Achieving Sales Success with Business Applications and AI

Cut the drudgery

- Generate email content including data from CRM and past interactions

- Summarize meetings instantly

- Simplify tasks like updating customer records while in the
flow of work

Connect the data

- Answer customer questions immediately

- Build connections with summaries of the latest interactions

- Get relevant CRM data during meetings

Crush the sale

- Keep the momentum rolling with reminders and recommendations

- Focus on high-quality leads with auto-generated opportunity reports

- Receive next-best action recommendations

Continue to improve

- Learn from real-time analysis of conversations and interactions

- Quickly search content using natural language

- Identify best practices and practical techniques

89 percent of workers with access to automation and Al-powered tools feel more fulfilled because they can spend time on work that truly matters1

What do people want from their CRM platform?

We have seen that sellers are more likely to adopt and use tools that solve their most critical challenges.

Save time 3
Be more agile 4
Automate daily tasks 5
Make information more 6

32% of seller time is
spent selling

68% is spent on non-revenue-generating activities 2

Meet customer needs in real-time

64% of customers with companies would respond faster to their changing needs 7

87% of customers increasingly expect relevant, personalized information based on their
decision journey 8

Unlock the full potential of your customer data to elevate customer experiences and meet customer demand for personalized experiences with:

Real-time insights
Contextual and relevant customer journeys

3 top skills to train

Next-generation AI is easy to use, but training can
take results to the next level. Here are three things
to focus on.

60% of business owners expect AI to drive sales growth 9

Crafting prompts: Many AI features respond to user input. Clear, specific, and detailed prompts deliver better results.
Iteration: Unlike traditional computer programs, where there is only one way to do things, AI responds to subtle changes in your approach. Trying something in several different ways can lead to a better outcome.
Double-checking content: AI is very
powerful, but it can make mistakes. Sellers should always review content for errors and ensure it’s appropriate.

Microsoft follows 6 principles of responsible Al

When you're looking to empower your sales team with Al capabilities, it's important to choose solutions that meet high standards of ethics and responsibility. Microsoft uses six principles to guide development and use of Al-enabled tools.

84% of executives believe that audit of Al models will be required within the next 1-4 years 10

1. Fairness

2. Reliability and safety

3. Privacy and security

4. Inclusiveness

5. Transparency

6. Accountability

Discover how AI helps sellers and sales leaders transform how they work.

1. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
2. Can AI Really Help You Sell?, Harvard Business Review, 2022
3. Work Trend Index | Will AI Fix Work?, Microsoft, 2023
4. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
5. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
6. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
7. “The human paradox: From customer centricity to life centricity,” Accenture, 2022
8. “Want to pull ahead of the pack? Ramp up data-driven capabilities,” Deloitte, 2022
9. How Businesses Are Using Artificial Intelligence In 2023 – Forbes Advisor
10. 2023 KPMG US AI Risk Survey Report, KPMG, 2023

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