Microsoft Copilot Training for Sales in Metro Manila, Philippines

Microsoft Copilot for Sales empowers sales professionals to streamline daily workflows, surface actionable insights, and automate repetitive tasks within familiar Microsoft 365 applications. This training equips participants with the skills to use Copilot to draft personalized customer communications, summarize meetings, update CRM records, and generate compelling proposals. By integrating Copilot into sales processes, teams can focus on relationship building and strategic selling while reducing administrative overhead.

Introduction to Microsoft Copilot for Sales

• Overview of Copilot capabilities and sales use cases
• Setting up and accessing Copilot in Microsoft 365 apps
• Understanding the Copilot interface and prompt structure
• Key benefits for sales productivity and customer engagement

Hands-on exercises

Enhancing Sales Communications with Copilot

• Drafting personalized emails and follow-ups using Copilot in Outlook
• Summarizing email threads and extracting action items
• Creating compelling proposals and presentations with Copilot in Word and PowerPoint
• Adapting tone and style for different customer segments

Hands-on exercises

Leveraging Copilot for CRM and Pipeline Management

• Integrating Copilot with Dynamics 365 and Salesforce
• Updating customer records and activities through natural language
• Generating pipeline reports and forecasts with Copilot in Excel
• Identifying at-risk deals and opportunities using AI insights

Hands-on exercises

Meeting Productivity and Collaboration with Copilot

• Preparing for meetings with Copilot-generated briefs
• Capturing meeting notes and action items in Teams
• Collaborating on sales documents and sharing insights
• Using Copilot in Teams to streamline internal coordination

Hands-on exercises

Responsible AI and Advanced Sales Scenarios

• Best practices for data privacy and ethical AI use
• Customizing Copilot responses for complex sales situations
• Analyzing customer feedback and sentiment with Copilot
• Measuring ROI and adoption of Copilot in sales teams

Hands-on exercises