See share insights and content suggestions in Sales solution in Microsoft 365 Copilot

The Showpad eOS plugin for the Sales solution in Microsoft 365 Copilot provides buyer engagement insights within your day-to-day workflow. Spend less time searching and more time selling using AI-powered assistance via Showpad's Copilot for Sales plugin. Within the Sales modal, you can see Showpad engagement insights to help you craft tailored follow-up emails. Draft emails with Copilot and include recommended Showpad content.

See how it looks

Key features

• See Showpad insights in the Sales solution in Microsoft 365 Copilot 
• Draft emails using Copilot with Sales AI and include Showpad content 

You need this to succeed

• Showpad's Microsoft Copilot for Sales integration
• Feature availability depends on your subscription package
• Copilot for Sales Package add-on enabled by your admin
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    • Users with a Standard Copilot for Sales license will only have info available in the Copilot for Sales side pane of an opened email 
    • Users with the Premium Copilot for Sales license will have info available in the Summary by Copilot action card above the email thread with data provided by Showpad included

Do this step by step

1. In Outlook, open a received email. Click Apps and select Sales. 
2. Click the Sign In button to log in to your CRM. Choose your provider and follow the prompts to log in. 
3. To connect to Showpad eOS, click Sign in. Follow the log in flow to authenticate your account. 
4. You will now see Showpad insights in the Sales side panel and the Summary above email threads.

5. To include Showpad content in emails using the Draft with Copilot feature, click Draft an email. Fill out the prompt according to the message you'd like drafted. Copilot will include Showpad content it deems relevant, but you can also reference Showpad assets to be included. Click Create draft.

   Tip: Searching for specific content is not currently available in Copilot. We recommend using the Showpad Outlook plugin to retrieve content.

   

6. Review the drafted email. Click the Showpad asset links to view the selected content. Adjust the draft if needed. Once you're satisfied, copy the text and paste it into your email draft, then send to your recipients.