Marketing scenario: Streamline market research and strategy

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KPIs impacted

Leads created

Value benefit

Revenue growth

Employee experience

Using Copilot to streamline market research and strategy


1. Define the objective​

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft and tagging other key documents.

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Copilot1

Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

2. Determine your approach​

Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items.​

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Copilot in Teams

Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.​

3. Discover market trends​

Select the Show data insights prompt in Copilot ​in Excel.​

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Copilot in Excel

Use Copilot to help you explore and understand your data better. ​

4. Strategy formulation

Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results. ​

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Copilot in Word

Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.​

5. Present the findings​

In a new PowerPoint file, select the default Create presentation from file. ​

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Copilot in PowerPoint

Let Copilot help you build a presentation by generating slides or images with your organization’s branding.​

6. Communicate results

Starting in a new email, prompt Copilot in Outlook to create a dynamic message that includes key links​.

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Copilot in Outlook

Document and socialize the research findings to help better inform product strategy.​

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”