Microsoft Copilot

Microsoft Copilot Optimization Agency for SaaS

Get your SaaS brand recommended in Microsoft Copilot conversations and search. Surge45 specializes in optimizing B2B software companies to appear in Microsoft's AI assistant that's integrated across the Microsoft ecosystem.

Growth MetricsLive
68%
Copilot Visibility
3.1x
Brand Mentions
150+
SaaS Clients
#1
B2B AI Rank

Trusted by leading SaaS companies

SalesforceHubSpotZendeskIntercomDriftGong

Get a SaaS Microsoft Copilot Agency That's Focused on Results

We don't just deliver activities—we deliver outcomes that impact your bottom line.

Copilot Expertise

Deep understanding of how Microsoft Copilot retrieves and presents software recommendations.

Microsoft 365 Focus

Optimization for Copilot's unique position in the Microsoft ecosystem.

Copilot Tracking

Monitor your brand's presence in Copilot across B2B software queries.

Microsoft Ecosystem

Leverage Microsoft's integration of Copilot across 365, Edge, Windows, and Bing.

Challenges We Solve

Microsoft Copilot recommends competitors when Microsoft 365 users ask about software

Your brand doesn't appear in Copilot's software recommendations

B2B buyers using Microsoft 365 discover competitors through Copilot

Copilot provides outdated or inaccurate information about your product

You're missing the growing Copilot discovery channel in target accounts

Traditional marketing doesn't address Microsoft's AI ecosystem

Microsoft Copilot Is AI-Powered Discovery

With Copilot integrated across Microsoft 365, Edge, Windows, and Bing, millions of Microsoft 365 users now discover software through Microsoft's AI. Your brand needs to be optimized for this channel.

Copilot is integrated across the entire Microsoft ecosystem
Microsoft 365 users research software within their workflow tools
Microsoft 365's 400M+ users have access to Copilot
Copilot influences software decisions at target accounts
Microsoft's AI combines search and productivity contexts
B2B buyers trust Copilot recommendations within their tools

Microsoft Copilot Optimization Tactics for SaaS

Our proven framework ensures your SaaS brand gets discovered in Microsoft Copilot conversations.

Copilot Optimization

Optimize content for Microsoft Copilot's retrieval and recommendation systems.

Strategic Positioning

Position your brand for B2B software queries in Copilot.

Bing Integration

Leverage Bing optimization that feeds into Copilot responses.

Competitor Analysis

Monitor competitor Copilot presence and outposition them.

Content Strategy

Create content optimized for Microsoft's AI retrieval systems.

Performance Tracking

Track Copilot visibility across B2B software queries.

Full-Stack Microsoft Copilot Services That Boost Revenue

Comprehensive solutions designed for enterprise SaaS growth.

Copilot Audit

Comprehensive analysis of your visibility in Microsoft Copilot for B2B software queries.

Query Mapping

Identify B2B software queries where Copilot should recommend your brand.

Content Optimization

Restructure content for Microsoft's AI systems across Copilot, Bing, and Edge.

Authority Building

Build signals that make Microsoft's AI recognize your brand as authoritative.

Competitive Monitoring

Track competitor Copilot presence and identify opportunities.

Performance Reporting

Monthly reports on Copilot visibility and B2B AI positioning.

6-Step Microsoft Copilot Optimization Framework

A proven methodology that delivers consistent results for SaaS companies.

01

Copilot Audit

Analyze how Microsoft Copilot currently perceives and presents your brand across B2B queries.

02

Competitive Analysis

Identify which competitors dominate Copilot recommendations in your category.

03

Query Strategy

Map B2B software queries where your brand should appear in Copilot.

04

Microsoft Optimization

Optimize across Bing, Edge, and content signals that feed Copilot.

05

Implementation

Execute optimizations while monitoring Copilot responses.

06

Iterate & Scale

Refine based on results and expand B2B query coverage.

Results That Speak for Themselves

Real outcomes from our SaaS clients.

B2B SaaS Platform

+340%

Copilot Visibility

340% increase in Copilot visibility for B2B software queries.

DevOps Tool

68%

Recommendations

Now recommended in 68% of relevant Copilot B2B queries.

Security Platform

5x

Brand Mentions

5x increase in Copilot brand mentions for security software.

Proven Results

CloudOps Platform

Challenge: Microsoft Copilot recommended competitors when Microsoft 365 users asked about cloud management

Solution: Comprehensive Copilot optimization including Bing optimization and B2B content strategy

Results:

Now recommended in 68% of relevant Copilot queries
3.1x increase in Copilot-attributed traffic
$890K pipeline from Copilot discovery

FinTech SaaS

Challenge: Zero presence in Copilot while competitors dominated financial software recommendations

Solution: Full Microsoft AI optimization across Copilot, Bing, and Edge

Results:

Featured in Copilot for 28 B2B queries
First recommendation for 6 key categories
2.8x increase in demo requests

HR Platform

Challenge: HR software buyers discovered competitors through Copilot in Microsoft 365

Solution: B2B-focused Copilot optimization with Microsoft ecosystem integration

Results:

Now the top HR software recommendation in Copilot
Displaced 3 competitors
$1.1M pipeline attributed

What Our Clients Say

"Surge45 helped us understand the Microsoft AI ecosystem. Our Copilot visibility has become a significant B2B sales advantage."

JW

Jennifer Walsh

VP Marketing, CloudOps Platform

"B2B buyers live in Microsoft 365. Surge45 ensured we're the brand Copilot recommends when they research software."

DP

David Park

CMO, FinTech SaaS

Why Choose Surge45 for Microsoft Copilot?

We're not a generalist agency. We live and breathe B2B SaaS marketing.

Copilot Specialists

Deep expertise in Microsoft's AI assistant and ecosystem.

B2B Focus

Optimization for B2B software discovery in Copilot.

SaaS-Only Focus

We exclusively work with B2B software companies.

Proven Results

150+ SaaS clients with documented Copilot improvements.

Microsoft Expertise

Understand Copilot, Bing, Edge, and the Microsoft AI ecosystem.

B2B Context

Optimization considers the B2B buyer context.

Frequently Asked Questions