Enhancing Sales and Service Efficiency via Microsoft Sales Copilot

Enhancing Sales and Service Efficiency via Microsoft Sales Copilot

Every day, sales and service professionals are faced with technology challenges. According to Microsoft research, 35% of organizations use at least three different applications to collaborate, and 36% use four or more applications. This approach can result in a significant amount of time spent switching among these applications to find relevant information or manually completing tasks that interrupt their natural workflow and prevent them from focusing on servicing customers. 

Not surprisingly, Microsoft found that 64% of salespeople feel they spend much more time using their productivity tools today compared with just 2 years ago, with more than 43% of sales professionals spending more time than they would like manually entering data into their customer relationship management (CRM) systems.

As a result, enterprises have been seeking out technologies and tools that help their sales and support teams capture and incorporate the valuable data and insights that are required to deliver excellent experiences without introducing additional complexity or friction. In many cases, they are looking to leverage the power of generative AI.

In our latest Research Brief, Enhancing Sales and Service Efficiency via Microsoft Sales Copilot, completed in partnership with Microsoft, The Futurum Group discusses Microsoft Sales Copilot, which can be applied to both sales and service roles. Sales Copilot is designed to allow the automated generation of content, the surfacing of insights, and the creation of recommended actions, all without switching applications or interrupting a typical workflow. 

In this brief, you will learn:

  • The benefits of using generative AI in the workplace
  • How digital transformation has led to the intersection of sales and service 
  • Insights into how Microsoft Sales Copilot can be leveraged across sales and service functions and use cases, from traditional inside sales and support roles to frontline and field service workers
  • How Sales Copilot and generative AI tools have already delivered enhanced efficiency and productivity
  • How Microsoft is deploying generative AI tools and features with a commitment to responsibility, safety, and security

If you are interested in learning more, be sure to download your copy of Enhancing Sales and Service Efficiency via Microsoft Sales Copilot today.

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Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek,, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.