# Copilot for Sales Reviews **Vendor:** Microsoft **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.2/5.0 **Total Reviews:** 22 ## About Copilot for Sales Copilot for Sales is a seller experience app that automatically captures Office 365 and Microsoft Teams data into any CRM tool, eliminating manual data entry to help you focus on selling ## Copilot for Sales Pros & Cons **What users like:** - Users value the **automation of meeting summaries and action items** , enhancing productivity and meeting efficiency. (1 reviews) - Users appreciate the **seamless integration with Microsoft 365** , enhancing productivity and streamlining their workflow effortlessly. (1 reviews) - Users value the **automation of meeting summaries** , enhancing productivity and preparation for sales meetings with ease. (1 reviews) - Users value the **ease of use** of Copilot for Sales, seamlessly integrating with Microsoft 365 for efficient workflows. (1 reviews) - Users appreciate the **seamless integration with Microsoft 365** , enhancing productivity directly within familiar applications. (1 reviews) **What users dislike:** - Users report **accuracy issues** with Copilot for Sales, as it can sometimes provide incorrect or fabricated information. (1 reviews) - Users experience **dependency issues** with Copilot for Sales, as its performance hinges on CRM data quality. (1 reviews) - Users find the **high cost** of Copilot for Sales burdensome, especially for small and medium-sized businesses. (1 reviews) - Users report frequent **inaccuracy** in Copilot for Sales, with the AI sometimes creating false information or summaries. (1 reviews) - Users report **inaccurate summarization** from Copilot for Sales, leading to confusion and miscommunication in complex tasks. (1 reviews) - Learning Curve (1 reviews) ## Copilot for Sales Reviews ### 1. Seamless Microsoft 365 Integration with Smart Meeting Summaries and Prep **Rating:** 4.5/5.0 stars **Reviewed by:** Sumit B. | Senior Network Engineer , Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Copilot for Sales?** 1. Seamless Integration with Microsoft 365: I love that Copilot works directly within the apps already in Microsoft 365, like Outlook and Microsoft Teams. 2. Automate the meeting summaries and action items: this comes with an AI-generated summary of the team's meeting. 3. Smart Meeting Preparation: Copilot can generate a briefing pack with recent interactions, suggested talking points, and this ensures sellers walk into every meeting also preparing opportunity summaries. **What do you dislike about Copilot for Sales?** Accuracy Issues: Copilot AI can "occasionally invent facts" or create inaccurate summaries, especially when using it with complex email threads or attempting creative tasks or generating PPTs. High Cost: The pricing is a significant barrier for small to medium-sized businesses. This will cost you around $30 per user monthly price tag. Data Dependency: Its effectiveness is entirely dependent on the quality in your CRM. A learning curve: Users need time to learn how to prompt it effectively. **What problems is Copilot for Sales solving and how is that benefiting you?** Time wasted in admin instead of selling: Sellers spend a large amount of time on non-selling tasks such as CRM updates, research, and note-taking. Sellers switching between too many applications: Sellers were switching between up to 40 tools per day, creating friction, stress, and lost productivity. Harder selling environment with rising expectations: sellers face increasing performance expectations, more accounts to serve, and rising complexity. ### 2. Good tool from Microsoft 365 **Rating:** 4.0/5.0 stars **Reviewed by:** Arif A. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Copilot for Sales?** Its user-friendly interface the many functions are  neatly grouped into sections. The insights are also very helpful in understanding how you and your team work. **What do you dislike about Copilot for Sales?** There's nothing as such still using this tool and learning However sometimes it does not take multiple mailboxes Sla tracking Meeting schedule etc **What problems is Copilot for Sales solving and how is that benefiting you?** Problem it is solving remote work and distributed teams It also provides way to track and measure team engagement Also helps to identify issues before problems ### 3. Perfect application for getting seller experience **Rating:** 4.0/5.0 stars **Reviewed by:** Sooraj S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Copilot for Sales?** refer to sales platform very usefull to checking the recent online resources reviews from the sellers ease of customer support **What do you dislike about Copilot for Sales?** not that much usefull to beginners compared to other reviewing applications cost is bit high **What problems is Copilot for Sales solving and how is that benefiting you?** resloving the seller quaries in.Understanding user testimonials or case studies related to Viva Sales can also provide insights into how it addresses specific problems and contributes to the overall benefit of its users. ### 4. Powerful Sales Enablement tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Copilot for Sales?** It is powerpacked with multiple life-saving features - 1. Automates data entry by capturing data from Salesforce and Dynamics 365 2. Relationship Management - You can mark any contact as your customer/non-customer from MS applications like Outlook. 3. The tool is so helpful that it creates transcripts from team meeting with the customers so that we can refer it after the sales call. 4. Takes personalization into account and automatically creates personalized emails for the customer. ... and so many other features. **What do you dislike about Copilot for Sales?** Currently its highly Microsoft centric, but can expand its integrations. **What problems is Copilot for Sales solving and how is that benefiting you?** Making the sales process quick and efficient with AI capabilities like Automatic Data capture, customer tagging, transcipts, etc. It has considerably saved us a ton of mannual effort and time. Now we can focus on the customer and the product rather than the time-consuming unwanted mannual portion of the sales process. ### 5. Viva Sales - A Mixed Bag of Potential **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2023 **What do you like best about Copilot for Sales?** Viva Sales has some promising features that stand out. First and foremost, its AI-driven capabilities are impressive. It can quickly analyze and segment leads, providing valuable insights to sales teams. **What do you dislike about Copilot for Sales?** Viva Sales falls short in several areas. The user interface is not as intuitive as one would hope, and there's a steep learning curve for new users. The AI recommendations, while helpful in some cases, are not always accurate, which can lead to wasted time and missed opportunities. **What problems is Copilot for Sales solving and how is that benefiting you?** It helps with lead management and segmentation, which is particularly beneficial in saving time for our sales teams. By automating these tasks, it allows our reps to focus on higher-value activities, such as engaging with potential customers and closing deals. ### 6. Super Tool for Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Vijay D. | Content Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Copilot for Sales?** It helps in managing b2b sales and marketing process, to track leads, to manage customer support relationship, and to evaluate sales results and overall performance. **What do you dislike about Copilot for Sales?** I didn't see any dislikeness in viva sales. **What problems is Copilot for Sales solving and how is that benefiting you?** It solve my problems about tracking leads, checking its performance and results. It make easiness to manage sales process. ### 7. The Best in its field **Rating:** 5.0/5.0 stars **Reviewed by:** Akas N. | Technical Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Copilot for Sales?** Sales has become very easy with Viva sales. Complete game changer. **What do you dislike about Copilot for Sales?** There is nothing as such which i dont like about Viva sales **What problems is Copilot for Sales solving and how is that benefiting you?** Viva sales is helping me to pass information from the CRM to other Microsoft applications, and vice versa. ### 8. Let's go, Viva **Rating:** 3.5/5.0 stars **Reviewed by:** Clayton M. | Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2023 **What do you like best about Copilot for Sales?** I like the copilot feature which helps me to complete my day-to-day tasks and generate personal email drafts. Also, it provides real-time insights into my customers and deals. **What do you dislike about Copilot for Sales?** There is limited CRM integration and it took a while for me to learn how to use it effectively. **What problems is Copilot for Sales solving and how is that benefiting you?** Providing insight to our customers The mobile app makes it easy to use on the go And has boosted our overall collaboration and connectivity ### 9. Microsoft Viva Sales is a great application to manage customer relations. **Rating:** 4.5/5.0 stars **Reviewed by:** Ritvik A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2023 **What do you like best about Copilot for Sales?** Viva sales is a great application and it automatically feeds and enters data into our customer satisfaction (nps score,etc.) tracker. I like its user-friendly interface and our need for manual entries has been reduced considerably by using it. It's analytics tab gives one of the best data-backed insights. The best advantage enables team members to collaborate easily over drive. Not very competitors are available in this domain. **What do you dislike about Copilot for Sales?** Initially, onboarding & setting up with viva sales was slightly tricky. After a point, we ended up using the analytics team for further insights and interactions. Apart from these, the software seems reasonable enough, and I hope it sees more improvements as we go along. It's a slightly new application and has a lot of scope for improvement. **What problems is Copilot for Sales solving and how is that benefiting you?** With the help of its AI algorithms, it directly delivers feedback on our product, NPS, and insights on our services which we usually would take time to compute and understand. The application helped us a lot in timely understanding issues from our end. ### 10. Top Notch Tool for Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Satish K. | Head Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Copilot for Sales?** - Its User Interface - Analysis of Data - Dashborad which provides glimps of overall performance in single screen **What do you dislike about Copilot for Sales?** Everything is Great, I did not find any issue **What problems is Copilot for Sales solving and how is that benefiting you?** Data Analysis and representation in better manner was the problem which has been solved by Viva Sales. ### 11. Good software for CRM system **Rating:** 4.5/5.0 stars **Reviewed by:** Vikas S. | Human Resources Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2023 **What do you like best about Copilot for Sales?** CRM System Modern ways of selling Empowered sales perosns **What do you dislike about Copilot for Sales?** Physical intervention needs to be reduced. **What problems is Copilot for Sales solving and how is that benefiting you?** Improvement in productivity of sales force ### 12. Viva sales helping business transformation through CRMs **Rating:** 3.0/5.0 stars **Reviewed by:** Ziad O. | Technical Team Lead / Systems Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Copilot for Sales?** Ease of data collection from office products **What do you dislike about Copilot for Sales?** Not enough community yet, if you check reddit and online in general. lots of open questions **What problems is Copilot for Sales solving and how is that benefiting you?** data entry automation ### 13. Decent product with specialised tools **Rating:** 5.0/5.0 stars **Reviewed by:** Sajal W. | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Copilot for Sales?** This is the best CRM I have ever used. Initially, it wasn't easy to use, but now we have a basic idea of how to use the product at its full capacity. The best part is it automatically captures data into crm. **What do you dislike about Copilot for Sales?** Sometimes our team used to feel complicated to use as proper training is required to use this tool as without training, it will be difficult to use. Rest everything seems good. **What problems is Copilot for Sales solving and how is that benefiting you?** Automatically it transfers data from Microsoft 365, which is a great help for the team and us. We used to do it on our own before, but now we get a lot of help because of this tool. ### 14. Streamlining Sales with Viva Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Siddharth R. | Researcher, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Copilot for Sales?** The best thing i like about this software is that it include features like lead management, opportunity tracking, account management, and reporting on the same interface which lets me to manage all the sales data at one place. **What do you dislike about Copilot for Sales?** Some users might find the software's user interface difficult to navigate or not user-friendly but once you get familiar with it, it will be very easy to use and manage your sales data. **What problems is Copilot for Sales solving and how is that benefiting you?** The software helps businesses manage their relationships with customers by providing tools for tracking communication, noting important information about customers, and generating reports to help make informed decisions. It also provides businesses with valuable insights into their sales performance by generating reports and providing data analysis tools. ### 15. well it is very good FOR obtaining awards **Rating:** 4.5/5.0 stars **Reviewed by:** Jimmy B. | Gerente, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Copilot for Sales?** That I can obtain the resources and goods I need is very easy, enter the platform and let it direct you where you want to go, it is easy to navigate and very user-friendly. **What do you dislike about Copilot for Sales?** The truth is that in the time I've been using it, I haven't seen any disadvantages, although I must confess that I've used it very few times this year. **What problems is Copilot for Sales solving and how is that benefiting you?** Problems related to the company's marketing and advertising, as well as the execution of sales factors, product turnover, and customer approach. ### 16. Helping hands for business **Rating:** 4.0/5.0 stars **Reviewed by:** Yogesh L. | ENGINEER, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Copilot for Sales?** Viva Sales analyzes the activity of a person and provides actionable insights on how to increase the effectiveness of meetings and be more productive with time. The modules helps to set the gole and sales target. Feature to review the sales and analyze the target is best. It provide grater productivity and AI based feature. **What do you dislike about Copilot for Sales?** As it is AI driven, so it should be fine tune in the term of online learning functionality. Application should evolve with time. Further it has become more expensive to deal. **What problems is Copilot for Sales solving and how is that benefiting you?** It is solving the problem of sales arm of any company. It is reducing the time of sales person to deal with customer ### 17. Good but too expensive **Rating:** 3.0/5.0 stars **Reviewed by:** Jose C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Copilot for Sales?** We liked the system, it's easy and solves some sales processes, maybe there should be a more economical plan. **What do you dislike about Copilot for Sales?** The price is too high for what the program does, that's why I don't want to use it anymore. **What problems is Copilot for Sales solving and how is that benefiting you?** Resolve the sales and follow-up process with the agents. ### 18. Very powerfull, but complicated **Rating:** 3.5/5.0 stars **Reviewed by:** Aaron S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Copilot for Sales?** I useful to detect the the costumer flow **What do you dislike about Copilot for Sales?** It's kind of complicated to understand because incorporate too many tools **What problems is Copilot for Sales solving and how is that benefiting you?** identify the real intention from the costumer ### 19. simple but powerful sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Umesh B. | Business Head, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2023 **What do you like best about Copilot for Sales?** simple to use and automation tools which saves time for the sales person like me **What do you dislike about Copilot for Sales?** the graphical interface can be better with the integration of tasks **What problems is Copilot for Sales solving and how is that benefiting you?** the ready-to-use templates and automation helps in reaching target customers effectively ### 20. Viva Sales increase my productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Copilot for Sales?** Powerful content management system. You can easily share the info with the sales team. **What do you dislike about Copilot for Sales?** Is not a free tool, so that would be a barrier. **What problems is Copilot for Sales solving and how is that benefiting you?** AI makes complex tasks easy for te users to manage. Is great to have AI support while working. ### 21. Dynamic solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Sweety J. | manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Copilot for Sales?** Dynamic Salesforce CRM solutions to automatically capture data into any CRM **What do you dislike about Copilot for Sales?** Nothing as such but definitely will let you know if find any **What problems is Copilot for Sales solving and how is that benefiting you?** Viva supports connection.. insight purpose and growth empowering people and teams to be their best ### 22. Amazing UI **Rating:** 3.5/5.0 stars **Reviewed by:** Sandeep S. | Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2023 **What do you like best about Copilot for Sales?** The most important thing is that we can have iur data information managed and arraged **What do you dislike about Copilot for Sales?** Only update need is the concern which we face. **What problems is Copilot for Sales solving and how is that benefiting you?** There is no confusion that we have to search for our data - [View Copilot for Sales pricing details and edition comparison](https://www.g2.com/products/copilot-for-sales/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+02%3A54%3A37+-0500&secure%5Bsession_id%5D=0c148547-d684-4adb-aa48-080c72f526a9&secure%5Btoken%5D=7069662dc093c1e5695ce26cf0284f76d5c220961210803eb6ca524f0f08cdc1&format=llm_user) ## Copilot for Sales Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Performance Analysis** - Coaching - Peformance Tracking **Generative AI** - AI Text Summarization **Sales Analysis** - ROI Forecasting - Sales Forecasting **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Copilot for Sales Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,583 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,433 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews)