Sales scenario: Post-sale customer insights​

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Available with: Copilot for Sales (includes Copilot for Microsoft 365) Scenario level:

KPIs impacted

Close rate

Customer retention

Opportunities pursued

Value benefit

Revenue growth

Using Copilot for post-sale customer insights​

1. Customer feedback analysis

In Teams, use Copilot for Sales to analyze a sales call and get insight on customer sentiment and business objectives​.

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Copilot for Sales

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Copilot in Teams

Benefit: Analyzing customer feedback is essential for understanding their satisfaction levels and identifying areas where they may need additional support or services.​

2. Upsell opportunity prioritization

Ask Copilot to recommend a few upsell scenarios based on the last purchase.​

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Benefit: Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.​

Try in Copilot Lab: Build on ideas

3. Personalized engagement

Create personalized follow-up messages and upsell proposals in Outlook using Copilot for Sales to view their purchasing habits and sales interactions.

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Copilot for Sales

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Copilot in Outlook

Benefit: Personalized engagement ensures that follow-up interactions are relevant and resonate with the customer, increasing the chances of a successful upsell.​

4. Engagement strategy optimization

Optimize engagement strategies with Copilot by asking for suggestions based on customer habits and reactions to different upsell approaches.​

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Benefit: Optimizing engagement strategies based on customer responses ensures that the approach remains effective and can be adjusted as needed.​

5. Performance reporting

Using the suggestions from Copilot around those customer behaviors on sales marketplace, interactions and sales cycle opportunities draft an initial report or presentation to help guide future sales opportunities.​

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Copilot in PowerPoint

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Copilot in Word

Benefit: Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.​

Try in Copilot Lab: Create presentations

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, 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.