Microsoft 365 Copilot: Helpful Tips for Sales Professionals
20mGeneral2024-07-26
Authors
Garrick Chow
Senior Staff Instructor at LinkedIn Learning
Course details
See how Copilot for Microsoft 365 can transform the sales process by simplifying tasks like preparing for meetings, creating proposals, researching customer information, and more. This course provides scenario-based examples on how Copilot can assist sales teams with tedious tasks so they can focus on closing the deal.
Learning objectives
Understand the role of Copilot in sales.
Use Copilot to simplify and automate tedious tasks.
Use Copilot to accelerate customer research and sales preparation.
Learning objectives
Understand the role of Copilot in sales.
Use Copilot to simplify and automate tedious tasks.
Use Copilot to accelerate customer research and sales preparation.
Skills covered
Microsoft CopilotSales SkillsPersonal Productivity SoftwareAI Productivity ToolsSalesArtificial Intelligence for BusinessCloud ServicesCloud ComputingBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
Introduction
- Understand Copilot's role in sales
- What you should know
Use Case Examples
- Boost customer research and sales preparation
- Create a customized pitch
- Create an unsolicited proposal
- Respond to an RFP