Marketing scenario: Create a new offering
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Leads created
Cost per lead generated
Value benefit
Revenue growth
Employee experience
Using Copilot to create a new offering
1. Brainstorm new offerings
Use Microsoft Copilot to generate ideas for new product offerings. Format the response in Copilot Pages, adding collaborators to create a go-to-market strategy.
Business Chat1
Benefit: Kickstart your project as you plan and collaborate easier with Copilot.
2. Draft announcement
Prompt Copilot to draft blog and social media posts, leverage existing documents like your marketing plan.
Business Chat2
Benefit: Brainstorm and draft content quickly with Copilot. Collaborate on ideas and content using your instructions or reference files.
3. Keep the team up to date
Use Copilot in Teams to summarize key meetings, identify most frequent questions, and action items from the meeting. Use Copilot in Word to generate an initial FAQ document.
Copilot in Teams
Copilot in Word
Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.
4. Prep your sellers
Create a presentation with Copilot in PowerPoint from your Marketing Plan to share with your sales team.
Copilot in PowerPoint
Benefit: Document and socialize your plan to keep sellers up to date.
5. Execute your campaign
Leverage Copilot to create tailored messages to each of your communication channels to drive sales.
Business Chat1
Benefit: With the right prompt ingredients, Copilot can provide something in the voice of your organization – witty, smart, creative – you choose.
6. Analyze performance
Use Copilot in Excel to perform advanced analysis to understand how your campaign landed. Query for things like top performing channel or geographic impact or use Copilot to create Python code for analysis.
Copilot in Excel
Benefit: Use Copilot to help you explore and understand your data better.
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.
