Microsoft Copilot training for sales & marketing teams in Singapore
Microsoft Copilot training for sales teams in Singapore: one hands-on day, onsite, on your own files. Account research. Proposals and campaigns.
Microsoft Copilot for sales & marketing teams
Sales and marketing teams on Microsoft 365 draft in Word, present in PowerPoint and follow up in Outlook. This programme works across all three, and treats meeting recall as a research source rather than a transcript dump.
Where the work happens
- Excel
- Outlook
- Word
- Teams
- PowerPoint
Sessions run inside the Microsoft 365 apps your team already has open all day, on your own files and your own tenant permissions.
Who this programme is for
Sales, account management and marketing teams. Teams licensed for Microsoft 365.
- Account managers and sales teams preparing for discovery meetings and renewals
- Bid and proposal teams responding to RFPs and tenders
- Marketers adapting approved content across channels and audiences
- Sales and marketing leaders deciding which claims AI may draft and who approves them
Not the right fit
- Teams looking for a vendor demo rather than hands-on practice
- Anyone expecting AI to send customer communications or publish content without review
- CRM implementation or marketing-automation build projects — this is applied assistant training
What the day covers
Module 1: Account research
Account briefs are assembled in Word from approved sources, separating what is evidenced from what is assumed.
Exercise. Build an account brief from approved sources, distinguish evidence from assumptions and prepare discovery questions.
What you leave with. A referenced account brief and meeting plan.
Module 2: Proposals and campaigns
Proposal outlines and campaign concepts move from Word into PowerPoint, keeping one approved set of claims across both.
Exercise. Turn a customer brief into a proposal outline, campaign concept and audience-specific messages.
What you leave with. A proposal template and campaign brief.
Module 3: Content and follow-up
Follow-ups are drafted in Outlook from your own meeting notes, with brand and factual review before anything is sent.
Exercise. Adapt approved content across channels and draft follow-ups from meeting notes with brand and factual review.
What you leave with. A content pack and follow-up workflow.
A worked example: Proposal summary from a Teams meeting
One exercise from the day, as it runs on your own material in Microsoft Copilot.
- What goes in
- The meeting recap from a discovery call and your approved capability deck.
- What is asked
- Draft an executive summary using only claims that appear in the deck, and list any customer need the deck does not address.
- What comes out
- A one-page Word summary plus a gap list for the account owner.
- What the reviewer checks
- Each claim is matched to the slide it came from, and the gap list goes to a person rather than being filled by the assistant.
Singapore rules the exercises respect
Sales and marketing output in Singapore carries obligations on both data and claims.
- Prospect data used in research and outreach is subject to the PDPA, including the Do Not Call provisions for telephone and SMS marketing.
- Marketing claims are checked against the Singapore Code of Advertising Practice and your own approved claims list.
- Customer names and deal terms stay out of prompts unless your workspace terms and internal policy allow them.
What this day does not cover
Scope is agreed before the session so the day stays hands-on.
- Building Power Automate flows, Copilot Studio agents or custom connectors — this is a day on using the assistant, not on developing with it.
- Tenant configuration, licence assignment or admin policy. We work inside whatever your administrators have already enabled.
- Migrating files into SharePoint or OneDrive. Copilot reaches the content your team can already reach, and that scope is a discussion for your IT team, not a training exercise.
Before the session
- A licensed Microsoft Copilot seat for each participant
- Working knowledge of your own sales process, offer and brand guidelines
- Anonymised or sample working files — an account brief, a past proposal, approved product copy
- No coding background required
Format and schedule
- Delivery
- On site in Singapore or remote, delivered live. Cohorts are kept small enough that every participant works on their own files rather than watching a screen share.
- Duration
- Typically one full day, or two half-days scheduled around quarter-end. Module order is adjusted to your calendar and tool stack.
- How each module runs
- Each module follows the same pattern: a short walkthrough of the technique, a hands-on exercise on your own data, then a review of what the assistant got wrong and how to catch it.
- Afterwards
- Participants leave with the prompt patterns, templates and review checklists produced during the session, so the work continues after the training day.
How your data is handled
- Exercises run inside your own tenant and your own licences, so your data does not leave your environment for the training.
- Files shared with the trainer in advance are anonymised extracts; customer records, pipeline data and pricing stay inside your own tenant and licences.
- Every module includes verification: checking output against the source, confirming what the assistant left out, and marking what still needs a human read.
- Customer-facing output is reviewed before it is sent or published. The programme teaches AI-assisted drafting and research, never unattended outreach.
Who runs the session
Abhijit Ghosh
Founder, Eagentix · Data & Generative AI Practitioner · Singapore
The programme is delivered by Abhijit Ghosh, who has spent 25 years in data and AI, including roles at Accenture, IBM, Deloitte, Cloudera, Tibco and Wipro. Sessions are run by the practitioner, not handed to a junior facilitator.
Questions about Microsoft Copilot for sales & marketing
Can it write proposals from our meeting notes?
It can draft from notes you supply, in Word and PowerPoint, using your approved claims. The module treats meeting recall as a research source to be checked rather than a transcript to be pasted, because the risk in a proposal is a claim nobody verified.
Do we need Copilot licences before the session?
Yes. The programme is hands-on inside your own tenant, so every participant needs an assigned seat on the day. If licences are still being rolled out, we schedule around the rollout rather than demonstrating on a screen share.
Why does Copilot give our team different answers to the same question?
Because it can only reach the files each person has permission to open, so two people asking the same question are often asking against different content. Recognising that is part of the first module, and it is the reason every exercise ends by checking the answer against the source.
Can we put prospect lists into the assistant?
Only within your workspace terms and internal policy, and outreach still has to respect the PDPA's Do Not Call provisions. The session uses public sources and anonymised CRM extracts for the research exercises.
How do we keep generated claims accurate?
Every exercise works from an approved claims list. Anything the assistant produces outside that list is flagged for marketing sign-off before it reaches a customer.