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View downloadsSales scenario: Create personalized offers
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Close rate
Revenue per sale
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to create personalized offers
1. Analyze customer goals
Use Copilot to review recent email threads, previous meeting notes, and public information to understand the customer's objectives and priorities.
Copilot2
Build a comprehensive understanding of what the customer aims to achieve, which is crucial for crafting a compelling offer.
2. Draft personalized offers
Ask Copilot in Word to draft tailored offers that align with the customer's goals and the insights gathered from the analysis.
Copilot in Word
Use the insights gained to draft offers that are highly personalized, increasing the likelihood of acceptance.
3. Optimize deal terms
Based on customer objectives, ask Copilot to recommend several options for deal terms to speed deal closure.
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Suggest deal terms that are beneficial for both parties, considering both the customer’s needs and your business objectives.
4. Simulate negotiation scenarios
Utilize Copilot to create potential negotiation scenarios, helping to prepare for various customer responses.
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Lead to better outcomes by anticipating and planning for potential objections.
5. Finalize the offer
Ask Copilot in Word to refine the offer details, ensuring clarity and addressing any potential concerns the customer might have.
Copilot in Word
Ensure that the offer is clear, comprehensive, and ready for presentation, minimizing the risk of misunderstandings.
6. Close the deal
Use Copilot in Teams to assist in the final negotiation phase, providing suggested talking points and recording action items.
Copilot in Teams
During the final negotiation, Copilot provides support with up-to-date insights, helping to close the deal on favorable terms.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
