AI agents are revolutionizing the workplace by performing actions autonomously for workers and, in turn, streamlining operations. Microsoft has sprinkled agents throughout its offerings to help workers across different industries, and the newest addition includes sales.
Sales Agent and Sales Chat
On Wednesday, Microsoft unveiled Sales Agent, which can help sales teams close more deals faster by researching leads, setting up meetings, reaching out to customers, and even closing sales for low-impact leads, according to Microsoft’s blog post. The agent uses the company’s CRM, company data, and Microsoft 365 data to inform its responses.
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Microsoft also launched Sales Chat which, as the name implies, is an AI-chat interface where the sales team can access all the information they need from CRM data, pitch decks, meetings, emails, the web, and more. Microsoft says this tool should help teams spend less time “digging” and more time selling.
According to Microsoft, to access the information, users can use simple conversational prompts, such as “Give me a list of deals that are at risk of falling through” or “What should I know going into tomorrow’s meeting with this customer?”
Furthermore, users can connect Sales Agent and Sales Chat to Dynamics 365 and Salesforce, two industry-leading CRMs, to close deals without accessing the CRM themselves. The agents will also integrate with Microsoft 365 Copilot Chat for a seamless experience.
Users can access the agents via public preview in Microsoft 365 Copilot and Copilot Chat starting in May.
Microsoft AI Accelerator for Sales
Microsoft also announced Microsoft AI Accelerator for Sales, a program to help customers optimize their sales operations. Microsoft describes it as “an exclusive program designed to help more customers experience a new way of working with copilot and agents, transform your sales organization, and migrate off legacy CRM vendors.”
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The program includes access to Microsoft 365 Copilot, pre-built and custom agents, Dynamics 365 Sales, and AI model fine-tuning. Perhaps the most useful tool is the ability to work with Microsoft’s AI experts to aid the transition. The program will be available for customers on April 1.
