Session

Is it Copilot for Sales or Sales Copilot? You can have both!

Sales teams today are under pressure to work smarter, not harder—and that’s where AI-driven tools like Copilot for Sales and Sales Copilot come in. But what's the difference between the two, and how do you decide which is right for your organization? In this session, we'll demystify both offerings: Copilot for Sales, seamlessly integrated into Outlook and Teams, and Sales Copilot, embedded in Dynamics 365. You'll discover how each tool enhances productivity by streamlining customer interactions, providing AI-driven insights, and automating routine tasks—whether you use one, the other, or both together. We'll explore key deployment considerations, practical use cases, and real-world tips and tricks to help you get the most out of each solution. By the end of the session, you'll have a clear roadmap for empowering your salesforce with the right AI tools to boost efficiency and drive results.

This session is fluid and revised based on the state of the technology at the time of the presentation.

Julie Yack

Julie Yack, author, trainer, globetrotter

Colorado Springs, Colorado, United States

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