AI enabled Sales
18 TopicsCopilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.Sales CoPilot - Email Attachments dont appear in timeline when saving the email to D365 from Outlook
Hi Currently having some trouble seeing attachments associated to the email in the Timeline related to the record I am saving the email to. Has anyone else experiences this? is this a product limitation or is there a setting that needs to be turned on somewhere? Thanks in advance AysenSolvedSales Copilot and Microsoft 365 Copilot licensing
I work for an organisation of 2,000 employees, of which 500 are aligned to sales (in one way or another) If we Purchased 500 seats of Sales Copilot, ($40 /user /month) and 1,500 seats of Copilot ($30 /user /month) would Sales Copilot users also have the standard Copilot experience as well?? If not, whats going to be missing? (we're an SFDC house so won't move to Dynamics 365)