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View downloadsSales scenario: Make a pitch
Download this scenario guide Available with: Copilot for Sales (includes 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 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
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
Copilot2
Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Review interactions
Create a bulleted list of notes using recent email threads before the meeting with the customer to understand the asks that need to be addressed.
Copilot2
Copilot for Sales
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
Quickly personalize pitch presentations with talking points and date specific to your customer.
5. Summarize the meeting
Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.
Copilot for Sales
Copilot in Teams
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
Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.
1Access Copilot at Copilot.Microsoft.com or from the Windows taskbar or Edge browser and set toggle to “Web”.
2Access Copilot at Copilot.Microsoft.com, from the Windows taskbar or Edge browser, or in the Copilot app in Teams, and set toggle to “Work”.
