The success of most businesses relies on their ability to make sales and retain customers. No matter how great the product or service, success comes when this critical part of the customer journey is handled efficiently and with the personal touches that customers expect, and that differentiate you from the competition.
Copilot for Sales extends the value of Microsoft 365 (M365) Copilot with a role-based agent to boost seller efficiency, lighten workloads, and save time. Powerful capabilities empower sales teams to stay focused, work efficiently, and drive business results.
Copilot for Sales is a powerful AI assistant designed to help sellers maximise productivity and close more deals. By integrating next-generation AI and sales insights from your CRM platform into M365 productivity tools like Outlook, Teams, and Word, Copilot for Sales transforms the way sellers work.
Sellers can work smarter with features such as email assistance, personalised sales content creation, AI-generated insights, and actionable recommendations. Sales managers benefit from AI-powered insights and collaboration tools that empower their teams to achieve more while delivering exceptional customer experiences.
Copilot for Sales can be tailored to meet your business needs. It integrates seamlessly with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, with the flexibility to connect to other sales solutions as required.
Participates in Teams meetings, accesses meeting recordings, and provides actionable insights and action items from sales calls.
Accesses calendar events, contacts, and emails to assist with scheduling and email composition.
Reads and writes documents to prepare comprehensive sales meeting briefs.
With the right help, you can ensure a correct CRM connection that maximises the benefits of Copilot for Sales, leading to successful adoption.
Realising the maximum gains doesn’t happen by chance: getting the most from Copilot for Sales relies on planning, expertise, and access to skilled resources.
Data#3’s team of Copilot Specialists can help you to describe the benefits, calculate a realistic ROI, and prepare a high-level plan to put you on the right path to implementation.
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As Microsoft’s largest Australian partner, Data#3 has unparallelled competencies across Microsoft’s extensive portfolio. Having participated in Microsoft’s Copilot Early Access Program (EAP) and using Copilot in our own business – our team of skilled Microsoft specialists is uniquely positioned to help you successfully integrate Copilot into your organisation.
Business analytics gives you the ability to lead informed, strategic decision-making and improve performance – when and where it really counts. Which is why it’s important not to be deterred by the challenges of data complexity and interpretation.
No matter where you are on your data journey, our Analytics Accelerators are designed to rapidly equip you with the knowledge, confidence and expertise to thrive in the new data-centric world of business.
The transformative power of AI has seamlessly integrated into the analytics demands of businesses, transforming the way companies organise, operate and create value from data. However, the complexity of these practices and the continuing talent shortage is preventing many organisations from cashing in on its promise.
Drive actionable insights and tangible outcomes in record time.
Uniquely tailored to address your specific business challenges and objectives.
Guidance and support to ensure you’re getting the most out of your investment.
We can guide you on the right Microsoft Azure Data and AI Services and set up a strong cloud infrastructure, ensuring your databases are right-sizzed and optimised for performance in the cloud.
Azure’s Analytics services are ideal for synthesising your data, so it’s ready for business decision making.
We can guide you on the right Microsoft Azure Data and AI Services to utilise, with relevant machine learning and AI components to support your business transformation use-cases.
From integrating OpenAI’s leading-edge AI models, such as GPT-3, Codex, and DALL-E, into your existing systems to ongoing management we take on the heavy lifting so you can focus on leveraging market-leading AI-driven insights.
Microsoft 365 E5 includes Power BI. If you have this subscription, you already possess the tools needed to transform your data into actionable insights. We can help you unlock advanced features like AI Insights, Text Analytics, and Vision to derive deeper, more valuable data insights.
With diverse capabilities ranging from data lakes to real-time analytics, Microsoft Fabric requires expertise for effective deployment and utilisation. We handle all the technical intricacies, integrating these disparate elements into a unified analytics strategy tailored for your business.
We’ll build a best-in-class data catalogue to understand where your data is at, and empower your business users to implement good data management and governance practices.
Data#3’s Accelerate Analytics and AI (AAA) Process is a pathway to making data and AI a reality for organisations of all sizes, delivering clarity of purpose and the ability to act.
Our team of specialists will help you understand where you are, where you want to go, and the opportunities hidden in AI and analytics. To learn about your goals surrounding Analytics and AI, and help assess suitable next steps, our team of specialists will:
This stage may outline a path forward that is quite clear, and it is possible to skip ahead to later stages of our AAA Process. However, in cases where requirements are unclear, additional guidance is sought, or a business case needs to be established, you will need to frame the solution before proceeding further.
In cases where the right solution is not immediately obvious or has numerous considerations, it is essential to frame the solution meticulously. This stage is developed to help you navigate through the complexities encountered, aiming to identify a workable solution that is also economically viable. Our team of specialists will:
This is a value-add provided to Data#3 customers to help accelerate their AI and analytics journey. It is often used to help build your organisation’s business case, helping business leaders decide whether to progress analytics and AI projects and initiatives.
Before committing to a new approach or project of significant value, it is vital to validate potential solutions via a series of activities, to prove that the solution will work and address any potential risks. Activities may include:
On completion of the validation stage, it is best practice for organisations to evaluate the outcomes of these activities against established success criteria and further refine their business case. The delivery of the validation stage activities, involving the engagement of our Professional Services team and typically hands-on in your environment, is a fee-based service.
Before any solution can be realised, it requires a robust design and plan. The architect stage is crucial for layout of the design and planning elements ahead of implementation activities before the next stage of your journey. The architect stage is an evolution of any prior plans developed during the AAA process, further refined with deeper engagement with business and technical stakeholders. Activities may include:
On completion of the architect stage, you will have comprehensive design and planning completed that sets you up for successful solution implementation and operation. As the delivery of Architect Stage activities involves engagement of our Professional Services team and typically hands-on in your environment, these activities are a fee-based service.
The Realise Stage marks the phase where your analytics and AI outcomes are achieved. This is the culmination of all the effort put forth from the AAA Process, where the groundwork of preparation and planning is visible. It’s here that your chosen solution components will be implemented and supported as you transition these new elements into your business-as-usual operations. Activities may include:
On completion you’ve hit a crucial milestone. Moving forward, you’ll benefit from ongoing support, maintenance, and governance to help you achieve standardisation. A post-implementation check-in will take place to review the key success metrics that were established, ensuring the solution is delivering value and is optimised to meet your organisation’s growth and adaptability to ongoing changes.
It takes strategic planning, deep knowledge, and technical proficiency to get the most business value from analytics and AI. At Data#3, our people possess the trifecta. Every day we deliver on the promise of analytics by embedding data analytics into our customer’s core strategy and driving analytical transformations that result in tangible, impactful outcomes. To start your AI and analytics journey, contact a Data#3 Data and AI Specialist today.
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Copilot for M365 is one of the most-hyped productivity tools of this decade that leverages artificial intelligence to supercharge your team’s productivity by cutting out busywork, automating tedious tasks, offering suggestions and coaching for creative work, streamlining team meetings and emails, assisting with research, and much more.
Built into Microsoft 365, Copilot for M365 makes it easier for your team to use every day applications, such as Teams, Word, Excel, and PowerPoint to free up more time for creativity, strategic thinking, and new ideas.
Poised to overhaul the way every industry operates, now is the time for your organisation to take off with Copilot for M365 and stay competitive in a rapidly changing environment.
Copilot for M365 (requiring a per-user, monthly investment) can be effectively integrated into your organisation with the development of a comprehensive business case. Data#3 will help build a tailored business case that will provide your organisation with all the necessary information to support a decision to procure, deploy, and adopt Copilot for M365 licenses.
Our business case for Copilot for M365, including a financial model, key benefits (both financial and non-financial), cost estimates, and ROI projections, aiding in procurement, deployment, and adoption decisions. This comprehensive case not only clarifies focus areas and ROI, but also highlights potential risks, guiding your organisation to understand the value of Copilot for M365 in enhancing productivity.
Your business case will include:
• A Financial Model
• Key Benefits
• Cost Estimates and
• ROI Projections
AI offers diverse solutions to business challenges, including task automation, data analysis for trend identification, customer service improvement, and supply chain optimisation.
Data#3’s AI Consulting Services include conducting workshops that explore the Microsoft AI landscape and examining common and organisation-specific use cases. Data#3 will deliver a comprehensive report that connects workshop findings with practical solutions, providing clear guidance for future steps for a seamless Copilot for M365 deployment.
Training is vital for the successful integration of new technologies like Copilot for M365, which necessitates a shift in the way users interact with data and carry out tasks.
Data#3’s training services, developed from our own experience in the Copilot for M365 Early Adopters Program, focus on providing practical, role-specific training. We equip teams with a foundational set of use cases relevant to their daily work and offer tailored training that aligns with their specific roles and business units. This approach ensures that all staff can effectively integrate Copilot for M365 into their daily work.
Our training program is designed to impart best practices and provide hands-on experience in real-world scenarios. Our interactive and live training sessions, complete with demonstrations and Q&A, ensure that your staff will not only adapt, but excel in using Copilot for M365.
Deploying Copilot for M365 is initially simple, involving assigning licenses and awaiting activation. However, the evolving nature of the tool means there are increasing options for configuration and integration with other data sources. Our consultants aid in efficiently planning, designing and implementing Copilot for M365, addressing both basic requirements and complex integrations with third-party data.
Following our readiness assessment, we engage in focused planning, designing and execution, addressing prerequisites and setting up additional connectors. As part of the design aspect, we undertake workshopping to create a technical design that covers:
This leads to a thorough deployment of Copilot for M365, allowing users to access extensive information from M365 and integrated external sources, thereby enriching the user experience with comprehensive organisational data.
Organisational Change Management is crucial for the successful deployment of Copilot for M365, ensuring that your organisation is ready for the transformative changes it brings.
Data#3 Change Management specialists draw on their experience from the Copilot for M365 Early Adopters Program, and utilising a proven ‘Prepare, Manage and Sustain’ methodology, provide the necessary planning and support for a successful deployment.
We focus on assessing organisational readiness, understanding the impact on people and business priorities, and guiding the integration of this generative AI tool seamlessly into your organisation’s workflows.
• PREPARE – for enhanced productivity with Generative AI.
• MANAGE – the introduction of Copilot for M365 in your organisation.
• SUSTAIN – your adoption of Copilot for M365 by developing reinforcing habits and streaming benefits tracking and management.
Is your organisation ready to deploy Copilot for M365? Do you fully understand how turning on AI technology like this will impact your M365 environment? We’re here to help you prepare for Copilot for M365 deployment through interactive workshops and data-driven insights.
Data#3 holds the highest level of partner accreditations across the Microsoft ecosystem. We’re also one of only 600 organisations globally to have taken part in the Early Adopter’s Program, an exclusive first look at how Copilot for M365 operates. We’ve been using and testing this new technology from the get-go, and we’re here to help your team hit the ground running.
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