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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 | preview | General availability |
|---|---|---|
| Users, admins, makers, or analysts | Jun 2025 | Oct 2025 |
Business value
To reach their sales goals, sales teams need to constantly generate enough pipeline. They need to decide which inbound leads to engage. This decision takes a lot of time because sellers must sift through large amounts of data across tools and data sources. This data includes information from internal systems like their CRM and external resources like the web and third-party data services.
Sales Agent handles the work of reviewing every available data source to create a comprehensive summary for each lead. As a seller, you can quickly decide whether to engage with a prospect or pass on them. Sales Agent reviews every lead in your queue and gathers information. It synthesizes insights that are specific to your business. At a glance, you can see if a lead is worth reaching out to and what they're interested in. Use this information to personalize your engagement with the prospect. With Sales Agent, you spend less time and get higher response rates, leading to a larger, more qualified pipeline.
Feature details
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.
