AI for Sales

Understand how AI enhances sales workflows through research, personalization, and automation. Identify opportunities and limitations of AI in a sales context—preview use cases across Microsoft Copilot.

In this chapter, you’ll learn how to turn competitive research into clear value wedges, generate confident objection responses, and adapt proposals and follow-ups to the right persona and deal stage. Finally, you’ll translate AI-generated insights into concrete sales collateral—decks, summaries, and agendas—that keep buyers aligned, reduce friction, and make your next step in the deal feel obvious.

In the final chapter, you’ll learn how to turn Microsoft Copilot Studio into a scalable sales coaching engine. You’ll build your first AI-powered sales coach, configure it with the right instructions, and teach it to analyze call transcripts for strengths, gaps, and next steps. You’ll also learn how to structure metadata, tag conversations, and refine your agent so it delivers consistent, evidence-based coaching your entire team can rely on. By the end, you’ll know how to automate high-quality feedback at scale—without losing the human touch that makes coaching effective.