Strengthen Your Sales Processes with Advanced Integration and Support

Do manual data entry and inefficient processes bog down your sales team? Microsoft Copilot for Sales transforms your Salesforce Sales Cloud (CRM) ensuring it operates at peak efficiency, backed by the latest AI technology. Long View’s team of data and AI experts guide you to propel your CRM environment with advanced Microsoft Copilot features.

The Microsoft Copilot integration includes a plan for seamless integration with continued support.

1. Prerequisites & Permissions Setup: Gain necessary administrative permissions to install the integration via Microsoft 365 and Teams admin centers and assign Microsoft Copilot for Sales licenses effectively.
2. Systematic Configuration: Seamlessly install Microsoft Copilot for Sales in Outlook and Teams and enable features like Teams meeting transcripts for enriched data capture.
3. Robust Security Management: Ensure optimal security roles and permissions for users and admins and configure Salesforce connectors and Power Platform settings to maintain data integrity and flow.
4. Advanced Integration: Tailor Microsoft Copilot to work within your specific business context and extend the capabilities by integrating it with your existing business applications for a cohesive workflow.
5. Thorough Testing: Rigorously test the setup to confirm all functionalities are performing as expected and validate the practical utility of the insights.
6. Training and Support: Provide comprehensive training sessions to maximize user adoption and proficiency, and offer ongoing support to optimize system performance.

Transform Your Sales Strategy with Microsoft Copilot for Sales

Partner with Long View to not just meet but exceed your Salesforce Sales Cloud expectations. Our step-by-step approach ensures that every phase of the integration is handled with precision—from initial setup to final validation and ongoing support. Experience a seamless transition with our expert guidance and make the most of your sales technology investment.

Contact us today to begin your journey towards a more intelligent and integrated sales environment.