Microsoft Sales Copilot: 4-Week QuickStart

Microsoft Sales Copilot is a role-based copilot designed for sellers that empowers them to increase productivity and personalize every customer interaction so they can close more deals. Designed to be a seller companion, Sales Copilot can be accessed in the tools where sellers work, whether that is Outlook, Microsoft Teams, or Dynamics 365 Sales, and connects to other CRM systems like Salesforce. Sales Copilot saves sellers time with CRM task automation, auto-generated email or meeting summaries, and more. Sellers can go from one customer meeting to the next feeling prepared, armed with AI-powered, real-time insights such as top opportunities and customer opportunity summaries. Sales Copilot also helps sellers with customer follow-up by generating AI-assisted content and recommendations, such as contextual emails based on Outlook and CRM data.

Get started quickly and easily with a proven Fixed Cost Outcome based project delivery service from Cluster Reply. Our Microsoft Sales Copilot delivery approach is based on our QuickStart methodology based on four pillars:

• EVALUATE
• ALIGN
• DESIGN BUILD TEST
• TRAIN AND DEPLOY

EVALUATE We conduct an introductory 1-hour Teams meeting to establish if Microsoft Sales Copilot is the correct fit for your organization’s needs. Outcome:

1. A clear understanding of the Starter Kit Offering and Product suitability
2. Statement of Work for Signoff

ALIGN We conduct a 2-hour workshop to capture requirements and agree on the scope of implementation. Outcome:

1. Azure DevOps Backlog Board including Epics, Features, User Stories, Tasks, Efforts Estimations and Acceptance Criteria.
2. A 2 Hour Playback Meeting to agree on the backlog items to be delivered within in the 40 hours of development hours included in the Starter Kit price

DESIGN BUILD TEST We build the application as per the agreed 40-hour backlog of features and provide templates for data import. The application undergoes testing against the acceptance criteria. Outcome:

1. Development, UAT and Production Environments
2. Configuration of Outlook and Teams for Copilot integration
3. Timeboxed 40-hour build against agreed User Stories and Tasks
4. Application tested against Acceptance Criteria

TRAIN AND DEPLOY User training and Go Live support. Outcome:

1. Two 2-hour Training Workshops for agents and administrators
2. Full day Go Live handholding

MILESTONES Milestones are designated to be concurrent business days to facilitate a rapid QuickStart delivery and is broken down as follows:

Day 1 Two x 2 Hour Workshop to gather functional requirements Day 2 Setup ADO Board with Epics, Features, User Stories, Tasks and Effort Estimations and Acceptance Criteria. Day 3 2 Hour Playback for ADO board signoff with Stakeholders Day 4-9 Deploy Dynamics 365 Customer Service to tenant and configure Sandbox DEV, Sandbox UAT and Production Environment Day 10-14 Outlook and Teams Configuration for Copilot Day 15 40 Hour build against backlog (additional backlog items treated as a cost uplift) Configure Leads, Opportunity Processes, Business Process Flows, Views and Forms. Day 16 Provide templates for data import Day 17 Acceptance Criteria Tested Day 18 Two x 2-hour workshops for End User and Admin training respectively Day 19 Full day Go Live handholding

Please review our supporting documentation for full details. Cluster Reply is an award-winning technology consultancy that is part of the Reply group. We provide services spanning across Microsoft Dynamics 365, Microsoft Azure, AI and Power Platform solutions that unifies your IT landscape.