Sales scenario: Targeted prospecting
Available with: Microsoft 365 Copilot for Sales Scenario level:
KPIs impacted
Close rate
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot for targeted prospecting
1. Get sales context
Use Copilot in Outlook an email from a potential customer. With Copilot for Sales it can include context from your CRM system.
Copilot for Sales
Copilot in Outlook
Benefit: Simplify adding items to the CRM system to ensure a complete record of the customer engagement.
2. Update your CRM
Use Copilot for Sales in Outlook to save the email to your CRM and update the CRM record.
Copilot for Sales
Copilot in Outlook
Benefit: Update records in your CRM system directly from Outlook where you’re communicating with your customer.
3. Score leads and prioritize
Extract CRM data into Excel and score leads based on propensity criteria. Use Copilot in Excel to create useful charts.
Copilot in Excel
Benefit: Scoring and prioritizing leads help focus efforts on the most promising prospects, improving the efficiency of the sales process.
4. Nuture lead and prospecting
In Outlook, prompt Copilot for Sales to create personalized outreach messages tailored to the interests and needs of each high-priority lead and opportunity.
Copilot for Sales
Copilot in Outlook
Benefit: Personalized messages increase the likelihood of engagement, making leads feel valued and understood.
5. Conduct meaningful engagements
Set up a call to follow up on prospect. In the Teams meeting, use Copilot for Sales to provide talking points and sales insights from your CRM system.
Copilot for Sales
Copilot in Teams
Benefit: Build credibility with your customer by having the right background information and talking points while you meet.
6. Analyze conversation
Review the sales meeting recap generated by Copilot for Sales in Teams. The recap includes an analysis of customer engagement, sales KPIs, and suggested action items.
Copilot for Sales
Copilot in Teams
Benefit: Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
