Microsoft 365 Copilot

Implementation and Training Services

What is the value of Microsoft 365 Copilot for an Organization?

  • Copilot in Word
    Generate content intelligently through simple prompts
    30%
    Efficiency Increase
  • Copilot in Excel
    Simplify data analysis processes to quickly provide insights
    30%
    Efficiency Increase
  • Copilot in PowerPoint
    Quickly generate presentation documents based on existing materials
    30%
    Efficiency Increase
  • Microsoft 365 Chat
    Provide comprehensive solutions by integrating information across applications
    40%
    Efficiency Increase
  • Copilot in Teams
    Precisely review meeting content to extract key points
    60%
    Efficiency Increase
  • Copilot in Outlook
    Easily compose emails and intelligently reply across languages
    40%
    Efficiency Increase

Microsoft 365 Copilot
Implementation and Training Services

  • Using Copilot in Sales

    Copilot assists sales teams in completing complex tasks, such as following up leads, updating CRM data, preparing meetings and calls, enabling sales to focus on closing deals and enhancing the quality of customer service.

    • Customer meetings

    • Sales pitches

    • Shortening the time to respond to RFPs or quotations

    • Creating proposals

    • Gathering customer feedback

    Benefits of Using Copilot
    Increase Sales Opportunities
    Automate and streamline preparation for meetings, track tasks, etc. Better support sales team to dig out more opportunities via eDM, proposal creation and customer and product information research.
    Improve Deal Closing Rate
    Enhance customer interaction within the sales process, such as sending emails and meeting notes, to improve transaction efficiency. In addition, improve task assignment, task distribution, and effective promotion of sales activities.
    Increase Revenue Per Sale
    Copilot enhances the expansion of customer sales by enabling sales people to use Copilot to obtain sales opportunities and suggestions, coming out the win-win cases. Copilot can also assist in proposals and quotation.
    Increase Customer Retention Rate
    Although the quality of sales materials and interactions is crucial, companies can also improve customer retention through proactive and timely solutions, and customer feedback can be used for product development.
  • Using Copilot in Marketing

    Copilot can help team coordinate and create effective marketing contents:

    • Gathering and sharing product feedback

    • Creating new products/services

    • Conducting market research

    • Product launching

    • Creating BoMs

    Benefits of Using Copilot
    Increase Brand Value
    Enhance customer interactions, such as sending emails and assisting meetings, to improve transaction efficiency. Additionally, improve task assignment and distribution, effective promotion of marketing activities can also increase deal closing rate.
    Increase Potential Customer Base
    Automate and streamline meeting preparation, task tracking, etc. Enable marketing team to dig out more sales leads through emails, proposal creation, customer and product information research.
    Reduce Costs
    Copilot can easily gather research information and provide simple prompts to respond to RFPs in detail. Companies can also use Copilot Studio to create customized agents to solve specific business problems.
  • Using Copilot in HR

    With the changing expectations of employees, the emergence of multi-generational workplaces, the difficulty talent retainment continuously increase. AI is being used to predict employee turnover to innovate HR process. Copilot helps to strengthen data analysis, improve quality and creativity, and thus improve key performance indicators.

    • Increase organizational agility

    • Improve employee experience

    • Optimize HR plan

    • Develop employee insights

    Benefits of Using Copilot
    Reduce Hiring Costs
    Employees can use Copilot to help with JD drafting and interview summary writing. The hiring process can be refined through intelligent CV filtering, candidate communication, and onboarding process improvement, which will highly reduce the time spent on recruitment.
    Employee Turnover
    Copilot can reduce the pressure of tasks and improve the value of activities that help improve employee job satisfaction, thus reducing turnover.
    Shorten Onboarding Time
    Through personalized information and training, accelerate the pace at which new employees achieve value.
  • Using Copilot in Finance

    AI is transforming key tasks in finance, such as forecasting, budgeting, financial analysis, and performance management. AI-driven insights can provide analysis capabilities and improve the accuracy of financial forecasting.

    • Construct business cases

    • Optimize business processes

    Benefits of Using Copilot
    Improve Payment Collection Cycles
    Through enhanced communication with customers and suppliers to improve payment collection efficiency. Copilot can better assist discount payment and behavior analysis to improve bussiness process and thus speedup decisnew product launching, pricing and promotion plans.
    Reduce Financial System and Tool Costs
    Copilot can integrate with ERP system and other tools without needs for system upgrade. It can improve data integration and analysis speed directly.
    Reduce Departmental Expenses
    Automate tasks that may be outsourced or performed by working level staff.
  • Using Copilot in IT

    Copilot can help reduce the workload of IT and support staff:

    • Create project plans: Copilot can assist IT professionals in writing, editing, summarizing, and creating documents to optimize work efficiency.

    • Record and communicate best practices: Copilot can help create comprehensive documents without the need for system configuration, network settings, or best practices, and Copilot can generate clear and concise content.

    • Procure new solutions: Copilot can streamline and expedite meetings, create documents, and conduct more effective meetings and activities, making team procurement processes more efficient.

    Benefits of Using Copilot
    Reduce Unfinished Support Tickets
    Microsoft Copilot can assist in automating and streamlining workflows to improve customer service, helping IT with documentation and collaboration, and supporting team to achieve seamless collaboration and consistent service delivery.
    Reduce Application Downtime
    Microsoft 365 Copilot is an application-based model that can be used to automate and streamline workflows, helping IT to proactively resolve issues, reduce system downtime, and improve user experience.
    Reduce Costs
    Microsoft 365 Copilot offers significant cost savings by automating tasks to cut down manual work and problem-solving, enhancing IT staff efficiency to minimize the need for extra resources, and proactively addressing issues to lower downtime and boost service quality.

Features of Our Microsoft 365 Copilot Training?

  • Tailored to Your Business, Better Understand You

    By researching your business pain points and goals, our experienced service team formulates Copilot deployment plans and service solutions that align with your business scenarios.

  • AI Agent Development and Service Expertise

    NovaTech has extensive experience in AI agent development, which gives us a deeper understanding of the capabilities and limitations of AI. Combining over 100 AI project experiences, we maximize the power of AI.

  • Copilot Companion Service

    With the continuous evolution of AI tools, AI scenarios in enterprise are constantly developing and optimizing, and innovative ideas about AI are endless. NovaTech's AI companion service provides guidance throughout the AI journey for enterprises.

  • Dedicated AI Operation Team

    NovaTech AI support center offers full support for AI in business. Our expert team help you with AI usage, ensuring good results and ongoing help. This assists you in staying ahead in the AI field.

NovaTech AI Implementation Methodology

    Enterprise Research
    Phase 1
    Understand the company's pain points, usage scenarios, and potential value to clarify goals and priorities.
    First Training Session
    Phase 2
    Enhance employees' understanding and confidence in AI to ensure full participation and a sense of shared purpose.

    Organize comprehensive training

    AI scenario list

    Scenario demonstration

    User Utilization
    Phase 3
    Apply AI products in real scenarios to establish success paths and find a sense of achievement.

    Use skill documents

    On-site user support

    Product usage analysis

    Second Training Session
    Phase 4
    Deepen the use of AI products, showcase successful cases to boost confidence.

    AI achievement display

    Advanced training

    Expert sharing

    Leadership support

    Continuous Optimization
    Phase 5
    Continuously demonstrate and expand AI results, comprehensively enhance corporate capabilities.

    Cultivate more AI experts

    Encourage AI innovation

    Increase AI investment

  • Introduction to NovaTech Copilot Services
    This document introduces how NovaTech provides Microsoft 365 Copilot services, including methodology and core values.
  • Introduction to Copilot's Products and Features
    This document details the features and scenarios of Microsoft 365 Copilot, helping you better understand M365 Copilot products.
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