Microsoft Copilot for Sales Quoting: A Strategic AI Solution from Your Trusted IT Partner in Louisville

Partner with an IT Company That Builds Smarter Sales Workflows

As your business grows, your sales process must evolve with it. Manual quoting, scattered data, and inconsistent follow-up create friction that slows growth. Microsoft Copilot helps streamline and automate these challenges using AI—and Louisville Geek makes it happen.

As a Managed IT Services Provider and IT consultant, we work with businesses to:

Align Copilot with your current Microsoft licensing
Build custom AI assistants to accelerate quoting
Provide full support, hosting, and ongoing enhancements

We don’t just support your network—we help you scale smarter with the right technology.

1. We Manage Your Copilot Licensing and Setup

Getting started with Copilot begins with the right licensing. As your IT partner, we assess your current Microsoft environment and ensure you’re fully equipped for success.

Licensing Options We Help You Navigate

Microsoft 365 Copilot: Empowers Outlook, Word, Excel, and Teams with real-time AI. Requires Microsoft 365 E3/E5 or Business Standard/Premium
Copilot for Sales: Connects to CRMs like Salesforce or Dynamics 365. Brings lead insights directly into the communication tools your team uses every day
GitHub Copilot (for in-house development teams)

What Our Managed IT Team Delivers

License procurement and activation
Microsoft 365 configuration, including security and storage
User readiness assessments
Compliance setup and admin training

As your ongoing IT partner, we handle renewals, troubleshooting, and user management to ensure uninterrupted use.

2. We Build Custom Copilot Agents for Sales Teams

Your business isn’t generic, and your quoting process shouldn’t be either. Our software development and enablement teams design Copilot agents tailored to how your sales team works today.

Copilot Agents Can Automate Tasks Like

Creating quotes based on real-time pricing and past history
Accessing sales data from CRM, SharePoint, or quoting platforms
Answering rep questions about products, accounts, or opportunities
Summarizing meetings and suggesting next steps
Providing fast, accurate quoting support—inside Outlook, Teams, or your CRM

Built with Business in Mind

Works with platforms like HubSpot, ConnectWise, SharePoint, and others
Integrates with custom tools you’ve already built
Adapts to your sales team’s workflow—no new system needed

This is not a one-size-fits-all tool. It’s a strategic solution that reflects your processes and goals.

3. We Support, Host, and Maintain Your Copilot Solution

As your Managed IT Services provider, we’re here long after deployment. Your Copilot agent should grow and improve with your business—and we’ll make sure it does.

Our Copilot Support Services Include

Ongoing user training and adoption support
Workflow updates and new feature development
Bug resolution and integration management
Hosting through your Microsoft 365 tenant or our secure Azure environment
Access control, backups, and compliance support
Performance monitoring and usage analytics

We treat Copilot as an ongoing service—not a one-time project.

Built on Microsoft’s Most Powerful Technology

We build your Copilot solution using Microsoft’s enterprise-grade platforms and tools.

What Powers Your Solution

Copilot Studio: Allows us create a low-code, scalable AI agent tailored to your needs
Microsoft Power Platform: Automates processes and connects your Copilot to quoting systems, CRMs, and file libraries. Includes Power Automate, Power Apps, and Dataverse
Azure OpenAI (for advanced logic and GPT-powered responses): Optional add-on for companies with complex quoting structures, large document libraries, or specific AI logic needs

You don’t need in-house developers—we handle development, hosting, and lifecycle management.

Why Growing Businesses Trust Louisville Geek for Copilot

Businesses looking to scale benefit most from a Copilot solution that is built and maintained by an IT partner who understands both technology and business growth.

To explore how Copilot can support other areas of your business beyond sales, read our Microsoft Copilot Business Guide for a deeper look at AI use cases, implementation tips, and long-term strategy.

Benefits for Sales Teams

Faster and more accurate quoting
Less manual data entry and process switching
Better meeting follow-up and opportunity tracking
Quicker onboarding for new reps
More time focused on revenue-generating activities

Benefits for Business Leaders

Improved sales efficiency and pipeline visibility
Less time chasing down information
Higher ROI from Microsoft 365 investment
A scalable solution that evolves with your business

Your IT Partner for AI-Driven Sales Enablement

As your trusted MSP and IT consultant in Louisville, we don’t just fix your technology—we help you grow with it. Our Copilot solutions are just one example of how Louisville Geek helps clients align technology to business outcomes.

We offer:

Strategic IT consulting for digital transformation
Project management from planning to execution
In-house software development and support
Long-term managed services, security, and compliance

Let’s Build Your AI-Powered Sales Engine

If you’re ready to turn Microsoft Copilot into a smart, secure, and scalable part of your sales process, Louisville Geek is ready to help. Get in touch with our team to start the conversation.