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View downloadsSales scenario: Make a customized pitch (Copilot for Sales)
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Sales (includes Copilot for Microsoft 365) Scenario level:
KPIs impacted
Close rate
Revenue per sale
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to make a customized pitch (Copilot for Sales)
1. Prepare for discovery session
Collaborate with your team to prepare for the customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.
Copilot in Loop
Collaborate as a team using Copilot as a key contributor of creative ideas.
2. Research the company
Validate your ideas and learn more about your customer by asking Copilot1 to summarize their online annual report. Prompt Copilot2 for a summary of the account, pulling in CRM insights with Copilot for Sales.
Copilot1
Copilot2
Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Review interactions
Create a bulleted list of notes using recent email threads before the meeting with the customer to understand the asks that need to be addressed.
Copilot2
Copilot for Sales
Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.
4. Get in-call sales insights
During the meeting, Copilot suggests questions to ask the customer. Copilot for Sales provides sales insights like brand and competitor analysis
Copilot for Sales
Copilot in Teams
Keep the conversation flowing onto
meaningful topics can help to cover the agenda quicker and reduce meeting times.
5. Summarize the meeting
Review the meeting recap from Copilot in Teams for key points and action items. Use Copilot for Sales to update the opportunity details in your CRM system.
Copilot for Sales
Copilot in Teams
Avoid listening to meeting recordings and spend that time improving the proposal.
6. Create the proposal
Create the final proposal by prompting Copilot in Word to generate a draft, adding information from the customer meeting to the prompt to enhance the draft.
Copilot in Word
Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.
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”
