Microsoft Dynamics and Copilot are a powerful combination that can make a sales team enormously more effective and efficient, while deepening their client relationships. The challenge has always been to understand how all the pieces fit together. 

To help visualise that, we’ve produced a video, highlighting how a hypothetical company, Glass Tech Masters, has been able to use these tools right across the sales process. Glass Tech Masters might be fictitious, but the scenario is not – the capabilities you’ll see below are achievable now, and can be deployed into your business incredibly quickly.

Step 1: Attracting Leads Through Social Media

In our hypothetical, Glass Tech Masters understands the importance of a strong online presence. Their website is thoughtfully designed, with clear information about their products and an easy-to-use inquiry form, making it a practical resource for anyone looking to learn more about safety glass solutions. 

To support that, Glass Tech Masters runs targeted social media marketing campaigns to draw potential clients to their website. These campaigns highlight their product range and showcase their expertise in the glass supply industry, effectively generating interest and driving traffic.

The question is then what happens when someone sees the social media, visits the website, and is now ready to explore what Glass Tech Masters has to offer further? Marketing has done its job, now it’s the sales team’s turn to step in. 

This is also where the combination of Dynamics and Copilot comes into its own. 

Step 2: Leveraging AI to Move from Lead to Qualified Opportunity

For the Glass Tech Masters’ sales team, the day starts with Microsoft Dynamics, which serves as a hub for managing sales opportunities and tracking client interactions. Using Copilot, it’s also possible for a sales exec to check the pipeline for updates and new leads.

Copilot provides a detailed view of the new lead that has come in through the website. Without leaving Dynamics, the sales team member can draft a Copilot-assisted response email, proposing a consultation to understand the lead’s needs better. 

This has all been achieved with just a few clicks and a few seconds, resulting in a potentially lucrative new client from just a few seconds’ work.

Step 3: Streamlined Communication to Follow-Up and Engage

Once the prospect responds positively to the email, it’s time to qualify the lead in Dynamics. This process involves creating records for the prospect’s account and an opportunity record, with Copilot offering a summarised view of the inquiry and requirements. This not only saves the sales team member’s time but also ensures accuracy, as Copilot provides consistent information across all related records.

As the process moves forward, it’s possible to schedule a consultation with the prospect directly through Dynamics, setting a time that works for both. The appointment syncs with each person’s Outlook calendar and is tracked in Dynamics, allowing for even greater efficiency and time saved for both parties.

Step 4 Closing the Deal: Efficient Quote Generation and Approval

After a successful consultation, Copilot allows for a rapid follow-up by generating a concise summary of the meeting, detailing all key discussion points and agreed actions. This allows the client to review and confirm the outcomes, and the sales member is able to save time by moving even more admin tasks to Copilot.

Meanwhile, Dynamics automatically populates the quote with the products discussed, and this can then be adjusted for any discount that was offered during the meeting. Once the quote is prepared, it can be moved to final approval stage.

Breaking it Down: The Four Key Benefits

For the hypothetical Glass Tech Masters, and any real company that deploys this solution right now, Copilot and Dynamics transform the sales process from beginning to end. Here are some key advantages they experience:

1. Increased Efficiency: Copilot automates many tasks, from drafting emails to summarising meetings, freeing up time for Alex to focus on engaging with clients and closing deals.
2. Enhanced Client Relationships: By simplifying communication and ensuring consistency, Copilot allows Alex to maintain professional, timely interactions that foster trust and client satisfaction.
3. Seamless Workflow Integration: With Dynamics serving as the central platform, Alex can manage everything – from tracking leads to creating quotes – in one place, reducing errors and saving time.
4. Timely Follow-Up: Copilot ensures no details are missed by providing summaries and tracking progress, enabling Alex to follow up with clients confidently and on schedule.

Interested in understanding how to implement Dynamics and Copilot into your organisation? Speak to the Wild Tech team to begin the discussion.