As a seller, you can save time and engage more leads with Sales Agent's AI-generated insights and personalized outreach messages. Sales Agent researches every lead in your pipeline, so you don't have to spend time searching the web or your CRM. It finds the key information you need to qualify each lead. When you're ready to contact a lead, Sales Agent creates personalized emails that use the insights it gathers. These emails engage the lead and make them feel like you know them, their business, and how you can help them achieve their goals. Sales Agent gives you the confidence that you have everything you need to know about every prospect and the ability to connect with them in a meaningful way.

For example, Mona, a seller at Contoso, gets a lead from Fabrikam. In the past, Mona might have quickly searched the web and their CRM for information about the individual and the company. However, Mona might have missed key information that helps get the lead's attention, such as Fabrikam's past lost or won opportunities with Contoso, and Fabrikam's recent expansion plans. Mona might have sent a plain form email, lacking a personalized hook that goes unanswered. With Sales Agent, Mona can save time and improve their close rate by engaging leads like Fabrikam with research-backed, personalized initial outreach and follow-up. The deep research discovers and summarizes the key account details from the CRM, and the insights about Fabrikam's business needs and challenges. The email crafted by the Sales Agent incorporates those insights, so Mona's outreach feels like it's addressing Fabrikam's needs, making them more likely to respond. Sales Agent saves Mona hours of research and email writing, and she sees better response rates from their outreach.

Sales Agent key features:

Performs research for all prospects in your CRM (either Salesforce or Dynamics 365 Sales).
Uses data gathered from the web and your CRM to perform deep research and generate insights.
Generates outreach emails based on the research that you can use to engage new leads.
Configurable to match your unique business needs.

As an admin, you can set up and activate Sales Agent for your sellers from the Copilot for Sales admin settings.