By Chris Jeng, Founder of European Gateway
When it comes to B2B tech sales, the quicker you can gain insights on and act on those, the more of an edge you have. Microsoft Copilot puts AI right into the tools reps are already using — its Outlook, Teams, Excel and Dynamics. From composing emails to surfacing CRM insights, it makes each interaction a smarter, quicker manoeuvre. As Chris Jeng of European Gateway says: ‘The best reps don’t chase data—they allow the data to find them.’
Outlook: Personalised Mailing by the Speed of Thoughts
In Outlook, Microsoft Copilot can compose personalised follow-up emails based on previous threads, meeting notes, or even your CRM entries. Reps can ask it to summarise what someone said, and transform it into a clear, actionable message, instantly saving time and back-and-forth in a discussion. It also serves to customise tone and structure so the email strikes the right note.
Teams: More intelligent meeting recaps and action items
Copilot in Teams is a bit like a meeting aide. It’s able to summarise conversations, extract action items, and surface key decisions — whether you were in the room or not. Reps can easily get up to speed, follow up on next steps, and never feel left in the dark when working on fast-paced deals.
Excel: Quick Insights Without the Spreadsheets
Microsoft Excel Copilot assists reps in analysing and visualising sales data in Excel without using formulas or pivot tables. You can ask it questions such as, “What region has the highest close rate?” or “What’s the average deal size by rep this quarter? It provides instant insights to help you make higher-quality and faster decisions.
Workflow: More Intelligent CRM and Opportunity Management
With Copilot in Dynamics, relevant CRM insights appear easily—such as deal stage, buyer activity, and recommendations on next steps—without needing to toggle between windows. It assists reps in preparing for calls, updating their pipelines faster, and tracking each opportunity. It’s like having a smart CRM assistant that does things for you.
Embedded AI’s ROI with Microsoft Copilot
Microsoft Copilot not only saves time but raises the floor on rep performance. By building them into the everyday tools that B2B salespeople already use, AI removes friction and increases focus. Or as Chris Jeng from European Gateway says, ‘When AI resides where you work, performance ceases to be a grind and starts to come naturally.’ The result? Shorter follow-ups, clearer insights and more time to sell.