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Artificial Intelligence   | Microsoft Copilot | COPILOT FOR SALES  

Artificial Intelligence   | Microsoft Copilot | Copilot for Sales

Close More Sales Deals, Faster! 

Exigo Tech helps in implementing Copilot for Sales that empowers your sales team with AI-driven insights and automation for unmatched growth

Transform How Your Sellers Work

Utilise Copilot for Sales to enhance efficiency and create personalised sales strategies with AI

Boost Your Sales Approach with AI 

CORE OFFERINGS : COPILOT FOR SALES

copilot for sales - Sales Productivity Enhancement - tab image

Sales Productivity Enhancement

Copilot for Sales is designed to significantly enhance the productivity of sales teams by automating routine and time-consuming tasks. It uses generative AI to draft personalised emails, schedule meetings, and update CRM records. By handling these repetitive tasks, Copilot for Sales allows sales professionals to focus on more strategic activities such as building relationships with clients and finalising deals. Copilot for Sales enables teams to stay organised and efficient, ultimately leading to increased productivity and better sales outcomes. 

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Personalisation of Customer Interaction

By integrating with tools like Outlook and Teams, Copilot for Sales delivers contextual recommendations and next-best actions directly within the workflow. Before meetings, it gathers and presents relevant customer information from past interactions, ensuring you are well-prepared. During calls, real-time insights and suggestions help you respond accurately and promptly to customer queries. Post-meeting, AI-generated summaries and analysis offer valuable follow-ups, highlighting key discussion points and suggested actions. This personalised approach builds stronger relationships and increases customer satisfaction.

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AI-Driven Task Simplification

Copilot for Sales simplifies complex sales tasks by providing AI-powered assistance. It helps in creating pitch decks, meeting preparation briefs, and data visualisations in PowerPoint, Word, and Excel. Its advanced AI algorithms enable sales teams to analyse large volumes of data and get actionable insights, helping in making informed decisions. By integrating with Microsoft 365 and CRM systems, Copilot for Sales streamlines data entry tasks, reducing manual efforts.

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Integrated Workflow Management

As Copilot for Sales seamlessly integrates with the tools that sales teams already use, it ensures that all sales activities are connected and synchronised. This helps sales professionals to manage their tasks without the need to switch between different applications. It brings relevant customer information, emails, and CRM data directly into Microsoft 365 apps, enabling easy access to critical insights and updates. This integration provides real-time notifications so that sales teams are always informed and can respond quickly to any changes or opportunities. 

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AI-Powered Workflow Optimisation

Copilot for Sales leverages AI to update records by capturing and editing customer and opportunity details directly within Outlook and Teams, ensuring all data syncs effortlessly to your CRM. You can create and share contact cards from your CRM as Teams contact cards, simplifying information sharing. Additionally, Copilot enables the creation of deal rooms in Teams, which automatically sync with relevant data and files from your CRM, fostering seamless collaboration and streamlined workflows.

Utilise Advanced AI Capabilities to Improve Sales Processes and Close More Sales Deals with Copilot for Sales  

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TALK TO OUR EXPERTS
Vinay Joshi
Niten Devalia

Sales Director

Vinay Joshi
Vinay Joshi
Vinay Joshi

Head of Sales – Application Services

Vinay Joshi
PARTNER ECOSYSTEM

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