Unpacking the New Copilot for Sales Success Kit

Microsoft Copilot

In this video, UG Expert Heidi Neuhauser reviews the new Copilot for Sales Success Kit, a valuable resource for organizations considering or implementing Copilot for Sales.

Key Takeaways

  • Overview: This kit provides guidance on how to activate, train, and deploy Copilot for Sales, making it an essential tool for those looking to enhance their sales processes.
  • What’s included: The full kit includes a deployment and enablement guide, persona and scenario library, a training guide for sales enablement, a resource guide, and a top 10 things to try handout.
  • Detailed guidance: Included within the kit is detailed guidance on onboarding employees, creating teams, engaging end users, and involving early adopters and champions. It also includes best practices for implementation, engagement, impact measurement, and extending Copilot for Sales.
  • Appeal to different personas: The “get started” section focuses on the administrative side, while the persona library helps humanize the process by showcasing a day in the life of different leaders.
  • Training and adoption resources: Additionally, the sales resource guide provides a slide with numerous links for users, making it a valuable tool for training and adoption, and a list of “top 10 things to try,” which can be rolled out to early adopters and seasoned users to gather feedback.

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