Extend Copilot for Sales with Custom Data and Insights from Your Own Apps
Eric Boocock, Copilot for Sales Principal Program Manager, shares how Copilot for Sales works and how to build Copilot extensions to connect with other systems for personalized experiences.
Microsoft Copilot is a powerful tool that can be enhanced for sales teams by incorporating custom data and insights from your own apps.
By leveraging the capabilities of Copilot along with your app’s unique information, you can supercharge your sales process and drive better results.
Steps to Extend Microsoft Copilot for Sales
Create enriched email summaries, customized meeting prep documents, and actionable meeting recaps to improve customer interactions. Copilot uses AI to generate insights and suggest actions based on comprehensive data, ensuring sales teams have all the necessary information at their fingertips.
- Integrate Your App Data: Connect your app to Microsoft Copilot to seamlessly import relevant data into the platform.
- Analyze Customer Interactions: Utilize Copilot’s AI capabilities to analyze customer interactions and identify patterns or trends.
- Generate Custom Insights: Develop custom insights based on the combined data from Copilot and your app to gain a deeper understanding of customer behavior.
- Personalize Sales Strategies: Use the insights generated to personalize sales strategies and tailor your approach to individual customers.
- Automate Processes: Implement automation features within Copilot to streamline sales processes and improve efficiency.
- Track Performance: Monitor the impact of your custom data and insights on sales performance to continuously optimize your strategies.
Benefits of Extending Microsoft Copilot for Sales
Create custom AI experiences using Copilot Studio with zero code. By adding Copilot extensions, users can connect to external data sources and build tailored AI skills.
- Enhanced Customer Understanding: By combining data from multiple sources, you can gain a comprehensive view of your customers.
- Improved Sales Efficiency: Automation and personalized insights enable sales teams to work more efficiently and effectively.
- Increased Revenue: Targeted sales strategies based on custom data can lead to higher conversion rates and increased revenue.
- Competitive Advantage: Leveraging custom insights gives your sales team a competitive edge in the market.
By extending Microsoft Copilot for Sales with custom data and insights from your own apps, you can transform your sales process and drive better outcomes for your business. Embrace the power of data-driven decision-making to unlock new opportunities and propel your sales efforts to new heights.
