Microsoft Copilot is rapidly reshaping individual productivity for sellers. It drafts emails, summarizes meetings, cleans up notes, and handles admin with ease. It gives every rep more time back in their day — and that matters.
But complex B2B sales requires more than speed. It requires context, structure, consistency, and intelligent workflows that guide reps through every step of the sales cycle. And that is exactly where general-purpose AI assistants — including Copilot — hit their limits.
Plat4mation, a global ServiceNow implementation partner with a broad portfolio of solutions and services, noticed this very quickly.
“Copilot helped our people work faster. But Copilot doesn’t understand our portfolio, our buyers, or how our solutions fit together in real customer situations. For solution selling, we needed something built for the complexity of our business.”
— Stef Knaepkens, Plat4mation
Copilot = personal speed
Copilot is excellent for personal tasks:
- summarizing meetings
- drafting and rewriting emails
- generating documents
- structuring notes
It makes individuals faster — but it does not transform the sales process itself.
Because Copilot works entirely on what reps manually feed it, they still need to:
- find the right internal knowledge
- Prompt it with the right questions
- understand how different offerings fit together
- know which message applies to which buyer
- decide what the next step in the deal should be
This becomes a bottleneck in solution selling, especially when a portfolio is large and deals are complex.
“Reps had to manually provide context, documents, and prompts. If they didn’t know what to ask, they didn’t get value back.”
— Stef Knaepkens
To bridge that gap, teams need more than generic AI — they need workflow intelligence and organizational knowledge.
uman – the all-in-one platform for solution selling
uman unifies your entire sales brain — product knowledge, cases, messaging, value drivers, customer context — and provides workflow intelligence across the three stages of the revenue cycle:
1. Business Development: Find the right prospects, identify key stakeholders, and equip reps with relevant talking points and industry insights.
2. Deal Execution: Prepare meetings, qualify deals, run discovery, map value, and generate tailored follow-ups — all based on your full portfolio.
3. Account Management: Monitor key account updates, prepare QBRs automatically, and surface new cross-sell opportunities.
uman guides sales through every step of a solution selling sales cycle, with accurate, up-to-date context and on-brand content, leading to greater consistent sales execution across teams.
On top of that, uman’s intelligence and clean data context also extends MS Copilot.
Introducing the uman copilot agent
Your company’s full sales context — inside Copilot, on demand.
The Uman Copilot Agent plugs directly into every Microsoft experience sales teams already use: Outlook, Teams, Word, PowerPoint and Copilot Chat
Simply @mention uman in Copilot, and the agent instantly adds:
- product & service knowledge
- customer context
- industry & persona insights
- reference cases
- deal and account history
No more switching tools. No more searching for documents. No more guessing what to ask.
Example 1: asking for a reference case in Copilot
❌ Without Uman
Copilot says: “I do not have access to your internal reference cases.”
✔️ Mentioning the uman copilot agent with “@uman”
Copilot delivers a fully contextualized, sales-ready answer — with relevance explained, value articulated, and the actual case attached.
Example 2: replying to a customer email in Outlook
.jpg)
✔️ with the uman Agent:
- Copilot handles summaries and priorities
- @uman-agent drafts the full customer response
- using your product details, past conversations, deal history, customer cases, and messaging frameworks
Reps respond faster, and with far higher quality.
The uman copilot agent can be easily activated for your organisation via the Copilot Agent store.
White-list the uman agent company wide and it will become available for users with an MS Copilot license.
.jpg)
Conclusion: The Future of Solution Selling Is Hybrid AI
Copilot gives every seller a personal productivity boost — but solution selling demands something deeper: real organizational knowledge, guided workflows, and a shared sales brain that understands how your entire portfolio fits together in real customer situations. That’s where Uman completes the picture.
By combining Copilot’s speed with Uman’s structured intelligence, teams like Plat4mation unlock a new way of selling: faster reps, smarter conversations, consistent execution, and a sales engine that gets better with every deal.
“The combination is perfect: Copilot for personal efficiency, Uman for scalable solution selling. It’s truly both — not one or the other.”
— Stef Knaepkens
