Microsoft Copilot for Sales

Microsoft Copilot course for sales

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

The course duration is 70 hours that distributes between the content and the collaboration tools. Upon completion, the student will receive a certificate of completion.

The training is delivered through our Virtual Campus. With this format, you will have access to all the course materials on the platform, available 24/7 from the start date. Students will also have access to discussion forums and ongoing tutoring.

The course fee applies to the e-learning modality (100% bonus option) Face-to-face and telepresence 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 seeking to improve their efficiency and effectiveness through the use of AI- based tools .

Addressed to

Primarily aimed at sales professionals such as:

• Sales representatives who want to personalize their interactions with customers and manage their customer portfolio more efficiently.
• Sales managers looking for tools to improve team performance, analyze sales data, and automate administrative tasks.
• Marketing professionals who want to integrate AI tools to improve lead generation and personalize marketing campaigns.
• Customer service teams that seek to improve the customer experience through quick and 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

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

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

Learn about 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 the chances of closing deals.

Use Microsoft Copilot for Sales tools and features to automate and optimize follow-up, scheduling, and reporting tasks.

Create and customize action plans and email sequences for each opportunity and customer segment with Microsoft Copilot for Sales.

Evaluate the performance and progress of opportunities and the 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 paradigm of working with AI
• The advantages of AI for every job
• Prompts and natural language
• Where is Copilot available?

Module 2: Implementing Microsoft Copilot for Sales

• Installing Microsoft Copilot (by the 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

• The use of AI to improve sales communication
• AI-powered sales meeting generation
• How to use CRM data with AI
• Use of collaborative spaces
• Customizing Microsoft Copilot

Module 4: Microsoft Copilot for Sales in Outlook

• Main uses
• Connect a contact to the CRM
• Create a contact in the CRM from Copilot for sales
• Activity management from the CRM
• Using Copilot to create messages
• View and record an email summary in the 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
• Copilot collaboration spaces for sales

Module 6: Responsible Use of AI in the Sales Field

• Aspects to consider when generating content
• How to manage email summaries
• How to manage meeting follow-up with Copilot for sales
• How to manage opportunities

Module 7: The customer management process with Microsoft Copilot for sales

• The customer management lifecycle will be analyzed using Microsoft Copilot for Sales

Requirements

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

Basic Sales Knowledge: Having 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 this course. This may require a subscription or access provided by your organization.

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

Time Commitment: Availability to dedicate the necessary time to complete the course, including lessons, practical exercises, and possibly projects or assessments.

Other training modalities

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

Important*

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