Verkaufsszenario: Post-sale customer insights​

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Verfügbar mit: Copilot für den Verkauf (beinhaltet Copilot für Microsoft 365) Szenarioebene:
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Using Copilot to post-sale customer insights​


1. Customer feedback analysis

In Teams, use Copilot for Sales to analyze a sales call and get insight on customer sentiment and business objectives​.

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Copilot für den Verkauf

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Copilot in Teams

Analyzing customer feedback is essential for understanding their satisfaction levels and identifying areas where they may need additional support or services.​

2. Upsell opportunity prioritization

Ask Copilot to recommend a few upsell scenarios based on the last purchase.​

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Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.​

3. Personalized engagement

Create personalized follow-up messages and upsell proposals in Outlook using Copilot for Sales to view their purchasing habits and sales interactions.

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Copilot für den Verkauf

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Copilot in Outlook

Personalized engagement ensures that follow-up interactions are relevant and resonate with the customer, increasing the chances of a successful upsell.​

4. Engagement strategy optimization

Optimize engagement strategies with Copilot by asking for suggestions based on customer habits and reactions to different upsell approaches.​

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Optimizing engagement strategies based on customer responses ensures that the approach remains effective and can be adjusted as needed.​

5. Performance reporting

Using the suggestions from Copilot around those customer behaviors on sales marketplace, interactions and sales cycle opportunities draft an initial report or presentation to help guide future sales opportunities.​

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Copilot in PowerPoint

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Copilot in Word

Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.​

1Zugang zu Copilot unter copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Zugang zu Copilot unter copilot.microsoft.com, die Microsoft Copilot-Mobil-App oder die Copilot-App in Teams und stellen Sie den Schalter auf „Arbeit“