Microsoft Copilot (Microsoft 365): Engage prospects faster with Sales Agent-enriched leads
Sales Agent, a new Copilot capability for Microsoft 365, will automatically enrich inbound leads by aggregating data from CRM, web, and third-party sources to provide sellers with comprehensive prospect summaries, reducing lead review time and improving pipeline quality. This is currently in preview and in development.
Key dates
- — preview (Feature currently in development; General Availability timeline not yet announced)
Microsoft's description
To reach their sales goals, sales teams need to constantly generate enough pipeline. They need to decide which inbound leads to engage. This decision takes a lot of time because sellers must sift through large amounts of data across tools and data sources. This data includes information from internal systems like their CRM and external resources like the web and third-party data services. Sales Agent handles the work of reviewing every available data source to create a comprehensive summary for each lead. As a seller, you can quickly decide whether to engage with a prospect or pass on them. Sales Agent reviews every lead in your queue and gathers information. It synthesizes insights that are specific to your business. At a glance, you can see if a lead is worth reaching out to and what they're interested in. Use this information to personalize your engagement with the prospect. With Sales Agent, you spend less time and get higher response rates, leading to a larger, more qualified pipeline.