Course Description: Microsoft Copilot for Sales

This course is taught in online mode and consists of 7 units.

The duration of the course is 7,000 hours. that is distributes between content and collaboration tools. Upon completion, students will receive a certificate of completion.

The training is carried out through our Virtual Campus. With this option, you will have access to all the educational content on the course platform and it will be accessible, from the day the course starts, 24 hours a day, every day of the week. Students will also have access to participation forums, as well as continuous tutoring.

The course fee applies to the Distance learning modality (100% bonus option) In-person and distance learning training actions can be carried out on demand.

• Access to the platform: 8 weeks
• Individualized support

Introduction

The Microsoft Copilot for Sales course is primarily aimed at sales professionals looking to improve their efficiency and effectiveness through the use of AI- based tools .

Addressed to

Mainly aimed at sales professionals such as:

• Sales representatives who want to personalize their customer interactions and manage their customer portfolio more efficiently.
• Sales managers looking for tools to improve their teams' performance, analyze sales data, and automate administrative tasks.
• Marketing professionals who want to integrate AI tools to improve lead generation and marketing campaign personalization.
• Customer service teams looking to improve customer experience through fast, personalized responses.
• IT professionals in the sales sector who need to implement and manage AI solutions to improve sales processes.

In general, the course would be designed for anyone within the sales organization who is interested in using advanced technology to improve productivity, operational efficiency and customer interaction.

Course objectives

Understand the concept of customer management and its benefits for sales.

Learn how to use Microsoft Copilot for Sales to manage your opportunities and sales funnel.

Understand the different stages of the customer lifecycle and how to apply them with Microsoft Copilot for Sales.

Identify best practices to improve customer relationships and increase closing chances.

Use Microsoft Copilot for Sales tools and features to automate and streamline tracking, scheduling, and reporting tasks.

Create and personalize action plans and email sequences for every opportunity and customer segment with Microsoft Copilot for Sales.

Evaluate the performance and progress of your opportunities and sales funnel with Microsoft Copilot for Sales dashboards and reports.

Course content

Module 1: What is Microsoft 365 Copilot?

• Microsoft 365 Copilot Overview: The Copilot System
• Employee aptitude and the AI-powered working paradigm
• The advantages of AI for every job
• Prompts and natural language
• Where is Copilot applied?

Module 2: Implementing Microsoft Copilot for Sales

• Installing Microsoft Copilot (by administrator)
• Installing the Copilot for Sales Add-in for Outlook
• Using Microsoft Sales Copilot with Teams
• Install Copilot for Sales

Module 3: How to use AI to boost sales in organizations

• Using AI to improve sales communication
• Creating AI-enhanced sales meetings
• How to use CRM data with AI
• Using collaborative spaces
• Customizing Microsoft Copilot

Module 4: Microsoft Copilot for Sales in Outlook

• Main utilities
• Connect a contact to CRM
• Create a contact in CRM from Copilot for Sales
• Managing activities from CRM
• Using Copilot to create messages
• View and log a mail summary to CRM
• View a summary of opportunities

Module 5: Microsoft Copilot for Sales in Teams

• Creating a meeting in Teams in a Sales environment
• Using the Microsoft Copilot App for Sales during a Meeting
• Generate a sales meeting summary
• Creating tasks from a sales summary
• Share a CRM record in a Teams conversation
• Viewing and updating records
• Collaboration spaces in Copilot for sales

Module 6: Using responsible AI in sales

• Aspects to take into account when generating content
• How to manage email digests
• How to manage meeting follow-ups with Copilot for sales
• How to manage opportunities

Module 7: The Customer Management Process with Microsoft Copilot for Sales

• The customer management life cycle will be analyzed using Microsoft Copilot for sales

Requirements

To participate in a Microsoft Copilot for Sales course, while specific requirements may vary by course provider or learning platform, the following would generally be expected:

Basic Sales Knowledge: Have a fundamental understanding of sales processes and strategies, although the course may be designed to suit all skill levels.

Experience with Microsoft 365: Since Microsoft Copilot integrates with Microsoft 365 tools (such as Outlook, Teams, Excel, etc.), participants should have a basic understanding of these programs.

Access to Microsoft Copilot and Related Tools: You will likely need access to Microsoft Copilot and possibly other Microsoft 365 tools to get the most out of the course. This may require a subscription or access provided by your organization.

Basic Computer and Internet Skills: Competence in using computers and navigating the Internet to access course material, participate in online sessions, and use related software.

Time Commitment: Willingness to devote the time necessary to complete the course, including lectures, practical exercises, and possibly projects or assessments.

Other training modalities

If you are interested in taking this course in other training modalities, please contact us: Email: info@nanforiberica.com , Telephone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91

Important*

* The rate of the Bonus course plus annual Microsoft 365 Copilot license It is for those users who already have the active Microsoft 365 E3 or E5 license.