UK - SE Pilot - Introducing Sales Copilot

Microsoft SALES COPILOT

Introducing

Start

Your daily assistant that helps you gain time, improve your data quality and increase your productivity

You face an issue and need help ?

Jérome

Cloé

Mehdi

Michelle

Thomas

Who are we?

You face an issue and need help ?

Introduction

Welcome to this innovative pilot project integrating Artificial Intelligence that will help you save time !

Transformative. You have the opportunity to be the pioneers on the exploration of this technology and to test in real conditions its great promise. Compliant. Data security has been thoroughly tested and validated. Artificial intelligence is encapsulated within familiar and robust tools, ensuring that you can safely use it. Participative. Your feedback is important and will help us improve the solution and decide to deploy it to everyone.

You face an issue and need help ?

What's next ?

Click on a step to discover how Sales Copilot can help you improve your work

Let's practice !

Discover the Use Cases

What is Sales Copilot ?

What we want to improve

My Training Path

Simplify & clarify the sales processes

50% find the selling experience non intuitive

Reduce admin time

55%of your time spent on non-selling activities

OUR SOLUTION

Today, Salespeople spend valuable time on reporting, information retrieval, and administrative tasks instead of focusing on their core responsibilities : client meetings and appointments preparation.

We want to improve...

Watch

bFO

Sales Copilot

Outlook & Teams

Help sellers connect with customers
Deliver real-time insights
Help with content creation

It Automatically captures data from Office applications into bFO, leveraging AI to :

What is SALES COPILOT

Microsoft Sales Copilot is a technology powered by Generative Artificial Intelligence and integrated with Outlook, Teams and bFO.

27 in the UK

Is Sales Copilot useful ? Do you see the value in your daily work ?

Which use cases are the most relevant for your activity ?

We need your feedback ...

What do you think about the user experience ? (language, fluidity, simplicity...)

🚀

📍

🙋🏽‍♀️

4 SPOCs

2 months

🤝

4 countries

115 users

...in order to decide together whether we scale up Sales Copilot to all Schneider's sales force or not

A pilot phase to start !

You face an issue and need help ?

How to create/update a contact in bFO via an email received inOutlook

Sales Copilot Assistant during and after Microsoft Teams meetings

How to share a contact, opportunity or account record in a Microsoft Teams conversation

How to quickly respond to an email with an assisted reply

Let's show the value of Sales Copilot with Sandeep, Maria, Ruben and Kim

Selected for the pilot phase

USE CASES

ask MY COPILOT

AlexSales representative at SE London

I have just received an email from my customer. I need to write an elaborated answer with a meeting proposal.

How to quickly respond to an email with an assisted reply

ask MY COPILOT

MariaSales representative at SE Birmingham

There's a lot of information ! I have to go to bFO to update my contact and add the new one to the database !

How to create/update in bFO a contact from an email received in Outlook

SeanSales representative at SE Liverpool

ask MY COPILOT

How to share a contact, opportunity or account in a Microsoft Teams conversation

I am talking with a colleague about a contact, I wonder how I could directly share their information to him

ask MY COPILOT

KimSales representative at SE Cambridge

I hope I will be able to lead the meeting and have all the relevant information, take notes and create the follow-up plan after

Sales Copilot Assistant during and after Microsoft Teams meetings

How to launch Sales Copilot on a meeting

On Teams

Easily share a customer's details to my colleague on a Microsoft Teams Channel conversation with only one click

Guys, Sales Copilot istruly a life changer !

Improve my customer relationship by the enhanced quality of formulations used in the email generated by AI
Have more professional reactivity, effortless

Save Time

Be more at ease at themeeting

Take notes of all the important information discussed
Do the sentiment analysis of the meeting
Create the follow-up plan

Update and create contacts in bFO without leaving Outlook

Have a clean database in bFO effortless

Let's check what Sales Copilot helped us to do

Open any email in your inbox.

On the top toolbar, click on the "Sales Copilot" add-in

On Outlook

Let's set up

bFO

On Outlook

Let's set up

On Outlook

Exercice 2

Let's practice

Draft an email reply using Sales Copilot. Describe in the prompt all what you want your email to include. And make some changes on the draft edit.

Open the e-mail Quotation DR4 - Opportunity 8457 sent by mehdi.bekhtaoui@twelve-consulting.com or michelle.duquerois@twelve-consulting.com and check the summary made by Sales Copilot.

Exercice 1

You face an issue and need help ?

On Outlook

Exercice 3

Create a new contact with the sender of the previous e-mail (Michelle Duquerois or Mehdi Bekhtaoui) but do not click on save at the end.

Let's practice

You face an issue and need help ?

On Outlook

On Teams

Let's set up

You face an issue and need help ?

Exercice 4

On Teams, share a contact or an account or an opportunity using Sales Copilot with Jerôme TALBOT or Cloé Marion Marche

Let's practice!

On Teams

You face an issue and need help ?

What's next?

Short surveys

We will send you quick surveys (4 min max) to gather your feedback and estimate the time you save.

🗓️

Your feedback is extremely important to us! We rely on you and value your input!

SPOCs Meetings

Teams Group

The SPOCs will participate exchange meetings. they will share the feedback they have collected from you in the field

You will be able to chat and exchange information on a dedicated Teams channel.

🙋🏽‍♀️

We will collect your feedback through various methods :

Email thread & relevance of the email replies
Contact update & creation on bFO
Teams information sharing from bFO
Teams transcript and live tips

We need you to test the effectiveness of Sales Copilot for the following cases

You have 2 months to test 🚀

Let's start !

Onboarding
Training
Test phase
Short survey
KPI analysis

Collect feedback
Short survey

Final pilot restitution
Rollout decision

Pilot Roadmap

&

Answers

Questions

https://forms.office.com/e/s3kEcVSKZV

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