Copilot for Sales: A Crash Course

12x Participants | 4 hours

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Prompt: /imagine a digital pipeline made up of lights and color, creating a sense of connection

MS Copilot is a game-changer for sales professionals—but only if they know how to use it effectively. In just 4 hours, your team will be equipped to use Copilot for key sales tasks across the sales process.

Powered by AI specialists who have worked with:

Martin Talks

AI in Sales Expert

Without the right guidance, your sales team risks underutilizing these powerful tools, leading to missed opportunities and inefficiencies throughout the entire sales cycle.

Don’t let your team waste time on trial and error—this program will equip them to focus on what they do best: selling!

This programme is for you if:

  • You know Copilot is more than just a tool, but a fundamental reimagining of the sales process.

  • You want to use Copilot to optimize the sales process without losing the human touch

  • You want your sales team to be fluent with Copilot, to leapfrog the competition

What you’ll learn

In this session, we will:

  1. Demonstrate how to use Copilot for Sales-related tasks, including prospecting, lead generation, closing, and nurturing.

  2. Learn time-saving hacks and practical frameworks that can be put into use immediately.

  3. Identify and mitigate risks associated with Generative AI in sales.

  4. Discover ways to integrate Copilot into existing team workflows.

  5. Develop an action plan to advocate for Generative AI within the wider business.

Duration

4 hours

Delivery

Virtual

Participants

Up to 12

Programme breakdown

  • We’ll begin the session with introductions and set clear expectations for how participants will learn to apply AI to enhance various aspects of their sales work.

  • A broad introduction to the AI landscape, highlighting its potential applications in the sales field, including lead scoring, sales forecasting and personalized outreach.

  • Engage your team in a gap analysis to assess their current sales strategies, identify potential areas for improvement, and explore how Copilot can help them achieve more targeted and data-driven sales efforts.

  • Whether in B2C or B2B sales, learn how to use Bing as your ultimate sales research assistant. Discover industry trends, company insights, and prospect data to ensure you're targeting the right people with the right message at the right time.

  • Automating social media posts and email sequences with Copilot is easy, but mastering them is key. We’ll share sales-specific frameworks to create communications that drive engagement, whether through email, LinkedIn, or your content hub. Copilot is your shortcut to better results.

  • With powerful tools in Outlook and Teams, sales meetings have never been more efficient. From scheduling calls to managing meetings, Copilot streamlines everything you do. Plus, we’ll show you top tips for using Copilot in PowerPoint to create impactful sales presentations.

  • Keep your leads warm and engaged by integrating Copilot into your CRM. Use it to analyse data in tools like Excel, helping you identify opportunities to nurture decaying leads and maintain ongoing relationships. Copilot streamlines your nurturing process, ensuring no lead is left behind.

  • Engage in a group discussion reflecting on your experiences and collaboratively develop an action plan for fostering a culture of AI curiosity and integrating AI into their existing sales processes to achieve more qualified leads, optimized sales strategies and increased revenue.

Why Edifai

Built by a team of experienced experts, our cutting edge programmes will give your team the tools and knowledge they need to start immediately benefiting from AI.

Tailored to you and your business

Our solutions are specifically customised to you, your needs and your organisation.

Practical, useful learning

Our cohort based learning makes it simple for participants to connect with experts, develop a shared understanding, hold each other accountable and build a powerful sense of community.

Thrive together as a team

From prospecting to closing deals, Microsoft Copilot is a game-changer for sales professionals—but only if they know how to use it effectively. Without the right guidance, your sales team risks underutilizing these powerful tools, leading to missed opportunities and inefficiencies throughout the entire sales cycle.

Meet the experts

  • Martin Talks

    Subject Matter Expert

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    Martin is a highly experienced professional who helps organisations and their people innovate, change and transform

  • Joana Wang

    Facilitator

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    Joana is an experienced data expert with keen insight into how AI can be used to drive insights and improve decision-making

  • Niall McKinney

    Subject Matter Expert

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    Niall is the Chief Growth Officer at Black Crow AI, and an expert in using machine learning algorithms to optimise digital media buying.

Meet the rest of the team

The Coteam connection

Edifai is a part of the Coteam group, and uses their tried and tested methodology for creating fun, engaging and extremely impactful learning.

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