- THESales ChatHelps accelerate the sales cycle, from updating new accounts to preparing for client meetings. It provides sales representatives with practical insights from CRM data, pitch decks, meetings, and emails — so they can spend less time researching and more time selling. All that's needed is a simple and natural language prompt like "give me a list of businesses at risk of failure," "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 adjustable to connect to each organization's specific business data, ensuring accurate and actionable responses.
Check out all the details of the adin this publication do Microsoft Source Brazil.
