ChatGPT and Microsoft Copilot for Sales
ChatGPT and Microsoft Copilot for Sales
Photo by Matheus Bertelli on Pexels
ChatGPT and Microsoft Copilot are the two most accessible AI tools for sales professionals. Both are built on large language models (LLMs) that can generate human-like text, answer questions, analyze information, and help you work faster.
ChatGPT for Sales: Your AI Writing Partner
ChatGPT (by OpenAI) is the most popular general-purpose AI assistant. The free version gives you access to GPT-4o (limited messages), while ChatGPT Plus ($20/month) removes limits and adds file analysis, web browsing, and custom GPTs.
Practical Sales Use Cases for ChatGPT:
- Cold email drafts: "Write a cold email to a VP of Operations at a logistics company about our route optimization software. Keep it under 100 words, friendly tone, mention fuel cost savings."
- Prospect research summaries: Paste a company's About Us page and ask: "Summarize this company's main business, likely pain points, and what solutions they might need."
- Objection handling practice: "I'm selling a CRM to a small business owner who says 'we already use spreadsheets and they work fine.' Give me 3 responses that acknowledge their concern and pivot to the value of a CRM."
- Call prep: "I have a discovery call with a SaaS company's CTO. Generate 10 questions about their infrastructure, scaling challenges, and team structure."
- Follow-up emails: "Write a follow-up email to a prospect who went silent after our demo two weeks ago. Reference the demo, add value with a relevant case study mention, and suggest a brief check-in call."
ChatGPT Pro Tips for Sales:
- Use Custom Instructions to tell ChatGPT about your role: "I am a B2B sales rep selling [product] to [target audience]." This makes every response more relevant.
- Create a Custom GPT (Plus feature) with your product info, pricing, FAQ, and battle cards. Then ask it sales-specific questions grounded in your company's materials.
- Upload files (Plus feature): Drop in your product brochure, pricing sheet, or case studies as PDFs, then ask ChatGPT to generate content based on those materials.
Microsoft Copilot for Sales: Integrated AI
- Copilot in Edge Browser (Free): Summarize any web page (great for prospect research), draft emails, answer questions about the current page.
- Copilot in Outlook (M365): Draft email replies, summarize email threads, suggest follow-ups directly inside Outlook.
- Copilot in Teams (M365): Summarize meetings, capture action items, answer "what did we discuss about [prospect]?"
- Copilot for Sales (add-on): Integrates with CRM (Dynamics 365 or Salesforce) for AI-powered record updates, email drafts based on CRM context, and meeting summaries pushed to CRM.
ChatGPT vs. Copilot: When to Use Which
| Scenario | Best Tool | Why |
|---|---|---|
| Writing cold emails from scratch | ChatGPT | More creative, better personalization |
| Summarizing a prospect website | Copilot in Edge | Directly reads the page you're on |
| Drafting email replies | Copilot in Outlook | Integrated into your inbox |
| Brainstorming strategies | ChatGPT | Better at open-ended creative thinking |
| Meeting summaries | Copilot in Teams | Auto-captures the meeting |
| Custom sales content | ChatGPT Plus | Custom GPTs with company knowledge |
Key Takeaway
Use ChatGPT for creative sales tasks (email drafting, strategy brainstorming) and Copilot for integrated workflow tasks (web page summarization, email replies, meeting recaps). Many sales pros use both; they complement each other perfectly.
ChatGPT and Microsoft Copilot for Sales
Photo by Matheus Bertelli on Pexels
ChatGPT and Microsoft Copilot are the two most accessible AI tools for sales professionals. Both are built on large language models (LLMs) that can generate human-like text, answer questions, analyze information, and help you work faster.
ChatGPT for Sales: Your AI Writing Partner
ChatGPT (by OpenAI) is the most popular general-purpose AI assistant. The free version gives you access to GPT-4o (limited messages), while ChatGPT Plus ($20/month) removes limits and adds file analysis, web browsing, and custom GPTs.
Practical Sales Use Cases for ChatGPT:
- Cold email drafts: "Write a cold email to a VP of Operations at a logistics company about our route optimization software. Keep it under 100 words, friendly tone, mention fuel cost savings."
- Prospect research summaries: Paste a company's About Us page and ask: "Summarize this company's main business, likely pain points, and what solutions they might need."
- Objection handling practice: "I'm selling a CRM to a small business owner who says 'we already use spreadsheets and they work fine.' Give me 3 responses that acknowledge their concern and pivot to the value of a CRM."
- Call prep: "I have a discovery call with a SaaS company's CTO. Generate 10 questions about their infrastructure, scaling challenges, and team structure."
- Follow-up emails: "Write a follow-up email to a prospect who went silent after our demo two weeks ago. Reference the demo, add value with a relevant case study mention, and suggest a brief check-in call."
ChatGPT Pro Tips for Sales:
- Use Custom Instructions to tell ChatGPT about your role: "I am a B2B sales rep selling [product] to [target audience]." This makes every response more relevant.
- Create a Custom GPT (Plus feature) with your product info, pricing, FAQ, and battle cards. Then ask it sales-specific questions grounded in your company's materials.
- Upload files (Plus feature): Drop in your product brochure, pricing sheet, or case studies as PDFs, then ask ChatGPT to generate content based on those materials.
Microsoft Copilot for Sales: Integrated AI
- Copilot in Edge Browser (Free): Summarize any web page (great for prospect research), draft emails, answer questions about the current page.
- Copilot in Outlook (M365): Draft email replies, summarize email threads, suggest follow-ups directly inside Outlook.
- Copilot in Teams (M365): Summarize meetings, capture action items, answer "what did we discuss about [prospect]?"
- Copilot for Sales (add-on): Integrates with CRM (Dynamics 365 or Salesforce) for AI-powered record updates, email drafts based on CRM context, and meeting summaries pushed to CRM.
ChatGPT vs. Copilot: When to Use Which
| Scenario | Best Tool | Why |
|---|---|---|
| Writing cold emails from scratch | ChatGPT | More creative, better personalization |
| Summarizing a prospect website | Copilot in Edge | Directly reads the page you're on |
| Drafting email replies | Copilot in Outlook | Integrated into your inbox |
| Brainstorming strategies | ChatGPT | Better at open-ended creative thinking |
| Meeting summaries | Copilot in Teams | Auto-captures the meeting |
| Custom sales content | ChatGPT Plus | Custom GPTs with company knowledge |
Key Takeaway
Use ChatGPT for creative sales tasks (email drafting, strategy brainstorming) and Copilot for integrated workflow tasks (web page summarization, email replies, meeting recaps). Many sales pros use both; they complement each other perfectly.
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