Solution Financial Services
Microsoft Copilot for Sales
Give sellers a CRM-connected copilot that preps meetings, drafts follow-ups and updates the CRM automatically from Outlook and Teams.
+25%Typical selling time recovered
AutomaticCrm updates from conversation
ReliableCurrent pipeline data
Typical outcomes for this kind of engagement. Results depend on your data and starting point.
THE CHALLENGE
Sellers spend a large share of their week on administration: preparing for meetings by reading through old email threads, writing follow-ups, and updating the CRM after the fact if at all.
- Sellers losing hours weekly to CRM administration and follow-up drafting
- Meeting preparation done by scrolling back through email threads
- Pipeline data stale and incomplete, making forecasts unreliable
OUR APPROACH
CloudGate deploys Microsoft Copilot for Sales integrated with Dynamics 365 Sales or Salesforce, so meeting preparation briefs, email drafts, call summaries and CRM updates are generated inside Outlook and Teams where sellers already work.
- Meeting preparation briefs assembled from CRM, email and prior interactions
- Email and follow-up drafting inside Outlook, grounded in account context
- Automatic call and meeting summarization with action extraction
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