Microsoft sales AI agents

Microsoft has announced two new sales AI agents that support a core function of all businesses and further break down silos across legacy systems of record.   

Sales Agent can work autonomously to turn contacts into qualified leads, set up meetings, reach out to customers and more, freeing reps to focus on closing high-margin deals. It draws on the organisation’s CRM, company data like price sheets, emails and meetings to personalise responses.  

Sales Chat helps accelerate the sales cycle, giving sales reps actionable takeaways from CRM data, pitch decks, meetings, emails, and the web so they can spend less time digging and more time selling. All it takes is a simple natural language prompt like “give me a list of deals that are at risk of falling through.”  

Microsoft also announced the Microsoft AI Accelerator for Sales, which gives participating organisations access to AI experts at Microsoft to help them migrate from legacy CRM systems and aid with seller adoption, plus fine tuning to personalise agents that meet unique business needs.  

   For product details and a look at recent customer success stories with Microsoft Copilot and Copilot Studio agents, visit the Dynamics 365 blog, Microsoft WorkLab, and Microsoft Source.   

  

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About Angus Jones

Angus started his first small business in 1989 and has since gone on to have a successful career in marketing. He realised although there were many websites for small business none was addressing the question of how to. Angus has a passion to articulate benefits that add value to customers/readers.

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