Pitch Faster: How MSPs Can Help Sales Teams Actually Use Copilot
Your organization has invested in Copilot for a few reasons. One of the most impactful?
To improve efficiency. Which, in turn, increases ROI. It’s a bit of a chicken-and-egg scenario.
More efficient teams create capacity. Capacity creates space for more productivity. More productivity brings in more service, improves turnaround time and enhances the customer experience.
See what I mean?
One of the places your organization will see this quickly: Your Sales Team.
The Problem MSPs Are Seeing
Sales teams move fast and have a lot of client facing assets that need to be tailored to the individuals they are pitching over and over, with all the subtle changes and nuances that make these super customized.
Which means efficiency is lost.
Why?
These sales teams are building the same decks over and over, with these changes to reach their different audiences. Anyone who has worked on a sales deck knows that this isn’t a 5 minute project. The formatting of the slides alone is mind-blowingly sensitive, not to mention the tailored messaging. And if they miss one cut-and-paste, leaving another client’s name or deal in the deck, trust is out the window. Kiss that sale goodbye. e
They’d benefit from tailored use of Copilot, but they don’t know what they don’t know, and therefore they .... wait. And continue with the old ‘this is how we’ve always done it’ mindset.
Sure, they might as a tech or someone in your IT to help them with Copilot. The trouble is, they are masters at implementation, but they do not know how to train sales teams.
Where Copilot Can Work
With the right guidance, Copilot + PowerPoint can help sales teams:
Draft a full pitch deck in minutes
Customize messaging by industry or persona
Build speaker notes instantly
Update proposals based on real conversations
Cool. So why do I need training to do that? Seems simple!
Doesn’t it??!
But here’s what you don’t see.
Without training we get vague prompts, inconsistent output and unreliable results. Or worse: your Sales Team puts so much stock in the output that they trust results that they shouldn’t. Simply because they haven’t been trained in how to vet those results consistently to make sure they trust what they are putting their name on.
Which leads to decreased adoption and sales teams that default to that ‘this is how we’ve always done it’ once again.
Trainers and MSPs, this part is for you:
Your opportunity to serve your clients just expanded. You get to be more than ‘just’ the team that installs Copilot (and we say that here at Excel and Flourish lovingly, because we KNOW how important that install is).
Instead, you get to be the team that helps clients use Copilot effectively, driving adoption, ROI and creating capacity. Your clients will return over and over, knowing that you’ve got what they need to get the most bang for their Microsoft buck.
So, if your clients are asking about Copilot but not using it well yet, let’s talk. We can help with role-based training (heyyyyy Sales Teams!), workflow solutions and improved efficiency.
And productivity. And client experience.
Are we the chicken or the egg? Discuss.
Just kidding. If you want to explore this option, let’s talk.
Because we all recognize that at this point, manual sales deck creation might as well be a stone tablet and a chisel, you know? There’s a better way. We can help. Email us at support@excelandflourish.com or DM on LI.