Launch Copilot-Powered Sales Efficiency in Just 3 Weeks
Copilot for Sales is an AI powered application built into Dynamics 365 to boost efficiency, lighten workloads, and save time. Focus on what you do best – building relationships with prospects – while Copilot handles the busy work. With the Copilot for Sales Quick Start from Stoneridge, unlock powerful tools already included in your Dynamics 365 Sales licensing!
- Automate Data Collection: Copilot minimizes manual data entry, freeing your sellers from tedious tasks.
- Focus on What Matters: More time building relationships and closing deals—less time typing.
- Gain Actionable Insights: Access accurate data and robust pipeline metrics for deeper sales insights.
Schedule Your Quick Start Now!
With Copilot for Sales, your team spends more time selling and less time on admin work!
What’s Included in Your Quick Start Package:
Copilot Readiness Assessment
- Review and understand your sales organization and processes
- Identify current state of KPIs and gaps
- Step-by-step setup guide of Copilot in Microsoft Outlook and Teams
Custom Sales and Admin Training
- Hands-on Copilot training for Outlook, Teams, and Dynamics 365 for Sales
- Copilot prompt guide
- Troubleshooting and hypercare
How Copilot for Sales Works
Automated Data Capture and Updates from Outlook
Copilot for Sales seamlessly integrates with Outlook to capture new contacts, leads, and CRM data. This feature eliminates tedious manual data entry, allowing your sales team to focus on what they need to do – sell.
AI-Powered Insights for Dynamics 365 Sales
Leverage the power of AI to gain real-time insights into your key sales opportunities, competitor activities, and product performance. This feature ensures your team is always a step ahead, making data-driven decisions effortlessly.
Enhanced Collaboration in Microsoft Teams
Streamline your sales process with Deal Room and meeting summarization features in Microsoft Teams. Post updates to your timeline, automate task entry, and keep everyone on the same page with easy access to critical sales information.
Get started with Copilot Quick Start today!
*Users must have Dynamics 365 Sales Enterprise or higher license, with all appropriate user roles and permissions
Contact Stoneridge today to determine eligibility for special funding promotions!