Copilot For Sales: Your Ai Wingman For Smarter Selling

“I’m always chasing targets while buried in admin. It’s hard to stay focused on selling.”

Sales teams thrive on momentum – but that momentum is often stalled by manual tasks, fragmented data, and the pressure of managing multiple accounts. When time is spent updating CRMs instead of closing deals, performance suffers.

That’s where Microsoft 365 Copilot comes in – your AI wingman for faster workflows, sharper insights, and more time spent selling.

What Is Microsoft 365 Copilot?

Copilot is an AI assistant built into the Microsoft 365 apps your sales team already uses—Word, Excel, Outlook, Teams, and more. It helps automate admin, summarise conversations, and surface insights, all while keeping your data secure within your Microsoft environment.

Unlike public AI tools, Copilot is built for business – compliant, secure, and deeply integrated.

How Copilot Supports Sales Across Microsoft 365

📧 Outlook

• Draft follow-up emails and client communications
• Summarise email threads and highlight key actions
• Respond faster to internal and external requests

📊 Excel

• Analyse pipeline data and forecast performance
• Highlight stalled deals and prioritise high-value leads
• Generate reports for leadership and sales reviews

📝 Word

• Draft proposals, pitch documents, and client briefs
• Refine messaging and personalise content for prospects
• Create templates for consistent sales documentation

💬 Teams

• Summarise sales meetings and action points
• Prepare talking points for client calls
• Surface relevant documents during live conversations

📁 PowerPoint

• Build pitch decks and performance presentations
• Visualise pipeline metrics and deal progress
• Save time on formatting and design

Sales Use Case: Accelerating Deal Closure

Imagine your team is preparing for a high-stakes client pitch while managing multiple active deals. With Copilot:

	Draft personalised follow-ups and meeting invites with Copilot in Outlook
	Create a tailored proposals based on the client’s needs using Copilot in Word
	Build a compelling pitch deck with performance insights using Copilot in PowerPoint
	Summarise previous client conversations and suggests next steps using Copilot in Teams

In just a few hours, your team is aligned, prepared, and ready to close, without getting bogged down in admin.

Partnering with Enhanced

At Enhanced, we help sales teams unlock the full potential of Microsoft 365 Copilot. From quick wins to custom AI solutions, we guide your journey to smarter, more strategic selling.

Let Copilot be your wingman – so you can focus on what matters most: building relationships and closing deals.