Microsoft: seller copilot
9.4%as reported in the source
Rolled Microsoft 365 Copilot out across its own sales teams to cut time spent looking across "20 different tools" and to help sellers managing many accounts; compared high-usage vs low-usage sellers.
Industry: Enterprise software (B2B)
Tools named: Microsoft 365 Copilot / Copilot for Sales
Reported results (as quoted): "For one business group, Copilot is providing a 9.4% increase in revenue per seller and a 20% increase in close rates among high users of the tool. It's also increasing sales opportunities by 5% across the entire sales organization."
Note: Footnotes: 687 sellers Jan-Jun 2024 and 24,000 sellers Oct 2023-Jun 2024, high vs low users; correlational (top sellers may simply use the tool more). Same page: AI assistant on Azure.com tied to "a 21.5% increase in conversion rates".
Source
Company: Microsoft · Customer case study · https://www.microsoft.com/en-us/worklab/ai-is-already-changing-work-microsoft-included · Published Oct 2, 2024
Related use cases
- Microsoft 365 Copilot (Outlook): Summarize a long customer email thread before a call · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Outlook): Summarize an attached proposal, contract, or RFP file · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Outlook): Draft a customer follow-up email from a short prompt · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Teams): Recap a customer meeting with action items · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Teams): Ask what you missed while the customer call is still live · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Sales agent): Bring Dynamics 365 or Salesforce CRM data into Outlook and Teams · Microsoft 365 Copilot (Sales agent)
- Microsoft 365 Copilot (Sales agent): Get next-step recommendations while answering customer email · Microsoft 365 Copilot (Sales agent)
- Microsoft 365 Copilot (Sales agent): Capture insights and action items from Teams sales calls · Microsoft 365 Copilot (Sales agent)
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