Coach Pilot Launches Native Integration with Microsoft Copilot and Teams

Your Sales Process is Now Everywhere

Your sales team lives in Microsoft Teams. They collaborate on deals, they share files, and they jump on calls. It’s the central nervous system of your sales operation. 

And now, with Microsoft Copilot, they have AI embedded directly into that workflow. It can summarize meetings, draft emails, and pull data from your CRM. It’s a powerful productivity booster.

But it’s not a sales coach.

Copilot, on its own, is a generalist. It doesn’t know your sales process. It doesn’t understand the nuances of your buyers. It can’t tell a rep what to do next to move a deal forward. It’s a tool, not a system.

Today, we are changing that. We are pumped to announce the native integration of Coach Pilot with Microsoft Copilot and Microsoft Teams.

This isn’t just another app for Teams. This is the infusion of a proprietary Performance Execution System directly into the Microsoft ecosystem where your team already works.

We are turning Copilot from a general assistant into a hyper-specific, 24/7 sales coach that knows your winning formula inside and out.

The Problem: Tool Overwhelm and Context Switching

The average seller is only spending 30% of their time actually selling. The other 70% is spent on administrative tasks, internal meetings, and wrestling with a bloated tech stack. Call recorders, deal rooms, CRMs, different LLMs—the list goes on. 

Microsoft Copilot and Teams help reduce some of this friction, but they don’t solve the core problem: your reps are still guessing. They’re switching between a Teams chat, a CRM record, and a dusty playbook on a SharePoint site, trying to piece together the right next step. This context switching kills momentum and creates The Gap between your strategy and their execution.

The Solution: Coach Pilot Embedded in Your Microsoft Workflow

Our native integration solves this problem by bringing expert guidance directly to your reps, right where they are working.

Here’s what the Coach Pilot integration with Microsoft Copilot and Teams delivers:

1. In-the-Moment Coaching in Microsoft Teams

Imagine your reps are in a Teams channel discussing a critical deal. They can now @mention Coach Pilot and ask a question like, "@CoachPilot, the champion on the Acme deal just went dark. What’s the play?"

Instead of a generic suggestion, Coach Pilot, infused with your custom sales process, provides a precise, playbook-approved directive:

"A dark champion at this stage is a red flag. Send this specific follow-up email by 2pm today. Then, reach out to their direct report tomorrow at 9am with these three talking points. Update the CRM and mark the deal as At Risk."

Guidance is now everywhere. It’s in the conversation, in the moment of need.

2. A Supercharged Microsoft Copilot

When your reps use Microsoft Copilot, they will now have the power of Coach Pilot’s proprietary AI engine behind it. Our engine, built on 1,500+ IP playbooks and 5,000+ super-detailed prompts, turns Copilot into a sales savant.

• Deal Risk Analysis: Ask Copilot, "What are the risks on the Acme deal?" and get an analysis based on your MEDDIC or Challenger methodology, not just generic sentiment.

• Objection Handling: "How do I handle the price objection?" and get the exact, playbook-approved response.

• Email Crafting: "Draft a follow-up email for the Acme deal," and get a hyper-specific email that aligns with your sales process, not a generic template.

3. Unrivalled Security and Simplicity

This is not a third-party integration. Coach Pilot is deployed as a native application within your Microsoft tenant. Your data never leaves your secure environment. You inherit all the security and compliance of the Microsoft ecosystem.

There are no new security reviews, no data processing agreements to negotiate, and no risk of your proprietary sales data ending up on a third-party server. It’s the ultimate combination of security and performance.

The 8-Week Transformation: From Chaos to Consistency

Getting started is a structured, 8-week process designed for immediate impact:

• Weeks 1-2: We Build Your Blueprint. We codify your winning sales process.

• Weeks 3-4: We Train Your Team. We deliver immersive, live workshops to build muscle memory.

• Weeks 5-6: We Embed the AI. We deploy Coach Pilot into your Microsoft Copilot and Teams environment.

• Weeks 7-8: We Optimize for Performance. Through weekly live coaching calls, we ensure the system is delivering results.

The Future of Work is Here

The future of sales isn’t about adding more tools. It’s about making the tools you already have smarter. It’s about embedding intelligence directly into the flow of work.

With the native integration of Coach Pilot and Microsoft Copilot, we are delivering on that future today. We are turning the Microsoft ecosystem from a suite of productivity tools into a powerful Performance Execution System.

Stop letting your team guess. Stop accepting inconsistent results. It’s time to install a system that guarantees execution.

Ready to see how Coach Pilot can transform your Microsoft Teams and Copilot experience?

[Get Started]

FAQ: Coach Pilot for Microsoft Copilot and Teams

1. What are the technical requirements for this integration? 

You will need a Microsoft 365 subscription that includes Microsoft Teams and licenses for Microsoft Copilot. Our integration is built on the native Microsoft framework, ensuring seamless compatibility.

2. How is this different from just using the standard Microsoft Copilot?

Standard Copilot is a general-purpose AI. It can summarize documents and draft emails, but it doesn't understand your sales process. Coach Pilot infuses Copilot with your specific GTM blueprint and our proprietary sales intelligence, turning it from a generalist into a specialist sales coach.

3. Does Coach Pilot access our company’s data in Microsoft 365?

No. Coach Pilot operates as a secure, isolated application within your Microsoft tenant. It only accesses the data you explicitly provide in a Teams chat or a Copilot prompt. It does not have broad access to your SharePoint, OneDrive, or other data repositories. Your data privacy is paramount.

4. Can we customize the guidance the AI provides?

Absolutely. The entire system is built around your custom sales process. During the 8-week onboarding, we work with you to codify your winning formula. That blueprint is what powers the AI. If your process changes, we update the blueprint, and the AI guidance is updated immediately.

5. How does the Teams integration work with private channels and chats?

You can add Coach Pilot to any team, channel, or group chat where you want to enable sales coaching. For private discussions, you can interact with the Coach Pilot bot in a one-on-one chat to get guidance on specific deals without exposing the information to a wider group.

6. What is the role of the weekly live coaching calls?

The weekly coaching calls are a critical part of the system. They ensure that the AI is performing as expected and that your team is using it effectively. Our experts review deals, provide strategic guidance, and continuously optimize the system based on real-world results. This human-in-the-loop approach is what guarantees long-term success.

7. How does this integration impact our existing CRM (e.g., Salesforce, HubSpot)?

Coach Pilot complements your CRM. While your CRM is the system of record for customer data, Coach Pilot is the system of action for sales execution. The guidance provided by Coach Pilot in Teams and Copilot will often direct reps to take specific actions within your CRM, ensuring better data hygiene and process adherence.