Automatically highlight sales coaching opportunities

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, automatically	Sep 2024	Sep 2024

Business value

This capability offers sellers and sales managers an automatic analysis of all recorded customer conversation and email data, to automatically identify areas of excellence or topics which need improvement, and highlight them as coaching opportunities. This empowers you to efficiently coach team members, while reducing the time you spend on searching through hundreds of customer conversations. It enhances performance tracking, optimizes resource allocation, and fosters a data-driven culture, ultimately driving revenue growth and customer satisfaction.

Feature details

Introducing an enhanced feature seamlessly integrated into Microsoft 365 chat, Copilot for Sales add-in in Outlook, and Copilot for Sales app in Teams. To leverage this functionality, ensure Copilot for Sales and Copilot for Microsoft 365 are enabled. This feature uses Copilot for Sales to go over transcripts of calls and meetings between sellers and customers, and save hours of tedious review time for managers by analyzing them automatically. By using this feature, Copilot for Sales will be able to track concepts such as knowledge gaps and script adherence to improve sales coaching and boost the effectiveness of managers.

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
• Brazil
• Canada
• India
• Japan
• France
• Korea