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Copilot for Sales: AI-Powered Selling That Helps Teams Win More Opportunities
Empower your sales team with automated workflows, CRM-integrated insights, and AI-generated content that speeds up every stage of the sales cycle.
360°
Visibility Across Customer Interactions
24x7
CRM-Integrated Sales Insights
1
Connected Experience Across Microsoft 365 & Dynamics 365
Boost Your Sales Approach With AI
By adopting Copilot for Sales, organisations transform their sales operations, driving significant improvements in productivity, efficiency, and revenue growth. As a trusted Microsoft partner, Exigo Tech ensures seamless adoption and customisation of Copilot for Sales, customising the AI assistant to fit your unique sales workflows, so your team can save time and focus on building relationships and closing deals.
Sales Productivity Enhancement
Automates routine tasks like drafting emails, scheduling meetings, updating CRM records, freeing sellers to focus on relationships and deals.
Personalisation of Customer Interaction
Generates personalised sales content and communications based on real customer context, not generic templates.
AI-Driven Task Simplification
Reduces manual CRM data entry through automated updates triggered by email and meeting activity.
Integrated Workflow Management
Delivers contextual recommendations and next-best actions directly inside Outlook and Teams, without switching apps.
AI-Powered Workflow Optimisation
Surfaces AI-generated insights that help sellers prioritise the right accounts and opportunities at the right time.
Core Offerings: Copilot for Sales
By adopting Copilot for Sales, organisations can transform their sales operations, driving significant improvements in productivity, efficiency, and revenue growth.
CRM-Integrated Email Assistance
›
Meeting Preparation & Follow-Up
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Automated CRM Updates
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AI-Generated Sales Content
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Next-Best-Action Recommendations
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Draft and refine sales emails directly in Outlook, automatically informed by CRM context and deal history.
Prepare for customer meetings with AI-generated briefs and automatically capture follow-up actions afterwards.
Update Dynamics 365 Sales records automatically based on email and meeting activity, reducing manual admin.
Generate personalised proposals, follow-ups, and outreach content tailored to each customer's context.
Surface contextual recommendations directly inside Outlook and Teams to guide seller priorities.
Talk to Our Experts
Business Outcomes Enabled
Faster Deal Cycles
Reduce the time between first contact and closed deal through AI-assisted workflow acceleration.
Higher Seller Productivity
Free sellers from manual CRM admin so they can focus on relationship-building and closing.
More Personalised Customer Engagement
Every customer interaction is informed by real context, not generic templates.
Improved CRM Data Quality
Automated updates mean CRM records stay accurate without relying on manual entry.
Greater Revenue Predictability
Better pipeline visibility and next-best-action guidance improve forecasting accuracy.
Faster Deal Cycles
Reduce the time between first contact and closed deal through AI-assisted workflow acceleration.
Higher Seller Productivity
Free sellers from manual CRM admin so they can focus on relationship-building and closing.
More Personalised Customer Engagement
Every customer interaction is informed by real context, not generic templates.
Improved CRM Data Quality
Automated updates mean CRM records stay accurate without relying on manual entry.
Greater Revenue Predictability
Better pipeline visibility and next-best-action guidance improve forecasting accuracy.
Ready to Give Your Sales Team an AI-Powered Edge?
Book a free sales AI assessment to see which parts of your sales cycle are the best fit for Copilot for Sales automation.
Partner Ecosystem
STORIES OF IMPACT
CASE STUDY
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Learn moreCopilot for Sales is an AI assistant that integrates with Microsoft 365 and Dynamics 365 Sales, bringing CRM insights and task automation directly into Outlook, Teams, and Word to help sellers work faster and close more deals.
Generic AI writing tools don't know your CRM data. Copilot for Sales is grounded in your actual deal history, contact records, and pipeline stage, so its suggestions are contextually relevant, not generic.
Yes. As a trusted Microsoft partner, Exigo Tech tailors Copilot for Sales to fit your unique sales workflows, ensuring the AI assistant reflects how your team actually sells.
Copilot for Sales is designed primarily around Microsoft 365 and Dynamics 365 Sales integration; if you use a different CRM, speak with our consultants about the best-fit AI approach for your specific stack.
The right choice depends on your existing CRM and productivity stack. For organisations already using Microsoft 365 and Dynamics 365, Copilot for Sales offers the deepest native integration and context-aware recommendations.
Yes. Copilot for Sales can automatically log emails, meetings, and other activity against the relevant CRM record, reducing the manual data entry burden on sales reps.
Click Book Your Free Sales AI Assessment above to arrange a no-obligation review of your sales process and CRM environment.
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