Microsoft 365 Copilot for Sales Executives

This sales-focused course teaches sales professionals how to leverage Microsoft 365 tools and Copilot to accelerate deal closure, manage customer relationships, and drive revenue growth.

Learning Objectives

By the end of this course, participants will be able to:

• Use Copilot Chat for sales strategy and proposal generation
• Create compelling sales presentations and proposals
• Analyze sales data and track performance metrics
• Manage customer communications and relationships
• Collaborate effectively with sales teams
• Optimize sales processes and follow-up activities

Course Agenda

Module 1: Microsoft 365 Copilot for Sales Success (60 minutes)

• Sales applications of Microsoft 365 Copilot
• Copilot Chat for sales research and strategy
• Hands-on Lab: Use Copilot to research prospects and create sales talking points

Module 2: PowerPoint for Sales Presentations (90 minutes)

• Creating compelling sales decks and proposals
• Using Copilot to generate persuasive content
• Hands-on Lab: Build a product demo presentation for a key prospect
• Customizing presentations for different audiences
• Hands-on Lab: Create a ROI presentation with industry-specific data

Module 3: Excel for Sales Analytics (90 minutes)

• Sales pipeline management and forecasting
• Using Copilot for sales data analysis
• Hands-on Lab: Create a sales dashboard with pipeline and performance metrics
• Territory and quota analysis
• Hands-on Lab: Build a commission calculator with automated reporting

Module 4: Word for Sales Documentation (75 minutes)

• Creating proposals, contracts, and follow-up materials
• Using Copilot for sales content generation
• Hands-on Lab: Draft a comprehensive sales proposal
• Template creation for sales processes
• Hands-on Lab: Create a series of follow-up email templates

Module 5: Teams for Sales Collaboration (75 minutes)

• Managing sales team communication and knowledge sharing
• Customer-facing Teams meetings
• Hands-on Lab: Set up a deal-focused Team workspace
• Conducting virtual sales presentations
• Hands-on Lab: Practice a customer presentation with screen sharing

Module 6: Outlook for Sales Productivity (75 minutes)

• Managing customer communications and follow-ups
• Using Copilot for personalized outreach
• Hands-on Lab: Create a prospect nurturing email sequence
• Calendar management for sales activities
• Hands-on Lab: Set up automated meeting scheduling and CRM integration

Module 7: Sales Process Integration (45 minutes)

• Creating end-to-end sales workflows
• CRM integration considerations
• Hands-on Lab: Design a complete sales cycle workflow
• Best practices for sales productivity