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Location

Atlanta, USA

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Hours

Mon - Fri 9AM - 5PM

About Us

Explore how LOOK Innovative Agency is revolutionizing business operations with the Copilot Workshop for Microsoft 365. Empower your team to streamline workflows, automate tasks, enhance collaboration, and drive innovation through the power of AI.

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Copilot Workshop for Sales

Microsoft Copilot for Sales enhances productivity by automating administrative tasks, enabling sales teams to focus on building relationships and closing deals. With AI-powered insights, Copilot helps identify key leads, track customer interactions, and optimize sales strategies. Seamlessly integrated with Microsoft 365, it provides real-time data and personalized recommendations, empowering sales professionals to make smarter, faster decisions that drive revenue growth.

Overview

Microsoft Copilot significantly boosts the productivity and effectiveness of sales teams by automating routine tasks and offering AI-driven insights for smarter decision-making. Integrated seamlessly with Microsoft 365, Copilot helps sales professionals manage leads, track customer engagement, and optimize sales strategies. It enhances collaboration, ensures teams stay on top of important follow-ups, and provides real-time recommendations based on data analysis. With Copilot, sales teams can focus on closing deals faster, driving revenue growth, and staying agile in a competitive market.

Goals and Challenges

Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings.

Sales Roles

Client Relationship Management
Customer Retention Strategy
Operational Process Leadership
Remote Sales Outbound

Impact KPIs

Microsoft Copilot empowers sales teams by providing valuable insights and analytics to enhance key performance indicators (KPIs) such as sales opportunities pursued, close rates, deal size, and customer retention. By leveraging AI-driven data analysis, Copilot helps identify promising leads and optimize the sales pipeline, enabling teams to prioritize high-value opportunities. With real-time performance tracking and actionable recommendations, sales professionals can refine their strategies, improve conversion rates, and foster long-term customer relationships, ultimately driving growth and profitability.

KPI – Sales opportunities pursued
KPI – Close rate
KPI – Deal size
KPI – Customer retention
  • KPI – Sales opportunities pursued. Sales is about building relationships and pursuing opportunities. But these things take time, so anything Microsoft Copilot can do to reduce the time sales teams spend on other tasks can be used to increase customer face time and pursue more deals.  
  • KPI – Close rate. Closing a deal often requires bringing many elements together from an entire team to ensure that both the customer and seller are satisfied.
  • KPI – Deal size. Revenue achieved per sale can have many factors but the most common way to increase it would be through cross selling to include more items in the sale.
  • KPI – Customer retention. Keeping customers happy after a sale is a team effort. The efforts by the customer success team and product team to resolve any issues in a timely manner are critical. Follow up by the sales team is helpful and can lead to additional sales.