Sales Copilot
Quick definition
AI assistants that help sales reps in real-time during calls with suggestions, battle cards, and next best actions.
Detailed explanation
Sales Copilots are the newest generation of AI sales tools - they sit as a "passenger" in your calls and meetings. During a conversation, they transcribe in real-time, detect what's being discussed (pricing, competitor, objection), and automatically show relevant content in a sidebar: battle cards, case studies, pricing info, objection responses. After the call, they generate automatic summary, action items, and suggest next steps. Tools like Microsoft Sales Copilot, Gong Assist, or Clari Copilot function as your "second brain" that helps you sell better through instant access to all information you need. It's especially valuable for new reps (they have expert knowledge readily available) and complex sales (lots to remember and navigate).
Synonyms
Examples
During demo call, prospect mentions a competitor. Copilot recognizes this and instantly shows your battle card: their weaknesses, proven talking points, win stories. You use this info in real-time to differentiate → prospect is impressed by knowledge.
Prospect asks about Salesforce integration. Copilot detects this, shows technical documentation and case study of similar company using Salesforce. You share these during conversation → credibility boost, technical objection handled smoothly.
When to use this?
Implement Sales Copilot for your team when you have complex product with many features and info, when you want to onboard new reps quickly, or with enterprise sales where you need to know a lot. Especially powerful combined with good enablement content.
Match-day approach
Match-day implements Sales Copilot and ensures the underlying content library is solid. An AI assistant is only as good as the content it has - so we first build battle cards, case studies, objection handlers, and product info. Then we implement the Copilot, train reps in using it during calls (don't become too dependent!), and optimize based on which content gets requested most. We also measure impact on win rates and ramp time.
Related terms
Conversation Intelligence
Software that records, transcribes, and analyzes sales calls to provide insights and improve performance.
Customer Relationship Management (CRM)(CRM)
Software for managing all interactions with prospects and customers throughout the entire customer lifecycle.
Sales Enablement
Strategically equipping your sales team with the right content, tools, training, and processes to sell more effectively.
Learn more
Wil je weten hoe je sales copilot effectief inzet in jouw organisatie? Neem contact op met Match-day.
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