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Goals and challenges
Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings.
Transform Sales processes
Lead generation & management
Negotiation & closing
Post-sale follow-up & upsell
Sales engagement
Sales presentations
Scenarios Copilot can assist with
Microsoft Copilot opportunity to impact key functional area KPIs
Review our KPI overviews and view additional scenario details.
Close rate
Improving the quality of marketing content and customer interactions such and emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.
KPI — Close rate
Improving the quality of marketing content and customer interactions such and emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.
How Microsoft Copilot can help improve the close rate
Improve quality of customer-facing materials
- Improve sales and marketing and content
- Create more compelling proposals and RFP responses
- Make emails and chats more impactful
Create a proposal
- Research market conditions
- Compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Product Marketing
- Finance
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Customer retention
Improving the quality of sales materials and interactions helps with retention, but the rest of the company can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
KPI — Customer retention
Improving the quality of sales materials and interactions helps with retention, but the rest of the company can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
How Microsoft Copilot can help improve customer retention
Improve quality of customer-facing materials
- Improve marketing content with clear value propositions
- Improve quality of proposals and RFP responses
- Improve quality of emails and chats
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Respond to a customer complaint
- Respond quickly
- Access customer records
- Gets answer fast
Roles
- Account Manager
- Technical Sales
- Product Support
- Product teams
- Customer Success
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Deal size
Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
KPI — Deal size
Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
How Microsoft Copilot can help increase revenue per sale
Improve quality of customer-facing materials
- Improve marketing content with clear value propositions
- Create more compelling proposals and RFP responses
- Make emails and chats more impactful
Create a proposal
- Improve product training content
- Use Copilot to compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications by pulling CRM data into emails
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Product Marketing
- Finance
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Sales opportunities pursued
Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
KPI — Sales opportunities pursued
Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
How Microsoft Copilot can help increase the number of opportunities pursued
Sales is about building relationships and pursuing opportunities. But these things take time, so anything Microsoft Copilot can do to reduce the time sales teams spend on other tasks can be used to increase customer face time and pursue more deals.
Improve customer meetings
- Research company information
- Learn how to pitch the product
- Organize information from past interactions
- Completely focus during the meeting
Respond to an RFP
- Create richer, faster responses to proposals
- Have Copilot assist with drafting and summarizing emails
- Simplify finding information for RFP responses
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Customer Success
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Sales roles
Account Manager
Technical Sales
Telesales
Customer Success
