Microsoft Copilot for Sales
Microsoft Copilot for Sales
Designed AI-driven tools that match B2B buyers with optimal products faster, reducing search friction and improving decision confidence
Designed AI-driven tools that match B2B buyers with optimal products faster, reducing search friction and improving decision confidence
Role
Role
Role
Product Designer
Product Designer
Product Designer
Team
Team
Team
2 PMs
6 Product Designers
2 PMs
6 Product Designers
2 PMs
6 Product Designers
Timeline
Timeline
Timeline
Jan 2025 to
May 2025
Jan 2025 to
May 2025
Jan 2025 to
May 2025
Tools
Tools
Tools
Figma, FigJam, Fluent Design System
Figma, FigJam, Fluent Design System
Figma, FigJam, Fluent Design System
Copilot for Sales
Copilot for Sales
Microsoft provides a suite of business solutions across Marketing, HR, Customer Service and Sales. Among these solutions is Copilot, an AI assistant designed to improve productivity. I worked with the Copilot for Sales team to create experiences that support the next generation of B2B buyers.
Microsoft provides a suite of business solutions across Marketing, HR, Customer Service and Sales. Among these solutions is Copilot, an AI assistant designed to improve productivity. I worked with the Copilot for Sales team to create experiences that support the next generation of B2B buyers.
Microsoft provides a suite of business solutions across Marketing, HR, Customer Service and Sales. Among these solutions is Copilot, an AI assistant designed to improve productivity. I worked with the Copilot for Sales team to create experiences that support the next generation of B2B buyers.
Currently, Copilot for Sales streamlines processes for sellers by summarizing sales calls, generating personalized emails, and automating CRM updates.
Currently, Copilot for Sales streamlines processes for sellers by summarizing sales calls, generating personalized emails, and automating CRM updates.
Currently, Copilot for Sales streamlines processes for sellers by summarizing sales calls, generating personalized emails, and automating CRM updates.
Creating a stakeholder meeting
Creating a stakeholder meeting
Creating a stakeholder meeting
Accessing stakeholder requirements from meeting recap in chat
Accessing stakeholder requirements from meeting recap in chat
Accessing stakeholder requirements from meeting recap in chat
Stakeholder requirements summarized by Copilot as searchable values
Stakeholder requirements summarized by Copilot as searchable values
Stakeholder requirements summarized by Copilot as searchable values
Exporting stakeholder requirements
Exporting stakeholder requirements
Exporting stakeholder requirements
Stakeholder requirements exported to Copilot Extension
Stakeholder requirements exported to Copilot Extension
Stakeholder requirements exported to Copilot Extension
Copilot finds product matches and organizes them as per match percentage
Copilot finds product matches and organizes them as per match percentage
Copilot finds product matches and organizes them as per match percentage
Saving products that best fit requirements
Saving products that best fit requirements
Saving products that best fit requirements
Comparing saved products
Comparing saved products
Comparing saved products
Thanks for stopping by!
Feel free to reach out to me at ssh96@cornell.edu