Sales scenario: Make a customized pitch (Copilot for Sales)
Available with: Microsoft 365 Copilot for Sales 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 a customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.
Copilot in Loop
Benefit: Brainstorm 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 Copilot to summarize their online annual report. Prompt Copilot for Sales for a summary of the account, pulling in CRM insights with Copilot for Sales.
Business Chat1
Business Chat2
Copilot for Sales
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.
Business Chat2
Copilot for Sales
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.
Try in Copilot Lab: Prep for that meeting
4. Update the sales presentation
Use Copilot in PowerPoint to add a new slide to the presentation deck tailored to the specific interests and needs of the customer using details copied from the email summary and visuals relevant to their industry.
Copilot in PowerPoint
Benefit: Quickly personalize pitch presentations
with talking points and data 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 for Sales provides an analysis of sales keywords and KPIs. Input the summary into the CRM system.
Copilot for Sales
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
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 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.
