Microsoft Copilot for Sales
ROLE
Product Designer
TEAM
TIMELINE
TOOLS
Figma, FigJam, Fluent Design System
What is 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. Currently, Copilot for Sales streamlines processes for sellers by summarizing sales calls, generating personalized emails, and automating CRM updates.
I worked with the Copilot for Sales team to create experiences that support the next generation of B2B buyers.
Expectations from sales experiences are changing…
Getting to know Gen-Z B2B buyers
Understanding the procurement process
What is 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 and streamline processes. I worked with the Copilot for Sales team to create experiences that support the next generation of B2B buyers.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams. It supports tasks such as summarizing sales calls, generating personalized emails, and automating CRM updates.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams. It supports tasks such as summarizing sales calls, generating personalized emails, and automating CRM updates.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams. It supports tasks such as summarizing sales calls, generating personalized emails, and automating CRM updates.
Currently, Copilot for Sales is an AI-powered tool that enhances sales professionals' productivity by bringing CRM data and sales insights into Microsoft 365 applications like Outlook and Teams. It supports tasks such as summarizing sales calls, generating personalized emails, and automating CRM updates.