At Netlogic Computer Consulting, we are always on the lookout for innovative solutions that can help us grow sales, delight our customers, and improve employee work-life balance. Our search for the right productivity tool led us to Sales Copilot, and we couldn’t be happier with the results.
David Swenson, who has climbed the ranks here at Netlogic from Business Development Director to CIO, was thrilled when he used the new email thread summary feature in a meeting. “It has been a long journey to find the right solution for our productivity challenges, and until recently, there were few products like Sales Copilot. We get tons of email threads every day. Now we can look at these six bullet points and understand what to do,” he said.
As a virtual CIO for our customers, David is constantly on the move, relying on Outlook and Teams to stay connected. He guides our customers through technology road-mapping processes, including budgeting, purchasing, training, and deploying services like Azure and Microsoft 365. David attends several customer meetings daily, diligently takes notes, and creates meeting summaries and follow-ups. At the end of the day, when he gets home, David saves all of his informative notes into Dynamics 365 Sales, so his stakeholder teams can have the latest customer updates.
Accurately capturing customer requests and responding to customers promptly is essential to keeping Netlogic’s customers happy and deals progressing. However, notetaking skills and styles vary significantly across David’s team. As a result, sometimes critical information on customer needs gets captured differently, is inaccurate, or altogether missing from hand-written notes. Accurate notetaking is particularly challenging for new employees who are still learning to sell and must familiarize themselves with contract terms and products. The inconsistency across notes constantly created a need for alignment before responding to a customer resulting in a loss of time spent cross-referencing notes and emails.
Sales Copilot has been a game-changer for us. It has helped us streamline our sales process, improve our customer service, and boost our productivity. With Sales Copilot, we can now:
- Capture customer requests accurately and consistently
- Respond to customers promptly and efficiently
- Keep our stakeholders informed and up-to-date
- Improve employee work-life balance
We are excited to see how Sales Copilot will continue to help us grow our business and serve our customers better. If you’re looking for a productivity tool that can help you achieve similar results, we highly recommend Sales Copilot.
If you have any questions or would like to learn more about how we can help you elevate your Microsoft service experience, please don’t hesitate to contact us.