Outlook and Sales c...
 

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Outlook and Sales co-pilot

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Come back from a weeks holiday and some random thing has appeared in Outlook...

[url= https://live.staticflickr.com/65535/53211355707_71359910d6.jp g" target="_blank">https://live.staticflickr.com/65535/53211355707_71359910d6.jp g"/> [/img][/url][url= https://flic.kr/p/2p577cn ]co-pilot[/url] by [url= https://www.flickr.com/photos/brf/ ]Ben Freeman[/url], on Flickr

Although it's not following the language setting for Office..

Any idea what it is?


 
Posted : 25/09/2023 11:57 am
 beej
Posts: 4120
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It's my job to know (or to point people in the right direction).

https://cloudblogs.microsoft.com/dynamics365/it/2023/07/18/improve-sales-productivity-and-close-more-deals-with-microsoft-sales-copilot/

The following Sales Copilot capabilities are now available for preview[2]:

  • AI-generated lead and opportunity summaries to streamline your sales process and close deals faster
  • A customer meeting preparation summary view that includes auto-generated summaries of previous meetings, recent notes, highlights of issues and concerns, and CRM information
  • Real-time tips and suggested answers during Teams meetings, prompted by the customer’s mention of a competitor or brand
  • Customer email summary and follow-up, with contextual replies and actions based on Outlook emails and CRM data

I've had it for a while, although my role isn't that sales-y. Quite good for putting contacts from emails into CRM.


 
Posted : 25/09/2023 12:03 pm
footflaps reacted
Posts: 1142
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It’s Mr Clippy 2.0
This time he knows you don’t want help writing a letter, he’s using his new fangled AI to nick your job! 😄
RM.


 
Posted : 25/09/2023 12:12 pm
BB and footflaps reacted
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It’s Mr Clippy 2.0

It hasn't spoken to me yet, but I just think it's biding it's time....


 
Posted : 25/09/2023 12:19 pm
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It's a wizard button.

It automatically rewrites all your emails, taking out the salient detail and any negatives, replacing them with affirmatives and promises to ignore the laws of physics then revises the pricing down to below cost before taking a large chunk of commission and leaving you to deliver on their over commitments.


 
Posted : 25/09/2023 12:19 pm
footflaps reacted
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and leaving you to deliver on their over commitments.

Well if you're in Sales, you don't actually deliver anything, that's someone else's problem!

I spent a lot of time working with our Sales team 😉


 
Posted : 25/09/2023 12:24 pm
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Well if you’re in Sales, you don’t actually deliver anything

Oh no, delivering problems is absolutely the purpose of sales 😉


 
Posted : 25/09/2023 12:34 pm
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Any idea what it is?

French.


 
Posted : 25/09/2023 12:34 pm

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