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URL: https://www.coursera.org/learn/beyond-the-basics-expand-your-copilot-for-sales-expertise

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Beyond the Basics: Expand Your Copilot for Sales Expertise

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Beyond the Basics: Expand Your Copilot for Sales Expertise

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Gain insight into a topic and learn the fundamentals.
4.3

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Beginner level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
4.3

10 reviews

Beginner level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace

Build your subject-matter expertise

This course is part of the Generative AI for Sales Professionals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 3 modules in this course

Designed for experienced Copilot users, this course comprehensively examines advanced features, integrations, and the future of AI in sales. You will learn how to fine-tune Copilot for specific use cases, leverage it for sales forecasting and pipeline management, and integrate it with a wider range of Microsoft and third-party tools. Additionally, the course explores emerging AI trends and ethical considerations, equipping participants with the knowledge to stay ahead of the curve and use AI responsibly in their sales strategies.

Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.

This module introduces the essential skills to harness Microsoft Copilot's advanced features for enhancing sales data analysis and decision-making. You will explore prompt engineering, refine your approach to AI-driven insights, and integrate these insights into strategic sales management processes. By mastering these features, you will become proficient in using AI to transform sales data into actionable strategies, enabling improved forecasting, pipeline management, and overall sales performance. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

What's included

4 videos2 readings3 assignments

4 videos•Total 21 minutes
  • Prompt Engineering With Copilot for Sales•5 minutes
  • Refining Common Prompting Issues With Copilot•6 minutes
  • Sales Forecasting With Copilot•5 minutes
  • Pipeline Management With Copilot•5 minutes
2 readings•Total 22 minutes
  • How to Get Started with Microsoft Copilot•10 minutes
  • Get Help With Copilot•12 minutes
3 assignments•Total 42 minutes
  • Module Graded Quiz: Mastering Advanced Copilot Features•30 minutes
  • Practice Quiz: Copilot Pro Tips •6 minutes
  • Practice Quiz: Maximizing Copilot for Sales Management•6 minutes

This module equips you with the knowledge to seamlessly integrate Microsoft Copilot with various tools within the Microsoft 365 ecosystem. By leveraging these integrations, you will enhance your forecasting capabilities and streamline collaboration and sales processes. The module also covers building custom AI solutions with partners to empower transformation and explores the impact of accurate forecasting on strategic sales decisions. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

What's included

5 videos3 readings3 assignments

5 videos•Total 29 minutes
  • Copilot and Outlook: A Powerful Duo•4 minutes
  • Copilot and Teams: Streamlining Collaboration•6 minutes
  • Copilot and Viva Sales: A Unified Sales Experience•6 minutes
  • Copilot and Your Marketing Automation Platform•6 minutes
  • Building Custom Integrations With Copilot•7 minutes
3 readings•Total 23 minutes
  • Building AI Solutions With Partners•6 minutes
  • Integrating Copilot with LinkedIn Sales Navigator•7 minutes
  • How to Get the Most of LinkedIn Sales Navigator to Win Leads•10 minutes
3 assignments•Total 48 minutes
  • Module Graded Quiz: Integrating Copilot With Your Wider Tech Stack•30 minutes
  • Practice Quiz: Mastering Outlook, Teams, and Viva Sales With Copilot•9 minutes
  • Practice Quiz: Expanding Copilot With Third-Party Integrations•9 minutes

This module prepares you to stay ahead of the curve by exploring the future potential of AI and Copilot in sales. It explores emerging trends, innovations, and best practices for leveraging AI to refine sales strategies, optimize outcomes, and foster a data-driven culture within sales teams. You will also explore critical ethical considerations, ensuring the responsible use of AI while maintaining trust and transparency in AI-powered sales processes. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

What's included

6 videos3 readings4 assignments

6 videos•Total 31 minutes
  • The Evolution of Copilot for Sales•5 minutes
  • AI-Powered Sales: What's Next?•6 minutes
  • Ensuring Fairness and Bias Mitigation in AI•6 minutes
  • Protecting Customer Data and Privacy With AI•5 minutes
  • Building Trust and Transparency in AI-Powered Sales•4 minutes
  • Hands-On Activity: Tailor-Made Presentations•5 minutes
3 readings•Total 43 minutes
  • Leveraging AI for Enhanced Sales Personalization and Efficiency•8 minutes
  • The Next Wave of AI-Powered Sales•5 minutes
  • Hands-On Activity: Tailor-Made Presentations•30 minutes
4 assignments•Total 81 minutes
  • Module Graded Quiz: The Future of Copilot and AI in Sales •30 minutes
  • End-of-Course Graded Quiz•30 minutes
  • Practice Quiz: Ensuring Data Quality and Integrity with Microsoft Copilot•12 minutes
  • Practice Quiz: Ethical Considerations and Responsible AI Use•9 minutes

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