Sales scenario: Create an unsolicited proposal
Available with: Microsoft 365 Copilot for Sales and Copilot Studio Scenario level:
KPIs impacted
Close rate
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to create an unsolicited proposal
1. Identify leads
Prompt Copilot to gather a list of leads, enriched with data from a marketing automation platform agent built using Copilot Studio.
Copilot Studio Agent
Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.
2. Perform company research
Use Copilot to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.
Business Chat1
Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.
3. Gather product information
Prompt Copilot to gather production information and create a summary of how the recommended products will help to meet the customer’s specific goals. Add Pages capability: Use Copilot Pages to synthesize and edit the Copilot responses and share with your team.
Business Chat2
Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.
4. Generate the proposal
After creating a summary of the customer and product information in Word, use Copilot in PowerPoint to create a great presentation including images and tables.
Copilot in PowerPoint
Benefit: Generate a first draft quickly so you can append more time on the details.
5. Review with customer
Ask Copilot in Teams to suggest talking point during the meeting. Copilot for Sales in Teams provides sales tips like product information and competitor analysis.
Copilot for Sales
Copilot in Teams
Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.
6. Send proposal to customer
Have Copilot in Outlook turn the meeting notes and action items into an email for all participants. Copilot for Sales adds relevant product information to the email.
Copilot for Sales
Copilot in Outlook
Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.
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.
