Copilot for Sales: 4-Week Implementation

With Microsoft Copilot for Sales, RSM will enable your organization to stay productive while leveraging this solution to update your customer relationship management (CRM) systems without time-consuming manual data entry. Copilot for Sales is a seller experience application that syncs with customer CRM systems and enables sellers to use Microsoft 365 and Microsoft Teams to automatically capture customer engagement data, all in the flow of work. As sellers work in their productivity applications, they can tag contacts as customers and enrich a customer record with all the relevant information. Copilot for Sales delivers real-time business context from a seller’s CRM system in Microsoft Outlook and Teams to reduce time spent searching for relevant information. It keeps sales teams easily connected and deals moving forward by facilitating knowledge sharing and efficient collaboration. It also augments a seller’s actions and decisions with AI-powered insights to improve customer engagements.

As a qualified provider and established Microsoft partner, RSM can implement Copilot for Sales solutions and make a difference in a successful Microsoft 365 environment.

Agenda:

· Discovery

· Content training

· Plan Intranet homepage

· Environment configuration

· Content curation

· Communication plan

· Go live

· Document

RSM works hard to understand your specific technology needs and provides the services to help you develop a customized, cost-effective solution.

*Pricing will vary based on scope and available Microsoft funding.

*Duration will vary based on scope.