Sales scenario: Make a customized pitch (Copilot for Sales)

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

Revenue per sale

Opportunities pursued

Value benefit

Revenue growth

Employee experience

Using Copilot to make a customized pitch (Copilot for Sales)


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.​

Microsoft Loop icon

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.​

Microsoft Copilot icon

Copilot1

Microsoft Copilot icon

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.​

Microsoft Copilot icon

Copilot2

Copilot for Sales icon

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. Get in-call sales insights​

During the meeting, Copilot suggests questions to ask the customer. Copilot for Sales provides sales insights like brand and competitor analysis​

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Keep the conversation flowing onto ​
meaningful topics can help to cover the agenda quicker and reduce meeting times.​

5. Summarize the meeting​

Review the meeting recap from Copilot in Teams for key points and action items. Use Copilot for Sales to update the opportunity details in your CRM system.​

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. 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.​

Word icon

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