Sales professionals often spend more time preparing to sell than actually selling — drafting proposals, researching leads, writing follow-ups, summarizing emails, and generating reports. Microsoft 365 Copilot solves this by becoming a virtual sales assistant inside Outlook, Teams, Word, PowerPoint, and Excel.
This Microsoft 365 Copilot Scenarios for Sales Department hands-on 1-day workshop walks participants through actual sales scenarios and teaches them how to:
research prospects instantly,
write effective outreach messages,
summarize long email threads,
create proposals and pitch decks in minutes,
generate forecast summaries and opportunity insights,
capture meeting minutes and next steps automatically, and
streamline daily sales documentation.
By the end, participants gain a complete Copilot-driven workflow that improves response time, increases productivity, and drives faster deal velocity across the entire sales pipeline.
Training Duration: 1 Day
- Certificate Of Completion Available
- Group Private Class
- VILT Class Available
- HRD Corp SBL-Khas Claimable
This one-day workshop equips Sales professionals with practical, hands-on experience using built-in Microsoft 365 Copilot capabilities across Microsoft Word, Microsoft PowerPoint (Office Agent), Microsoft Excel (Agent Mode), Microsoft Outlook, Microsoft Teams, and Microsoft 365 Copilot Chat. Participants learn how Copilot enhances sales productivity by improving customer engagement, accelerating proposal development, streamlining account research, and improving communication quality.