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View downloadsSales scenario: Make a customized pitch (Copilot for Microsoft 365)
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Close rate
Revenue per sale
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to make a customized pitch
1. Prepare for discovery session
Collaborate with your team to prepare for the customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.
Copilot in Loop
Benefit: Collaborate as a team using Copilot as a key contributor of creative ideas.
2. Research the company
Validate your ideas and learn more about your customer by asking Copilot1 to summarize their online annual report. Prompt Copilot2 for a summary of the account, pulling in CRM insights with Copilot for Sales.
Copilot1
Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Review interactions
Prompt Copilot to create a bulleted list of notes prior to the meeting using recent customer email threads to understand the customer asks. Have Copilot prepare a script for the call.
Copilot2
Benefit: Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.
4. Update the sales presentation
Use Copilot in PowerPoint to add a new slide to the presentation deck using customer details from the email summary and visuals relevant to their industry.
Copilot in PowerPoint
Benefit: Quickly personalize pitch presentations with talking points and date specific to your customer.
5. Summarize the meeting
After the meeting is over, review the meeting recap from Copilot in Teams for key points and action items.
Copilot in Teams
Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.
6. Create the proposal
Create the final proposal by prompting Copilot in Word to generate a draft, adding information from the customer meeting to the prompt to enhance the draft.
Copilot in Word
Benefit: Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.
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”.
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.
