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View downloadsSales scenario: Respond to an RFP
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Sales (includes Copilot for Microsoft 365 / studio plugins) Scenario level:
KPIs impacted
Close rate
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to respond to an RFP
1. Summarize the RFP
Use Microsoft Copilot in Word to summarize the RFP and generate a list of required items sorted by category.
Copilot in Word
Get started quickly by skipping over non-essential portions of the RFP.
2. Gather opportunity information
Prompt Copilot to summarize the information from the customer’s website and annual reports. Use Copilot to provide a summary of the opportunity, pulling in CRM insights with Copilot for Sales.
Copilot1
Copilot2
Copilot for Sales
Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Use Copilot to research responses
Use custom RFP repository copilot built with Copilot Studio to ask for responses to the RFP questions.
Copilot2
Copilot Studio
Using defined content to answer customer questions ensures accuracy of the responses.
4. Meet with team to review
Discuss required changes and opportunities for cross-sell. After the meeting generate a list of suggestions for updates
Copilot in Teams
Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.
5. Revise responses
Use Copilot to revise the document content to make it more readable. Go back to the RFP bot to get answers to additional items.
Copilot in Word
Quickly make responses more readable to improve the quality of the RFP response.
6. Communicate reponse
Prompt Copilot in Outlook to draft an email to the customer with a summary the RFP response. Copilot for Sales includes relevant CRM details like product information in the email.
Copilot for Sales
Copilot in Outlook
Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.
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”
