Microsoft Sales Solutions
For years, Microsoft has been recognized for its innovative approach to sales process automation. In 2024, the company was named a leader in Gartner’s Magic Quadrant for Sales Automation Platforms for the 14th consecutive year. Two key solutions that set Microsoft apart from its competitors are Microsoft Dynamics 365 Sales and Microsoft Copilot.
Microsoft Dynamics 365 Sales
is an advanced CRM tool designed to empower sales teams by streamlining the sales process and enhancing individual productivity. Key features include:
- Effective qualification of leads and sales opportunities.
- Support for building customer relationships by providing valuable insights and recommendations that improve engagement quality.
- Intelligent forecasting, enabling the monitoring of sales team performance and helping managers identify which salespeople may need additional support.
Microsoft Copilot in Dynamics 365 Sales
is an AI-powered assistant that helps sales professionals by automating time-consuming tasks:
- Quick summaries of sales opportunities and updates on customer information enable continuous tracking and timely actions.
- Copilot updates account messages, generates responses, and provides content recommendations based on CRM data and SharePoint documents.
- It summarizes lengthy email threads and generates contextually relevant responses.
- Copilot aids in preparing for customer meetings by delivering key insights and recommendations before the conversation.
These solutions have proven effective for many companies, including:
- First West Credit Union, a financial institution based in British Columbia, which completed a full digital transformation after implementing Microsoft Dynamics 365 Sales in a record time of 11 months. Replacing their legacy CRM system with this new solution increased advisor productivity by 75% and led to a 54% rise in member discoveries in the first month of the new system’s operation.
- Alkemy, a company specializing in chemical systems, which implemented Microsoft Dynamics 365 Sales in 2019, integrating it with tools like Power Automate and SharePoint. This integration automated sales processes and customer segmentation, reducing operational burdens by 90%, improving customer service, and enhancing report generation. The company plans further growth by leveraging sales forecasting tools.
AI-Powered Solutions
An increasing number of Microsoft technologies are built on artificial intelligence. Business leaders are also increasingly investing in solutions powered by generative AI. This technology enables not only faster and more efficient customer service but, more importantly, a deeper understanding of customer needs.
However, many sales departments within organizations are still using CRM systems that require modernization. Manual data entry and the use of inefficient interfaces consume valuable time that could be better spent building relationships with customers. Proper utilization of AI technology presents an opportunity to achieve a new level of sales performance.
Automate Sales in Your Company
Microsoft tools, such as Microsoft Dynamics 365 Sales and Microsoft Copilot, are available for businesses in Poland. You can also implement these technologies in your organization.
If you would like to learn more about our offer, please contact us through the form.
