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What Is Microsoft Sales Copilot& What Does It Do?     

15th November 2023
Microsoft surface

The use of AI-driven processes is exploding. Every time you turn around, software has gotten more intelligent. Harnessing the power of AI and machine learning is crucial for staying competitive.

Microsoft is a pioneer in the tech industry and this new AI era. It continues to lead the way with innovative solutions designed to empower businesses. One such innovation is Microsoft Sales Copilot.

This is a tool poised to reshape the future of business. Next, we’ll delve into what Microsoft Sales Copilot is. As well as how it is revolutionizing the world of sales and customer insights.

The Birth of Microsoft Sales Copilot

Microsoft Sales Copilot is the latest addition to the company’s robust portfolio. It was officially introduced in July 2023. It represents a significant leap forward in leveraging AI and machine learning. It’s designed specifically to enhance sales processes and customer engagement.

This groundbreaking tool is built on the foundation of Dynamics 365 Customer Insights. This is Microsoft’s platform for unifying customer data and delivering actionable insights. The tool combines the capabilities of Customer Insights with AI-driven features. Sales Copilot offers sales teams a comprehensive and intelligent solution. Both for customer engagement and relationship management.

What Can Microsoft Sales Copilot Do?

Personalized Customer Insights

Personalised customer insights is one of the core features of Microsoft Sales Copilot. It achieves this by leveraging AI and machine learning to analyze a wide range of data sources. This includes:

  • Customer behavior
  • Buying history
  • Customer interactions

By aggregating and processing this data, Sales Copilot saves salespeople time. It can provide sales professionals with a 360-degree view of their customers. As well as help them understand preferences, needs, and potential pain points.

AI-Driven Recommendations

Sales Copilot doesn’t just stop at providing insights. It goes a step further by offering AI-driven recommendations. These recommendations guide sales teams in their interactions with customers.

For example, the tool can suggest things like:

  • The most appropriate communication channels
  • Timing for follow-ups
  • Tailored, client-specific content recommendations

This level of personalization enables sales teams to engage with customers more effectively.

Enhanced Collaboration

Collaboration is a cornerstone of successful sales processes. Sales Copilot recognizes this by facilitating collaboration among team members. It provides a centralized platform where sales professionals can do things like:

  • Share customer insights
  • Discuss strategies
  • Collaborate on deals

This improves internal communication. It also ensures sales team alignment in the approach to engaging with customers.

Predictive Analytics

Predictive analytics is another powerful aspect of Microsoft Sales Copilot. The tool analyzes historical data and customer behavior patterns. This allows it to predict future customer actions and trends.

This empowers sales teams to make informed decisions. As well as proactively address customer needs, rather than simply reacting to them.

Seamless Integration

Sales Copilot seamlessly integrates with other Microsoft tools and services. This creates a unified ecosystem. This integration allows for a smooth flow of data between applications. It eliminates the need for manual data entry, reducing the risk of errors. It also ensures the consolidation of all customer interactions and data. Having customer information in one place makes for easy access and analysis.

Cloud Migration Program

Besides Sales Copilot, Microsoft also introduced a new cloud migration program. This is in conjunction with Dynamics 365 Customer Insights. This program aims to simplify the process of migrating customer data to the cloud. The integration of Sales Copilot with this program further enhances its capabilities. It does this by providing access to a wealth of cloud-based data.

How Does Sales Copilot Benefit Your Business?

Microsoft Sales Copilot holds immense promise for businesses across various industries. It enables sales teams to work more intelligently and efficiently. The tool has the potential to drive revenue growth and enhance customer satisfaction. Here are some ways in which Sales Copilot can benefit your business.

Improved Customer Engagement

Personalized insights and AI-driven recommendations have many benefits. For one, they enable sales professionals to engage with customers more meaningfully. This can lead to higher conversion rates and increased customer loyalty.

Streamlined Sales Processes

The tool’s predictive analytics and collaboration features can streamline sales processes. It can make them more efficient and effective. This, in turn, can reduce the time and effort required to close deals.

Data-Driven Decision-Making

Sales Copilot provides access to a wealth of customer data and insights. This empowers businesses to make data-driven decisions. This can lead to better-targeted marketing campaigns, product development, and customer service strategies.

Enhanced Competitive Advantage

Businesses that leverage Sales Copilot can gain a competitive advantage. It helps them stay ahead of customer trends and needs. This can be particularly valuable in fast-paced and competitive industries.

Scalability and Flexibility

Microsoft’s cloud-based solutions, including Sales Copilot, offer scalability and flexibility. This allows businesses to adapt to changing market conditions and customer demands.

You Don’t Have to Face the AI Frenzy Alone

AI and machine learning are transforming business tools rapidly. This can cause business owners to worry about falling behind competitors.

You don’t have to figure this all out yourself. We can help. Give us a call today to schedule a chat.

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Are you using the all-new Teams yet?

13th November 2023
The Al new teams

Microsoft is rolling out a brand-new version of Teams, its video conference, collaboration, and chat platform. We’re being promised a faster and easier way to work. And we all could use a bit of that, couldn’t we?

The new Teams is like the superhero of apps for Windows and Mac. It’s faster than a speeding bullet… well, at least twice as fast as the classic version. Plus, it’s on a diet, using up to 50% less memory and disk space.

Microsoft went back to the drawing board to reimagine it, make it simpler and more flexible. Now Teams:

  • Plays better with third-party apps
  • Is happier calling phones outside of Teams
  • Gets you into meetings quicker than you can say “not another meeting”

This pumped-up version of Teams uses some tech which allows it to share resources with your browser. That reduces how much memory and disk space it needs.

And the initial test results? Teams is twice as quick when loading the app, joining meetings, and switching chats and channels.

This isn’t just for businesses using Windows. Teams on Mac is also getting this performance boost.

Microsoft promises this update will be a game-changer for your productivity. They’ve improved the user interface, adding in a “mark all as read” feature in activity.

Plus, they’re introducing Copilot, an AI assistant that can summarise key points from your chats and calls. Sort of like having your very own personal assistant, just without the coffee runs.

Are you ready to switch to the new and improved Teams? It’s rolling out now. Look at the top left corner of your Teams app… if you see “try the new Teams”, then you can flick the switch and try it out.

If you need help with Teams for your business, get in touch.

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Get ready for another game-changer from Teams

23rd October 2023

Picture an AI-enhanced experience that streamlines your business communication and improves overall productivity to unprecedented levels.

Sounds a little like science fiction, right? But with Microsoft’s latest announcement, this future is closer than you think.

Microsoft Teams is launching an ‘AI library’ that promises to revolutionise our Teams experience.

The goal?

To empower developers to integrate Large Language Models (LLMs) into their Teams apps. The most famous LLM right now is ChatGPT.

You might wonder how that will help your business. Well essentially, it could mean you have a sophisticated AI at your beck and call during your Teams meetings.

The AI library, rolling out right now, will provide developers with a suite of code functionalities making it easier for them to integrate LLMs into their apps. This means creating Bots, Message Extensions, and Adaptive Cards for more engaging conversational experiences will be a breeze.

Microsoft assures us that the AI library will also aid the seamless migration of existing Bots, Message Extensions, and Adaptive Cards functionalities into Teams.

Isn’t this the same company that gave us the Copilot tool? Yep! Back in March 2023, Microsoft introduced GPT-4 integration across Microsoft 365 with its Copilot tool, which can whip up emails, compile reports, and, as Microsoft claimed very grandly, “rediscover the soul of work”. Who knew AI could be so poetic?

And let’s not forget the recently unveiled tool which uses AI to generate meeting notes, suggest follow-up actions, and even provide timeline markers for instant access to relevant parts of a call.

Microsoft Teams is on a mission to redefine our experience with AI. This isn’t just about making our lives easier; it’s about unlocking new possibilities for productivity and efficiency. Honestly, we can’t wait to see what the new AI library will bring.

If you need help getting more from Teams across your business, get in touch.

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Now AI can make your Teams meetings more productive

26th June 2023
Now AI can make your Teams meetings more productive

Are you tired of wasting precious time in meetings, only to leave feeling confused and disorganised?

Do you struggle to keep track of all the action items and follow-up tasks that come out of these meetings?

Microsoft Teams has launched a new feature which could solve your problems and boost productivity.  

Meeting Recap is an AI-based intelligent meeting recap feature, available exclusively to Teams Premium subscribers. This innovative feature harnesses the latest in artificial intelligence technology to generate comprehensive summaries of your meetings.

That means no more tedious recaps… but hello to accurate and efficient summaries that capture all the key points from your meetings.

The Meeting Recap feature doesn’t stop there. It automatically identifies action items and follow-up tasks, assigns them to team members, and even sets deadlines for completion. This means that everyone involved in the meeting knows exactly what they need to do and when it needs to be done. A great way to improve communication and collaboration within your team.

But it’s not just about efficiency. The meeting recap feature also offers customisable options to tailor the feature to your specific needs. Choose what information is included in the summary to ensure that you receive the most relevant and useful information possible.

If you’re not a Teams Premium subscriber, are there benefits of investing in this new feature?

Yes! For starters, it streamlines your workflow, saving you both time and money.

You don’t have to waste hours trying to decipher meeting notes and action items. Instead, you’ll have access to a clear and concise summary that you can refer back to any time.

Additionally, it improves organisation and accountability within your team. With assigned action items and deadlines, everyone knows exactly what is expected of them.

Don’t underestimate the power of this new Meeting Recap – it’s a game-changer for businesses that want to increase productivity.

Don’t wait. If you need help upgrading to Teams Premium, we’re here for you. Get in touch.

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Microsoft Teams Productivity Tips Every Plymouth Business Owner Needs To Know

5th May 2023

Every business needs the right tools to get the job done and to keep your team on track. But juggling multiple apps and software can be a nightmare when trying to keep information streamlined and easily accessible. That’s where Microsoft Teams for small businesses comes into play.

In this article, we’ll explore the 10 best Microsoft Teams hacks so everyone in your company has everything they need at their fingertips.

The 10 Best Microsoft Teams Hacks for Small Businesses

1) Share And Co-Edit Files

The demand for coworking capabilities has risen in recent years. And while modern working conventions have dictated the need for more collaborative software, there are real statistics to back up the benefits of co-editing.

According to a study from Deloitte, “When workers collaborate, 73% do better work, 60% are more innovative, 56% feel more satisfied, and 15% work faster.”

Microsoft Teams understands this and has continued to develop its ability to share and co-edit files. With 10 GB of cloud storage per user, it’s easier than ever to work on documents with others no matter where you are.

You can also quickly share document files by attaching them to a chat within Microsoft Teams so there’s no need for extra emails to share information.

2) Filter Messages

Along with our previous point, running an efficient business often means having messaging software that can keep up. However, it can be overwhelming when you have a sea of messages and no way to mark or find what you’re looking for.

Not anymore. With Microsoft Teams, you’re able to filter messages and find exactly what you need. This replaces the need to use an additional messaging service, such as Slack, and keeps everything within one comprehensive platform.

This eliminates the headache of switching back and forth between platforms and having to have multiple windows open all the time to get work done.

3) Host Meetings

Hosting meetings is another huge capability of Microsoft Teams. The software allows you to schedule virtual meetings with hundreds of participants at a time. That means you have everything you and your team need, no matter the size of your business.

Recent updates have also expanded the ability for co-hosting breakout rooms as well. More features mean more ways for your team to connect!

4) Live Translated Captions

2023 updates for Microsoft Teams have increased accessibility as well. For example, there’s a new setting you can toggle on and off that will allow for live translated captions to appear during meetings. 

The system will save your settings for every meeting, or you can simply toggle it off when you no longer need it. The choice is ultimately yours.

You can also get the meeting transcripts when done to quickly review just the one part you were looking for!

5) Chat Features

One of the best features of the Microsoft Teams experience is the chat. With unlimited chats and the ability to filter through them, as we mentioned earlier, your team can have important conversations while also getting work done in the same place.

New this year, the platform now allows you to delete chats on your end while leaving them open on the other person’s when you no longer need the information. In addition, you can easily add people to existing conversations, and AI technology can suggest who you might want to talk to next.

These features make it easier than ever to collaborate with others and keep everyone on the same page.

6) Picture-In-Picture Functionality

Not every meeting needs your full attention. Teams have picture-in-picture functionality that allows you to have a meeting playing while you are doing other things.

That means you don’t have to put down other work while you’re on less important calls and can multitask.

7) Do Not Disturb

In addition to picture-in-picture display options, there are other ways you can value your time with Microsoft Teams settings.

This platform allows you to toggle on “do not disturb” when you need to step away from your desk, are taking a vacation, or going home/logging off at the end of the day.

There are plenty of things that can wait until tomorrow, and you deserve to set healthy boundaries when it comes to getting work done and taking time for yourself and your family.

8) Data Encryption

When you’re using an all-in-one comprehensive platform, a lot of information is exchanged. Between attaching important documents to chat threads to day-to-day communications, you need to know that all your information and your clients’ information is safe.

Microsoft Teams has you covered. With data encryption, you don’t have to worry about private information leaking on the internet. That means peace of mind for you and everything you work with.

9) Multi-Question Polls

The last feature we’ll mention that’s new in 2023 is the ability to have multi-question polls within a meeting. This gives you more flexibility to ask the questions you need and gives you an easy place to collect that data.

It’s never been easier to run a meeting and gather information.

10) Save MONEY (Thousands a month!)

Most businesses already have Microsoft Teams included in their current software package and can save a lot of money by eliminating redundant services.

Paying for dozens (or hundreds) of employee licenses for Slack, Zoom, Monday, Basecamp, and more may be a thing of the past using the features already included in Microsoft Teams.

Many companies we look at are needlessly spending tens of thousands or more on these other services and that money goes straight to the bottom line.

Microsoft Teams For the Win

Whether you’re looking for a solution to messaging, collaborative working, video calls, document sharing or accessibility features within your organization, Microsoft Teams can help your small business accomplish exactly what you need.

With these 10 features — and many more — you will be better equipped to work together as a team and won’t have to waste time cobbling together multiple apps along the way.

Limbtec specialises in working with small businesses to make them more productive and profitable, while keeping their data and business protected. To see what we can do for you, go to: https://limbtec.com/book-a-call to schedule a quick discovery call.

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Holiday Cyber Attacks

15th November 2022
Holiday Cyber Attacks.

Holiday time is coming and so are the Holiday cyber-attacks!

Before working in IT, and Cyber Security, I was in the Military, and whenever we were operating during holiday periods, we knew in the back of our minds that if something was going to happen it would happen during holiday time.

The same is true of cyber-attacks and cybercrime. This year we might see more than previous years, already in early October there was an attack on some of America’s largest airports websites.

It isn’t just the Christmas holiday period that we see the increase

  • Colonial Pipeline (Mother’s Day Weekend (US))
  • Kaseya 4th of July
  • Sony and Microsoft Christmas Eve)

Holiday Cyber Attacks, why and what you can do.

The bad guys are aware that during holiday periods there are fewer employees around to look after the infrastructure. Also we are all preoccupied with thoughts of the festive season. So may click on items that we might not normally do.

Security tips:

  • Train empolyees in cybersecurity and phisihing awareness.
    User error is still the number one cause of malware attacks, make sure all employees undergo an annual social engineering training.
  • What are the internal threats, including scanning and patching software?
    If you are able to make sure these are taken care of this will help in securing your organisation from exploits whilst there is limited supervision during this period.
  • Who has access to your Systems.
    Have you implemented a strategy to restrict who has access to data stores, and applications. Only allowing team members access to what they need and having the right levels of privileged access will help.
  • Protect the Network
    Although perimeter firewalls will assist in a strong defence, you should also deploy firewalls at the endpoint, and this should block applications and traffic, unless it is required.

Don’t get caught out this year! If you need any help on this please call 01752 546967 and we will be happy to help.

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Some employees won’t stop using apps that could be a security risk

11th July 2022
Are your employees using apps that are a security risk.

Has the applications and software you used changed since the pandemic? Some employees may even be using applications which could be a security concern.

That’s because we’ve all had to make big adjustments to the way we communicate and collaborate.

And to begin with, it may have been hit and miss. It’s possible in the first few weeks and months that your employees had to use whatever tools they had available to them.

Now that we’ve settled into permanent new ways of working, we could pick the software tools that best suit our businesses!

Unfortunately, your employees might not like your choice of which apps should be used within the company. And some of them may continue to use the ones they prefer, despite the security risk that comes with that.

A recent survey found a massive 92% of employees want more control over the software, collaboration tools, and applications they use. And 51% continue to use apps that have been banned by IT departments.

It’s putting business owners in a difficult position.

Blocking apps and software may lead to employees feeling untrusted. This can lead to frustration and lack of motivation. It can really have a negative impact on your business.

But ignoring the issue can be just as bad. Unvetted apps can be a big security risk, leaving your data open to theft and your systems vulnerable to malware.

So what’s the answer?

We’d always suggest having open conversations with your people. It’s a good idea to invite feedback on the software you want to use. After all, your people are the ones using it day-in, day-out.

Take their suggestions on alternatives if the consensus is you’re using the wrong solutions and commit to looking into their viability.

It’s also a very good idea to make sure your people fully understand the risks that come with using unapproved apps, and the impact that can have on a business.

Even in cases where your team are all sticking to approved tools, keeping them educated on the latest cyber security initiatives is a smart move.

Can we help you find the most suitable communication and productivity tools for your business? We’ve helped lots of business owners do this. Get in touch.

Published with permission from Your Tech Updates.

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Three new Teams features to look forward to

6th May 2022
3 new features in teams coming soon
Three new Teams features to look forward to

Over the last couple of years and fuelled by the pandemic the use of Teams has exploded. It is now used by 270 million people every month. Whilst the growth in usage has slowed recently it is still the go to collaboration tool for a lot of organisations. And here are three new teams features to look forward to.

As you read this, you may be thinking how did we work before Teams!

It gives us all the ability to stay connected regardless of where we are working. And gives us those collaboration tools we need to work the way we work today.

Because it is part of Microsoft 35 packages, it is the logical solution to keep the team working on projects with no fuss.

Microsoft is constantly making improvements and adding features. Over the past few months, they have added new features like the virtual whiteboard, which you can use to throw around ideas during your video meetings. Also the ability to pin chat to the top.

There are 3 new features coming soon they are

  1. Coming later this month (hopefully) when you rename a Teams channel, it will automatically change the name of the SharePoint Folder.
  2. Chat with self feature. This feature will allow you to send yourself notes and messages, putting the I into team!
  3. Teams Calls will give you the same experience when using the Teams app and the web browser version.

That is the Three new Teams features to look forward to. If you need help to get the most out of Teams, contact us, if you just want to watch this on video visit our tech update page.

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Walkie Talkie coming to Teams

24th January 2022

Microsoft Teams has a new feature – Walkie Talkie!

It has been available on Android Devices for a little while now. It is now coming to iOS devices, so it could be a very useful feature for your teams. We think this will become a powerful communication tool, and will be using when on site.

Walkie Talkie coming to teams

Let’s look at what it is before we explore how you’d use it.

If you were alive back in the 1980s, you’ll remember real walkie talkies. They were the coolest way to talk to your friends on the move – long before we had mobiles.

If you’re too young to remember the 80s, then go watch a few episodes of Stranger Things and you’ll get the idea.

With a walkie talkie you press a button to talk, and everyone who has a device on the same frequency as yours can hear you speak.

They can only reply when you let go of the button. And only one person can speak at a time.

What that gives you is ordered real time voice conversation between a group of people.

This new Teams feature works in exactly the same way.

There’s no need to call anyone. Like a real walkie talkie you just push a button on your phone to speak, and everyone in your team channel can hear you.

It works on both Android and iOS devices, so long as they’re connected to the internet. It even works if your phone is locked.

Walkie talkie was originally created with front-line workers in mind.

The idea is that when you are on a client site, you can quickly and securely communicate with the office. And those on site with you, withe less hassle.

We can see this being useful for remote workers too. Doesn’t matter whether your team are in the office or working from home – they can have a voice conversation in real time, instantly.

Just like the old days when everyone worked in the same space.

Can you see how that would help your business?

Before you can use walkie talkie in Teams, you’ll need to make sure it’s enabled. Your administrator will need to do this in the Teams admin centre – it’s really easy.

If you’d like us to help you set up walkie talkie for your business, just give us a call.

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