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Boost seller productivity with Dynamics 365 Sales Copilot

Context

  • 100+ business units and 180+ teams​
  • Ad-hoc tools for communication​
  • Diverse engagement approaches​
  • Excel-based tools for sales forecasting

Challenges

  • Inconsistent email communications​
  • Lack of personalization across customer interactions​
  • Lack of adherence to established best practices​
  • Error-prone forecasts​
  • Missed revenue opportunities

Solution

  • AI-driven email assistance ​
  • Suggested engagement activities based on history ​
  • Sequences of sales activities to guide sellers​
  • Proactive notifications  ​
  • Visual sales predictions and forecasts

Engagement coverage and highlights

  • US-based chemical manufacturer
  • Using Dynamics 365 Sales from last 5+ years
  • Global sales team of 1000+ members across regions – APAC, EMEA, & Americas

Outcome

85%
Successful adoption across sales team (As per user feedback & satisfaction surveys)
40%
Faster response time (QoQ Dynamics 365 activity log analysis)
76%
On-time activity completion (Sales team performance metrics)
>70%
Forecast precision (Compared YoY Q3 sales & revenue reports)

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