Improve customer understanding with seller coaching
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Dec 2024 | Feb 2025 |
Business value
As a sales manager, when you conduct 1:1 meeting with your sellers, you want to give the best coaching tips on their past customer interactions, so your team can conduct more effective engagements and close deals faster.
Feature details
Copilot for Sales helps you to improve your coaching interactions with your teams. It helps you by:
- Automatically identifying coaching opportunities by categorizing interesting areas such as specific sales skills, knowledge gaps, and script adherence.
- Providing you with a structured and aggregated report of seller’s status, including quota status, pipeline status, KPIs (close rate, average deal size), open tasks, interesting call snippets, and recommended content.
This feature is enabled by administrators through the Conversation Intelligence settings in the Copilot for Sales settings in Microsoft Teams.