Sales Productivity Tool Use Cases
Examples of where we have helped sales use Microsoft 365 Copilot & OpenAI ChatGPT for increased productivity, efficiency and effectiveness.
Sales
Sales teams across New Business, Account Managers, Account Execs and even Sales Managers spend hours on admin work required to perform in their role, add value to customers and win more business. They spend lots o ftime researching prospects, preparing proposals and managing the admin tasks required by their business. Using Microsoft 365 Copilot and ChatGPT, they are able to better focus their time where they can make a difference by being better prepared, building more effective relationships and closing deals faster.
Common Use Cases Identified
- Researching and engaging with prospects.
- Proposals with value and consistency.
- Follow-ups with structure & personalisation.
- Pre and post meetings admin work.
- Sales reporting.
Customer Research
Sales teams report spending a huge amount of time researching prospects. The challenge often lies in pulling the right information, understanding the customer’s industry and linking that back to what they sell.
Approach: Focused research using Microsoft Research Agent or ChatGPT Deep Research to understand the company, people, & market. Extract relevant information and connect them to the products and messages you plan to use next using Copilot Notebook or ChatGPT Projects, tidy them in Copilot Word or Canvas.
Tools Used: Microsoft Researcher Agent / ChatGPT Deep Research, Copilot Notebook / ChatGPT Projects, Copilot Chat / ChatGPT Canvas, Copilot Word
Impact: 80% time saved on research, 60% on insights and alignment to products and services, 80% on contextualized content drafting.
Building Proposals
Proposals often start from scratch or rely on previous old versions that don’t quite fit their need. Sales find themselves with version control nightmares, outdated and often incorrect information that hurts the sales process
Approach: Take notes from meetings or discovery calls, bring them into Copilot Notebook or ChatGPT Projects, use Copilot Word or Canvas to structure the first draft using the right tone and format. The salesperson reviews, adjusts and finalises for delivery.
Tools Used: Copilot Work + Outlook, Copilot Notebook / ChatGPT Projects, Copilot Word / ChatGPT Canvas
Impact: 70% time saved on proposal drafting, 75% fewer revisions, 40% faster turnaround
Sales Reporting
Reporting is the task Sales least enjoy or do well in. It takes hours of inputting, exporting and formatting data. Teams report spending more that 25% of their total time for reporting, time talen away from customer related activities.
Approach: CRM data is exported to Copilot Excel or ChatGPT Projects. Copilot then extracts required information aligned to reporting fields, creates summaries and charts in PowerPoint or Word that highlight key changes, wins and areas to focus next. The report fields are understood up front so the workflow know what it needs from the beginning of the process.
Tools Used: Copilot Excel, Copilot Notebook / Copilot Agent, Copilot PowerPoint
Impact: 70% time saved on report creation, 80% improvement in clarity of analysis, 90% right first time metric
Creating Sales Presentations
Sales decks often take hours to build & still key information or the right way a presentation should flow to be effective. Customers need to see value and presentations need to be tailored to each requirement and create value.
Approach: Copilot Research Agent or ChatGPT Deep Research to find the relevant information, storyboard in Copilot Work/Chat or ChatGPT Canvas and develop slides with Copilot PowerPoint that link customer goals with their products.
Tools Used: Copilot Research Agent / ChatGPT Deep Research, Copilot Custom Agent / ChatGPT Custom GPT, Copilot Work / ChatGPT Canvas, Copilot PowerPoint
Impact: 70% time saved on presentation creation, 80% improvement in message clarity, 60% better visual consistency
White Space Analysis
Identifying which products and services customers need but haven’t yet taken is usually manual and inconsistent. Its where sales should plan their account activity from but takes time and varies hugely from sales person to sales person.
Approach: Export CRM data, combine it with customer research from Microsoft Research Agent or ChatGPT Deep Research in ChatGPT Projects or Copilot Notebook and map these findings against product usage. Output shows where to grow accounts.
Tools Used: Copilot Research Agent / ChatGPT Deep Research, Copilot Notebook / ChatGPT Projects, Copilot Word / Copilot Excel.
Impact: 60% time saved on research and planning, 90% increase in accuracy
Meeting Preparation & Follow Up
Sales meetings move quickly and details can get lost. Without structure, actions and commitments are easily missed. The time it takes to review emails and previous documents shared means it rarely gets done properly.
Approach: Before a meeting, Copilot Work/Chat with Outlook is used to gather account details, recent communication and documents shared such as proposals, invitations or service descriptions. After a meeting Copilot + Teams with Copilot Notebook or ChatGPT Projects is summarise what was discussed and create a clear record of agreed actions.
Tools Used: Copilot Work + Teams, Copilot Notebook/ChatGPT Projects, Copilot Work/Chat, Copilot Outlook
Impact: 80% reduction in prep time, 90% improvement in follow up accuracy (online meetings), 50% for face to face meetings.