Using Copilot in Marketing

It’s more important than ever to deliver creative, high-quality content that is authentic to your brand. At the same time, cross-functional campaigns are becoming more complex to manage across new surfaces.  Marketing teams must overcome the traditional communications gap between marketing and sales and marketing and product teams to develop a cohesive strategy for success.

Read how Softchoice is using Copilot to create marketing materials more that 60% faster – case study

Read how Dentsu is improving creativity with Copilot here.

Download the Marketing scenarios kit Watch overview Watch demo
Roles icon

Microsoft Copilot opportunity to impact key functional area KPIs

Review our KPI overviews and view additional scenario details.

Agency spend

Copilot can help marketing teams rapidly generate creative content in house reducing reliance on outside agencies.​

Cost per lead

Reducing the cost of marketing campaigns is a key benefit from Microsoft Copilot. Cost Per Lead (CPL) can be reduced with better campaign management and is a crucial metric used to measure and monitor the effectiveness of marketing campaigns. It represents the amount of money a business spends to generate a single new lead.

Leads generated

Lead generation is a critical aspect of marketing and paves the way toward gaining new customers.

Brand value

Brand value isn’t just about logos; it’s about shaping perceptions and building lasting relationships with your audience. A strong brand fuels demand generation.

Transform processes icon

Transform Marketing processes

Key processes Before AI Using AI
Campaign executionManual campaign coordination and tracking can lead to inefficient resource allocation, higher operational costs, and lack of agility in adapting to market responses.
Targeted campaigns​
Campaign performance tracking​

Plan and develop campaign content, and then track engagement to adapt messaging quickly based on customer feedback.

Product launch

Plan and execute a product launch by identifying key action items and owners, identifying gaps, and tracking progress.

Content creationContent creation relies on manual research and creativity, which can lead to inconsistent messaging and slower time-to-market for marketing materials.
Creating a marketing Bill of Materials (Microsoft 365 Copilot)
Content creation (Microsoft Copilot only)
Creating a marketing Bill of Materials (Copilot Studio)

Reduce time and costs traditionally required for content development while improving quality and engagement.

Customer insights & strategyCustomer insights are often spread across fragmented data sources, leading to incomplete customer profiles and missed opportunities for targeted engagement.
Streamline market research and strategy

Simplify the process of developing a new marketing strategy by easily researching and summarizing customer insights across multiple sources.

Collect and share product feedback​

Help collect and analyze customer feedback to guide product development activities and update product roadmaps.

Demand generationBroad and untargeted campaigns can result in misaligned marketing efforts and lower demand capture and conversion rates.
Create a new offering​

Speed the process of creating new offers by analyzing past performance and brainstorming new ideas. Draft targeted messaging to communicating new offers to sellers.

Marketing roles

Day in the life of a Marketing Manager (Copilot for Microsoft 365) Day in the life of a Marketing Manager (Copilot for Microsoft 365 with Copilot Studio) DITL: Cynthia Senior Product Marketing Manager DITL: Andrea Senior Product Marketing Manager