Azure OpenAI-Based Copilot Boosts Research and Communication Speed for Sales and AM

Summary

INNERLUXES built a custom Sales Copilot powered by Azure OpenAI and integrated with its on-premises SharePoint storage and Microsoft Teams. The tool helps the sales and account management teams respond to client requests faster and with greater relevance by automatically enriching draft replies with references to INNERLUXES case studies, concise expertise summaries, and suggested next steps.

An Internal Initiative to Put Generative AI to Work in Sales

To explore the business value of generative AI, INNERLUXES launched an internal initiative to equip its sales and account management teams with an AI-powered assistant. Rather than relying on an out-of-the-box product, the team built a custom Sales Copilot on Azure OpenAI, integrated with INNERLUXES's on-premises SharePoint and Microsoft Teams, designed to prepare faster, more relevant client communications by automatically enriching responses with case studies and summaries of INNERLUXES's expertise.

Adopting Sales Copilot Without Reworking the Microsoft Environment

Putting the Sales Copilot in place required no major changes to the existing Microsoft environment. The INNERLUXES IT team integrated Azure OpenAI with on-premises SharePoint for secure access to project files and added a Teams extension as the user interface, then configured role-based access management to control data visibility and protect sensitive information.

Preparing Client-Ready Responses in Teams

When discussing potential projects with prospects, sales teams need to quickly show relevant experience and propose a clear way forward. Previously, representatives spent considerable time searching a large internal case study database or asking the marketing team for help. Now the Sales Copilot handles this directly in Teams:

• A sales manager submits a short query describing the client's request, and the Copilot instantly generates a polished draft message.
• The draft opens with a short summary of INNERLUXES's expertise in the requested domain to set the context.
• It then highlights a carefully chosen set of relevant, credible case studies pulled from the internal database.
• Alongside them, it suggests a sample sequence of next steps — from arranging an introductory call to planning a discovery session — to guide prospects through the early stages of cooperation.

This removes the need to compile and edit experience summaries by hand, speeds up response times, and lets sales managers focus on tailoring each message to the specific client's context.

Faster, Richer, and More Consistent First Communications

With the Sales Copilot, the INNERLUXES sales and account management teams no longer spend time manually compiling case study selections or drafting emails from scratch. The tool generates prospect-ready messages directly in Teams — summarizing relevant experience, highlighting fitting case studies, and often suggesting natural next steps. As a result, the first communication with a prospect is faster to prepare, richer in content, and more consistent across the team; by making sure most initial emails include concrete evidence of INNERLUXES's experience, the Copilot strengthens credibility and drives stronger engagement from the very start of the relationship.

Technologies and Tools

Azure OpenAI, Microsoft Teams, SharePoint.