Sellers often need to manage numerous long documents to understand customers’ unique requirements and deliver the personalized attention advancing deals. These documents require sellers to invest significant time reviewing and understanding them, leaving sales team less time for their customers. With the summarization capabilities provided by Copilot in Dynamics 365 Sales, sellers can now obtain pertinent details from sales documents in minutes. Sellers quickly gain insights into customer requirements, budget details, timelines, and main decision makers, enabling them to prepare for prospect meetings more effectively and engage in more informed and meaningful conversations.
Close deals faster with seller-specific document summary
Copilot in Dynamics 365 Sales can create summaries of sales documents that include insights specific to your sales team’s needs. For example, sellers can quickly get details about the issuing organization, items to be procured, deadlines and timelines for submitting a proposal, contact information and meetings with stakeholders mentioned in the document, and other important information needed to move a deal forward, such as compliance and legal considerations.
Sellers can ask Copilot to summarize sales documents stored in SharePoint or associated with any lead, contact, opportunity, and account in Dynamics 365 Sales.
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