Not sure where to start incorporating AI into your business? Start with Copilot for D365 Sales.
Discover how Copliot for D365 Sales offers the quickest way to translate your AI investment into business benefits.
Let’s start by acknowledging a hard truth.
Adopting AI is undoubtedly crucial for businesses that don't want to get left behind. Research by the McKinsey Global Institute on generative AI reveals that implementing this technology could result in an additional $4.4 trillion in yearly corporate profits.
Simultaneously, the market is oversaturated tools that promise lofty results. Those familiar with digital transformation know that real, impactful change requires more than flipping a switch.
This is where HSO’s AI expertise comes into play. We have leveraged our decades of experience in digital transformation, change management, and data to develop a robust, future-forward AI enablement model for our customers around the world.
Below, we offer a preview of our most valuable lessons learned so you can hit the ground running.
Why start with Copilot for D365 Sales?
Sales Copilot is one of Microsoft’s most mature AI assistants. Designed to offer both quick wins and substantial long-term gains, it offers an ideal starting point for many companies that want to shift to the next level of productivity. It integrates seamlessly with Microsoft 365 Copilot, enabling sales teams to enhance their efficiency with practical AI application, no matter if you are in the goods or services industries.
Here are some examples of how Copilot for D365 Sales can boost your productivity:
Copilot helps sales professionals manage their inboxes more effectively, freeing up time to spend in valuable engagements with customers and prospects. Copilot for D365 Sales includes the following email management functions:
Focus on what really matters
These functionalities not only save time but also allow sales teams to focus more on engaging with customers and closing deals. Microsoft's internal research has shown that sales teams using Copilot for D365 Sales save approximately 90 minutes per week, directly impacting the following KPIs:
One of the beautiful things about the Sales Copilot is that its time to value is extraordinary.
Getting started with Copilot for D365 Sales: Practical Steps
AI alone will not make your business successful. People who know how to leverage AI will.
Implementing Copilot for D365 Sales requires careful planning and execution, but at HSO we believe this goes far beyond technology. Educating your sales team and ensuring a good climate for adoption are equally important ingredients for success. Throughout the process, maintaining a good feedback loop to address issues and promote best practices is a crucial step to capturing big gains quickly.
With this in mind, we have extracted insights from Microsoft’s pilot on AI workplace deployments and developed practical steps to guide your implementation:
Start by identifying roles with repetitive tasks that AI can streamline, such as sales representatives and customer support agents. Make sure you have a critical mass of about 30 users. This generates enough data to shorten the feedback loop and single out best practices.
Before rolling out Copilot for D365 Sales for your team, define what success looks like. Establish specific, measurable objectives, such as reducing time spent on administrative tasks or improving customer engagement metrics.
Determine key team members who understand the technology and can promote its usage within the organization. They can provide training and support to their peers, spreading best practices and facilitating smoother adoption.
Use tools like the Copilot Dashboard to monitor the impact of Copilot on productivity and workflows. Collect data on time savings, task completion rates, and user satisfaction to measure success and identify areas for improvement.
Encourage a culture of continuous learning and adaptation. AI technologies evolve rapidly, and if your team stays in the loop with the latest features and best practices, you will maximize the benefits of Copilot for D365 Sales.
HSO: Driving Real-world results and continuous improvement
At HSO, we strive to be at the leading edge of the AI revolution, helping our customers determine how they can best leverage AI.
One of our clients, Bossard, provides a compelling example of the successful implementation of Copilot for D365 Sales. Facing the challenge of managing an extensive sales pipeline and improving customer interactions, they turned to HSO for a solution.
HSO helped Bossard integrate Copilot for D365 Sales into their process to automate routine tasks such as updating CRM data, preparing for meetings, and generating proposals. This allowed their sales team to focus more on strategic activities and customer relationships while slashing time spent on lead conversion and customer inquiries.
HSO also gained valuable lessons from this collaboration. We observed that clear business application, robust training, and top-down sponsorship are crucial for successful AI adoption.
We have validated these lessons with customer feedback through various AI workshops and projects, incorporating them into our AI Enablement Strategy and helping other organizations build on our clients’ successes.
What's inside: Workshop & Onboarding
The workshop series is aimed at giving your organization a jump-start with Copilot for D365 to set the stage for success and a maximum ROI. Together, HSO works with your organization to provide:
The Workshop
3
HSO leverages best practices from Microsoft and our own customers
8
Hands on training and scenario walk-through
15-30
To ensure proper adoption of your Copilot implementation
Request your Copilot for D365 Sales Workshop*
Are you ready to add your name to list of early innovators with your own Copilot implementation success story? HSO is hosting a limited number of workshops to propel a select few businesses into the lead. Get in touch with us today to start your Copilot for D365 Sales journey today.
*Promotional pricing available
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