Sales scenario: Create an unsolicited proposal​

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Copilot for Sales (includes Copilot for Microsoft 365) Scenario level:
Extend

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 plug-in built using Copilot Studio.

Microsoft Copilot icon

Copilot1

Copilot Studio icon

Copilot Studio

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.

Microsoft Copilot icon

Copilot2

Use Copilot2 to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.

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.

Microsoft Copilot icon

Copilot1

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.

PowerPoint icon

Copilot in PowerPoint

Generating 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 icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

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 icon

Copilot for Sales

Outlook icon

Copilot in Outlook

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 Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”