G2

Sumit B.

Senior Network Engineer

Computer & Network Security

Enterprise (> 1000 emp.)

2/17/2026

"Seamless Microsoft 365 Integration with Smart Meeting Summaries and Prep"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.