Vendor Sheet

Readiness and Training for Microsoft Sales Copilot for Salesforce

Readiness and Training for Microsoft Sales Copilot for Salesforce

Pages 2 Pages

This readiness and training program helps organizations deploy Microsoft Sales Copilot for Salesforce to boost sales productivity through AI-assisted summaries, meeting prep and customer insights. Page 1 covers environment readiness, security review, change management and hands-on Salesforce exercises. Page 2 details enAblement activities, including goal alignment, champion planning, team training and feedback loops. The workshop equips teams with a deployment roadmap and drives adoption by clarifying benefits and reducing administrative work.

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