Microsoft Copilot for Sales is an AI assistant for sellers in Microsoft 365 that connects to sales solutions to bring next-generation AI and CRM platform updates and insights across productivity workflows.

Will Microsoft Copilot for Sales work with our Sales/CRM system?

Copilot for Sales currently works with Dynamics 365 Sales and Salesforce Sales Cloud (in scope).
It can be configured to work with other solutions also (not in scope of this implementation - additional effort required).

How does Microsoft Copilot for Sales interact with Copilot for Microsoft 365?

Copilot for Sales includes Copilot for Microsoft 365.
Customers already licensed for Copilot for Microsoft 365 can purchase Copilot for Sales as an add-on.

What does this engagement enable for us?

Collaborative design and implementation approach for Microsoft Copilot for Sales.
Enable AI capabilities across your sales team.
Improve the effectiveness of sales meetings, e-mails and routine tasks.
Leverage Sales & CRM data from within the Office suite including Word, Excel, PowerPoint, Teams, and Outlook.
Enable the personalisation and informed interactions with customers
Deployed capabilities to your sales team ready to show the product's return on investment.
Confidence in the self-management and continuous support of the product once implemented.

What does a typical Microsoft Copilot for Sales implementation from Velrada look like?

Discovery & Planning - Session to showcase Microsoft AI & Copilot capability to set the table. Workshop to understand current processes, systems, data sets, and how Copilot for Sales capabilities can transform them. Onboard Velrada consultants with access to commence implementation.
Implementation & Configuration - Agile implementation of the Copilot for Sales with your compatible incumbent CRM & Sales system. Copilot for Microsoft 365, if not already configured, will be done in a targeted manner for the Copilot for Sales mission.
Pilot, Refinement & Preparation - Perform a series of pilot activities with a small cohort to test and refine the configuration. Prepare an intranet landing page or document to help the sales team use Copilot for Sales.
Handover & Go-Live - Perform a training session with sales team. Assign licensing and access to sales team to prepare for go-live. Brief post-go-live support.

Why Velrada?

Global leaders in Dynamics 365 - including the Sales module.
Experts in Microsoft Copilot and Microsoft AI.
Industry experience in working with sales teams to understand processes, workflows, objectives.
Bring our knowledge and IP to the engagement to accelerate your adoption of Microsoft Copilot for Sales and the capabilities it yields.

Please contact Velrada for more information on this engagement and how it can be tailored for your organisation.

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