Copilot isn't magic–unless you Get It Right

You’ve got the licenses. But sellers are confused, adoption is stalling, and the CRM still feels like work.
Most AI rollouts fail because they’re treated like tech projects.

We fix that by guaranteeing outcomes—not effort.

Who It Helps (and How)

 Sales Managers

Finally, real visibility—without micromanaging.
  • Cleaner, real-time CRM data
  • Insights that help coach—not babysit
  • Playbooks that scale what your top performers do best.

End-Users

We give you back a day a week—without making you "do more CRM."
  • Automatic meeting recaps
  • Effortless follow-ups
  • Smart summaries, next steps, and opportunity insights
  • Zero hunting through CRM data

Sales Ops & Enablement

Drive adoption without disruption.
  • Prebuilt Copilot playbooks
  • Dialogue Copilot + Custom Agents
  • Zero guessing—just measurable impact
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How We Do It

30-Day Copilot Adoption Sprint

Get Copilot for Sales Right

  • Fix CRM friction

  • Automate key sales tasks

  • Outcome: Give sellers back a day a week

  • Deliverable: Effectiveness Blueprint

  • Guaranteed 15% reduction in manual CRM entry in 30 days—or 25% refund

90-Day Revenue Impact Sprint

Deploy Copilot Agents & Playbooks

  • Focus on a key metric (e.g., win rate, pipeline velocity)

  • Launch Dialogue Copilot and intelligent workflows

  • Outcome: Move from efficiency to effectiveness

Ongoing Revenue Optimization

Revenue Pulse

  • Ongoing agent management + playbook tuning

  • Quarterly sprints and insights

  • Outcome: Systematic revenue growth—guaranteed

Copilot for Sales — 10 stand-out capabilities* 

Capabilites

What it does

Why it's loved

1. AI-drafted, CRM-aware email & meeting invites

Suggests subject lines, talking points, and next steps in Outlook based on account data and Microsoft Graph. 

Cuts writing time and keeps every touch fully personalized.

2. One-click summaries of threads & Teams meetings

Instantly condenses long email chains or recordings, then saves the recap to Dynamics 365 or Salesforce. 

Reps get the “need-to-know” in seconds and CRM stays current without manual notes.

3. Generative content creation across Word, PowerPoint & Excel

Builds pitch decks, meeting-prep briefs, and data visuals from plain-language prompts. 

Turns rough ideas into polished collateral without pinging Marketing.

4. Smart meeting-prep cards & Word reports

Pulls recent emails, opportunity history, and news into a ready-to-share brief. 

Walk into every call knowing the org chart, hot topics, and possible objections.

5. Real-time sales tips & Q&A during Teams calls

Surfaces product info, competitor intel, and suggested answers while you talk. 

Helps newer reps sound like veterans and keeps seasoned sellers razor-sharp.

6. Post-call conversation intelligence

Highlights keywords, sentiment, competitor mentions, KPIs, and auto-creates follow-up tasks.

Ensures nothing slips through the cracks and feeds coaching insights to managers.

7. Zero-click CRM updates from Outlook & Teams

Detects new contacts, dates, and deal details and writes them back to CRM for you. 

Eliminates the #1 seller complaint: data entry.

8. Shareable contact & opportunity cards

Drop rich CRM cards into Teams chats so everyone sees the latest numbers. 

Keeps cross-functional deal teams perfectly aligned.

9. Auto-generated “deal rooms” in Teams

Spins up a channel with files, chats, and live CRM context synchronized in real time. 

Replaces scattered emails and drives faster stakeholder decisions.

10. Role-based Copilot Agents for lead qual & deal acceleration

Autonomous agents score leads, suggest next best actions, and remind reps before risk creeps in. 

Focuses human attention on areas that move the revenue needle the most.

Empower your Team with AI-Agents

Explore our 40+ curated library of AI agents tailored for various business needs.

Check them out here! 

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Ready to Get Copilot Right?

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