Have you ever had to chase down meeting notes? Or had a Monday morning stressor trying to remember the action items from Friday afternoon’s conference call? Even if all that was captured somewhere, is the CRM system updated with current information so that when calls come in, everyone is informed when speaking to the client?
Copilot’s intelligent recap integrated with Sales CRM addresses these common challenges. It’s been a game-changer for our organization and can be for you, too.
Here’s what you get:
- AI-generated meeting summaries
- CRM-powered follow-up suggestions
- Personalized highlights (like “What did Kathy say?”)
- Sentiment analysis to catch tone shifts
- One-click task creation from meetings
Setup is simple—but critical. Start by enabling transcription, recording, and intelligent recap in the Teams Admin Center. Then connect your CRM (Dynamics 365 or Salesforce) and assign the right licenses. If you already have M365 Copilot, just add the Sales add-on.
Why it matters: Copilot doesn’t just automate—it contextualizes. Before a meeting, it preps client history, so you remember the key nuances before the call. During the meeting, it tracks key actions and decisions. Afterwards, it drafts emails and updates CRM. It’s like having a virtual assistant who knows your pipeline.
And with sentiment analysis, your team can understand not just what was said but how it was said. Tone matters as much as words on a call.
Final thought:
Adding Intelligent Recap with Sales is more than a software upgrade. It will transform your workflows and eliminate friction. If you’re ready to roll it out, we can help you get the licenses and set it up right.
