Copilot for Sales
Microsoft Copilot for Sales helps your sales team sell faster, smarter, and more personally. Directly integrated into Dynamics 365 CRM, Business Central, Outlook, and Teams, so salespeople spend less time on administration and gain more time for customers.
What is Copilot for sales?
Copilot is your AI sales assistant. He analyses customer data, emails, quotes and historical sales data and converts them into concrete insights and action points — automatically and in real time. No extra tools, no complex dashboards. Simply work smarter within the applications you're already using today.
Tangible benefits for sales employees
Less administration, more sales
Copilot automatically creates:
- Summary of customer conversations and meetings
- Focus on practical sales results
- Tailored solutions for SMEs
- Integration of CRM, Business Central, and Microsoft 365
➡️ Up to hours of time saved per salesperson
Better customer conversations
Copilot gives:
- Overview of previous interactions
- Outstanding quotes and orders
- Payment status and revenue (via Business Central)
Always prepared and more relevant in every conversation
Higher chances of success
Copilot helps with:
- Prioritizing leads and opportunities
- Suggestions for next actions
- Insights into purchasing behavior and trends
➡️ More deals, closed faster
Practical examples
from daily sales practice
Copilot supports sales staff in every step of their daily work, from preparing customer interviews to quick and correct follow-up. Thanks to smart AI suggestions, they work more efficiently, are better prepared and increase their chances of success with every opportunity.
For a sales meeting
“Summarize the entire customer history and give me points of interest for this conversation.”
For a customer interview
“Make a summary and suggest a follow-up email”
In case of an opportunity
“Based on previous purchases, which products suit this customer best?”
Why implement Copilot with BizzTrax?
Why implement Copilot with Bizztrax
- Ervaren Microsoft Dynamics partner
- Focus op praktische salesresultaten
- Oplossingen op maat van KMO's
- Integratie van CRM, Business Central en Microsoft 365
Wij zorgen ervoor dat Copilot echt gebruikt wordt en rendeert in je verkooporganisatie.
Strong in combination with Dynamics 365
& Business Central
Copilot gets its strength from integrating with:
- Dynamics 365 CRM: leads, opportuniteiten, activiteiten
- Dynamics 365 Business Central: offertes, bestellingen, facturen, marges
- Microsoft 365: Outlook, Teams, Word
- Microsoft SharePoint: Centrale opslag van salesinformatie
A complete view of your customer, from first contact to invoicing. A CRM system is very important for gaining valuable insights into the interests and needs of your prospects and customers.
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Take the step towards a smarter organization today
The right technology doesn't have to be a leap of faith. With Dynamics 365 and the Power Platform, you can build a more efficient, more connected organization step by step. At your pace. With impact where it counts.