Microsoft CRM software helps you sell more by providing a centralized platform to manage customer data, track sales pipelines, and automate follow-up tasks. It personalizes customer interactions using real-time insights and streamlines daily work with AI-assisted tools (Sales Copilot) that reduce manual effort. The software also allows for quick setup and minimal training, making it easy to scale as your team and needs grow. With secure, cloud-based access from anywhere, you can respond quickly and personalize every interaction, follow leads through longer sales cycles, and keep service consistent with fewer resources.

Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals, bringing sales insights and next-generation AI into the tools you use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps. Using CRM software can significantly enhance sales performance. Studies indicate that for every dollar spent on a CRM, businesses can expect an average return on investment (ROI) of $8.71, making it one of the most profitable software investments.

Agenda:

1. The 5 screens that each sales rep. uses (Account, Contacts, Activities, Quotes, Dashboard).

2. Sell more, how about a little marketing.

3. Sales Copilot – AI to sell 30% more!

4. Sales reporting and analytics

5. Customer Service

6. Fully integrated to Microsoft Office