By Chris Jeng, Founder of European Gateway
In B2B tech sales, the faster you can access insights and act on them, the stronger your edge. Microsoft Copilot brings AI directly into the tools reps already use—Outlook, Teams, Excel, and Dynamics. From writing emails to surfacing CRM insights, it turns every interaction into a smarter, faster move. As Chris Jeng of European Gateway puts it, ‘The best reps don’t chase data—they let it come to them.’
Outlook: Personalized Email Drafting at Speed
In Outlook, Microsoft Copilot can draft personalized follow-up emails based on previous threads, meeting notes, or even CRM entries. Reps can ask it to summarize a conversation and turn it into a clear, targeted message—saving time and reducing the back-and-forth. It also helps tailor tone and structure so the email hits just right.
Teams: Smarter Meeting Recaps and Action Items
In Teams, Copilot acts like a meeting assistant. It can summarize discussions, pull out action items, and highlight key decisions—whether you were in the meeting or not. Sales reps can quickly catch up, follow through on next steps, and never miss a beat in fast-moving deals.
Excel: Instant Insights Without the Spreadsheets
In Excel, Copilot helps reps analyze and visualize sales data without needing formulas or pivot tables. You can ask it questions like, ‘Which region has the highest close rate?’ or ‘What’s the average deal size by rep this quarter?’ It delivers instant insights, helping you make smarter decisions faster.
Dynamics: Smarter CRM and Opportunity Management
In Dynamics, Copilot surfaces key CRM insights—like deal stage, buyer activity, and suggested next steps—without needing to dig through tabs. It helps reps prep for calls, update pipelines faster, and stay on top of every opportunity. It’s like having a smart CRM assistant that actually works with you.
The ROI of Embedded AI with Microsoft Copilot
Microsoft Copilot doesn’t just save time—it raises the floor on rep performance. By integrating AI into the everyday tools B2B salespeople already use, it removes friction and boosts focus. As Chris Jeng of European Gateway puts it, ‘When AI lives where you work, performance stops being a grind and starts becoming second nature.’ The result? Faster follow-ups, clearer insights, and more time selling.