Copilot Processing and Proposals

Overview

The Ready-made Copilot AI Pre-sales Processing and Proposals App offers an automated solution for Pre-sales Processing and Proposals from multiple data sources. Designed for seamless integration with Microsoft 365 and Copilot, this application delivers sales presentations and proposals for sales managers and customers.

Client Benefits

• Automates the AI Pre-sales Processing and Proposals processes and creation of bespoke sales materials.

• Accesses data from multiple data sources

• Reduces manual work, errors and time for production of proposals

• Increase sales by rapid responses to requests for proposals

• Provides tracking of open and read rates by individuals.

• Updates records of proposals generated automatically

• Significantly reduces manual work process time for sales and other staff members, allowing them to focus on core responsibilities.

• Produces sales materials within minutes.

• Management graphics/ reports

Partner Benefits

• Opportunity to implement an app that builds Copilot activity and increases licensing opportunities.

• Creates avenues for offering security services related to Copilot deployment and usage.

• Provides a ready-made application for immediate customer usage, shortening time-to-value.

• Includes work process analysis and data link services to ensure optimal integration and operation.

• Comes with Copilot readiness assessment and Microsoft 365 usage assessment as part of the package.

• Additional functionality and customisation available through extra professional service days, enabling tailored solutions for clients.

Included Services

• Consulting to assess requirements and ensure readiness for Copilot and Microsoft 365.

• Development of the AI Pre-sales Processing and Proposals app tailored to client needs.

• Set-up and testing to guarantee a robust and reliable implementation.

• Monthly support services to manage and optimise the system for 12 months.

Additional Functionality

Bespoke enhancements and additional features can be delivered with extra professional service days, allowing organisations to further customise the application to suit their unique AI Pre-sales Processing and Proposals processes.

Summary

The Copilot AI Pre-sales Processing and Proposals App is a comprehensive, ready-made solution for organisations seeking to automate and improve their AI Pre-sales Processing and Proposals processes. With clear benefits for clients, partners, and staff, as well as a transparent pricing structure, this package delivers value, efficiency, and future-ready integration for Microsoft Copilot and Microsoft 365 environments.