Accelerate Sales success with the Microsoft Copilot Readiness Assessment

Prepare your organisation for AI-powered selling with Wanstor’s expert readiness assessment.

Secure your spot

What we assess

 

  • Technical Environment:

Microsoft 365 Apps deployment, OneDrive, Teams transcription, Loop enablement, licensing, privacy settings.

  • Data Governance:

SharePoint permissions management, DLP policies for data protection, and retention configuration settings.

    • Security & Compliance:

    MFA, Conditional Access security policies, sensitivity labels for data classification, and advanced threat protection.

    • Organisational Readiness:

    Stakeholder engagement, ADKAR change management framework, and a user enablement strategy.

    Copilot for Sales focus

    • CRM integration checks

    Validate seamless connectivity between Microsoft Copilot and your CRM system to ensure accurate data flow and real-time insights for sellers.

    • Data hygiene for semantic index

    Assess and optimise the quality of your sales data, removing duplicates and inconsistencies to improve Copilot’s ability to deliver relevant, context-aware recommendations.

    • Sales workflow optimisation

    Review existing processes to identify opportunities where Copilot can automate repetitive tasks, streamline pipeline management, and enhance productivity.

    • Use cases: pipeline analysis, meeting prep, proposal generation

    Explore practical scenarios where Copilot adds value, such as analysing pipeline health, preparing for client meetings with actionable insights, and generating tailored proposals quickly.

     

     

    How it works

    • Step 1: Prerequisite Assessment

    We review your Microsoft 365 environment, licensing, and technical configurations to confirm readiness for Copilot deployment.

    • Step 2: Governance Review

    A detailed analysis of data access, compliance policies, and security controls to ensure safe and responsible AI adoption.

    • Step 3: Business Workshop

    Collaborate with your stakeholders to identify high-value Copilot for Sales use cases and align them with your business objectives.

    • Step 4: Tailored Recommendations

    Deliver a customised roadmap with actionable steps for technical enablement, governance improvements, and user adoption strategies.

    Key benefits

     

    • Reduce risk and ensure compliance

    Identify and mitigate potential security and governance gaps before enabling Copilot, ensuring your organisation meets regulatory and internal standards.

    • Unlock productivity gains for sales teams

    Empower sellers with AI-driven insights and automation, reducing time spent on manual tasks and accelerating deal cycles.

    • Build a clear roadmap for adoption

    Receive a structured, actionable plan tailored to your business needs, guiding you through technical enablement, governance, and user training.

    • Measure ROI with Microsoft’s Business Case Builder

    Quantify the impact of Copilot adoption using proven metrics, helping you demonstrate value and secure stakeholder buy-in.

    Sign up for your Copilot Readiness Assessment

    “
    4.5 hours saved per seller per week on tasks like drafting proposals, updating CRM records, and preparing for meetings.
    “
    10% increase in proposal output per month, enabling sellers to respond to more opportunities.
    “
    16% improvement in win rates, thanks to faster, more personalised engagement.