{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

Dynamics 365 and Power Apps

{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

Hello Everyone,

Today  I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot.

Let’s get’s started.

The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here’s what you need to know.

1. Purpose

During virtual Teams meetings, Copilot for Sales provides real-time assistance to sellers. It helps them overcome objections and handle competitor mentions smoothly.

The feature is triggered by the meetings transcript and offers a hands free experience.

2. Capabilties:

Meetings Analysis: Copilot for Sales analyzes the meetings transcription and identifies relevant information about companies and brands discussed.

Easy to Read Cards: It creates cards with data from CRM or Bing, showing competitives or brand information. These cards appear in the Copilot for sales panel during the meeting.

Tailored Conservations: Sellers can use these insights to tailor their pitch and enhance their sales performance.

3. Evaluation and Metrics:

The feature is evaluated through comparative analysis, human review and customer engagement metrics.

Metrics include accracy, relevance, engagement, and customer satisfaction. Click rates guage the effectiveness of real-time suggestions.

4. Limitations and Recommendations:

Suggestions may not cover all mentioned brands  and companies.

Speech transcription quality affects accuracy.

Users should verify and adust suggestions as needed.

Directly checking data sources provides more details.

Remembers to implement data privacy measures to protect customer information when using this feature.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

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