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How AEC Firm Sales teams can gain a competitive edge with Copilot and AI

Natalie Brooks
12 Aug, 2024

For many Architecture, Engineering, and Construction (AEC) firms today, technology plays a pivotal role in driving innovation and productivity. With that said, we now have Microsoft Copilot, a groundbreaking AI tool integrated into Microsoft 365 and Dynamics 365. Copilot represents a significant leap forward in AI and natural language processing, offering unmatched assistance to sales staff within AEC firms.

Copilot stands out as the world's first AI assistant seamlessly integrated into business and productivity applications like Microsoft 365 and Dynamics 365. This cutting-edge technology revolutionizes the way AEC firms operate, particularly when combined with industry-specific solutions like aec360.

At the core of the aec360 industry solution lies Dynamics 365 and the Power Platform. Now, with the introduction of Copilot, aec360 users can unlock a new level of productivity, visibility, and efficiency. 

Capabilities of Microsoft Copilot in aec360

  • Enhanced Client Engagement: Copilot empowers sales teams to engage with clients more effectively by offering real-time insights, personalised recommendations, and automated communication. Through its integration with Dynamics 365, Copilot assists sales representatives in understanding client needs, tracking interactions, and delivering tailored solutions, driving higher client satisfaction and retention rates. 

  • Improved Customer Service: Customers want better service, and they want to talk to technology like they talk to people. This change in how they use technology means they need AI solutions that can understand and answer them in natural language. AEC firms that meet these needs will have happier customers and a stronger brand. 

  • Streamlined Workflows: With Copilot's AI capabilities, routine tasks such as scheduling meetings, updating records, and drafting emails are automated, freeing up valuable time for teams to focus on strategic initiatives and relationship-building activities. By seamlessly integrating with Dynamics 365 and other Microsoft applications, Copilot ensures that sales processes are streamlined, efficient, and error-free. 

  • Data-driven Decision Making: Copilot leverages advanced analytics and machine learning algorithms to analyse vast amounts of data from Dynamics 365 and external sources. This enables marketing and sales teams to make informed decisions based on actionable insights, such as identifying sales opportunities, predicting client behaviour, and optimizing pricing strategies. To make the most of AI in AEC, firms must have strong data governance practices in place as copilot needs well-structured data sources to generate useful insights. By harnessing the power of data-driven intelligence, AEC firms can stay ahead of the competition and drive revenue growth. 
  • Improved Collaboration: Copilot facilitates collaboration and knowledge sharing among sales teams by providing access to relevant information, best practices, and expert recommendations. Whether it is collaborating on client proposals, sharing market insights, or seeking input from colleagues, Copilot fosters a culture of teamwork and innovation within AEC firms leveraging the aec360 platform.

    Continuous Learning and Development: Copilot serves as a virtual coach for sales teams offering personalized recommendations, training resources, and performance insights. By analysing successful sales strategies and client interactions, Copilot helps sales teams enhance their skills, overcome challenges, and achieve greater success in their roles. With Copilot's guidance, AEC firms can empower their sales teams to adapt to changing market dynamics and drive business growth.

    Enhancing productivity: AI will enable people in AEC firms to achieve more. AI will increase the level of proficiency and skill so that employees can concentrate on higher-level tasks, decision-making, and creative problem-solving.

    What can we say Microsoft's Copilot AI represents a significant change for AEC firms leveraging the aec360 platform. By seamlessly integrating with Dynamics 365 and other Microsoft applications, Copilot enhances client engagement, streamlines workflows, enables data-driven decision-making, fosters collaboration, and promotes continuous learning and development. As AEC firms embrace Copilot, they can unlock new opportunities for innovation, efficiency, and success.

Learn more about why organisations need to adopt AI

How to follow a structured approach to AI adoption, how AI affects staff roles, and how you can benefit from some quick wins by viewing the podcast with our special guest Sam Smith, Cloud Solution Architect, HSO

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