Optimizing Sales Processes: Integrating Copilot for Sales for renewal and Custom Salesforce Features
Hello everyone, I've been striving to implement Copilot for Sales within our sales team. However, it has come to my attention that the current opportunities we're encountering mainly involve renewals. We're exploring the possibility of integrating Copilot for Sales directly into Outlook to address this. Additionally, our Salesforce platform has customizations, including a parent-child relationship setup, which we're keen to leverage. We're seeking guidance on how to achieve this effectively. I've attached a screenshot of the opportunity creation process for reference. I've searched extensively online but haven't found relevant information. Any insights or suggestions would be greatly appreciated. Thank you!
Sales Copilot vs. Microsoft Copilot
Dear all, I'm new in the journey of A.I. knowledge and have some doubts: 1. When I buy a license of Microsoft Copilot, the Sales Copilot "feature" is included or do I need to buy two different licences/products? 2. Do I need to use Dynamics 365 or Salesforce to have the Sales Copilot? I use another CRM that have an API, is it possible to make Sales Copilot and my CRM work together? 3. If I can't integrate my CRM and the Sales Copilot, it still make sense to have it? Thank you in advance for your comments!D365 Sales Copilot ...Copilot for Sales ...whatever :)
Hey friends and esteemed colleagues, Recently came across the January '24 CSP/NCE price list and noticed that Sales Copilot isn't there. Also noticed that I can't find it for manual purchase under M365 Admin in a tenant of mine. The SKU was definitely in the December '23 price list. Can you attempt to replicate on your end and let us know your findings? Wondering if something is up. Thank you in advance.Welcome to the Viva Sales discussion space
Hi, everyone! Welcome to the Viva Sales discussion space. You can use this forum to ask your questions on Viva Sales and share your feedback with us. My colleagues and I on the Viva Sales product team will monitor the page to address questions. We also welcome any member of the community to contribute to discussions and answer questions as well. For self-help, check out the Viva Sales Documentation. Thanks!
