Stay on top of your deals with AI-generated opportunity summaries

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 28, 2023 - Oct 20, 2023

Business value

Sellers work on multiple deals concurrently. They need to be on top of all the deals for them to prioritize their work effectively. As information is scattered across the system, it's a time-consuming and tedious task for sellers to sift through vast amounts of data to find relevant information. Moreover, in the case of large deals, multiple team members work on the opportunity concurrently, and hence staying on top of the deal can get very challenging.

AI-generated opportunity summaries provide a quick and comprehensive summary of key customer data, including buying behavior, preferences, and past purchases. By leveraging this information, sellers can gain valuable insights into customer needs, allowing them to tailor their sales pitches and increase their chances of success. It allows a seller to summarize the most important aspects of a sales opportunity, such as the customer's needs, the proposed solution, and the expected value or benefit to the customer. This helps the seller communicate the opportunity more clearly and effectively to potential buyers or decision-makers.

Feature details

With this feature, sellers will be able to:

  • View the AI-generated summary of an opportunity in a reader-friendly format. The summary includes an overview of the status and progress of a potential sale or deal. It provides a snapshot of where the opportunity stands in the sales process, how likely it is to close, and the potential revenue it could generate.
  • View the highlighted changes, which indicate the changes since the last sign-in and the degree of importance, helping you pay close attention to the most recent changes.

Screenshot showing an opportunity summary

Screenshot showing a generated summary and what's new

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • South America
  • Canada
  • India
  • Japan
  • France
  • Korea
  • China

See also

Summarize an opportunity or a lead (docs)