Sales scenario: Respond to an RFP

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Copilot for Sales (includes Copilot for Microsoft 365 / studio plugins)​ Scenario level:
Extend

KPIs impacted

Close rate

Opportunities pursued

Value benefit

Revenue growth

Employee experience

Using Copilot to respond to an RFP


1. Review the RFP​

Use Microsoft Copilot in Word to summarize the RFP and generate a list of required items sorted by category.​

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Copilot in Word

Benefit: Get started quickly by skipping over non-essential portions of the RFP.​

Try in Copilot Lab: Summarize this doc

2. Gather customer 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.​

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Copilot for Sales

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

3. Research responses​

Prompt Copilot for responses to RFP questions, enhanced with a custom RFP repository built with Copilot Studio.

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Copilot Studio

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.​

4. Review with team

Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.

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Copilot in Teams

Benefit: Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.​

Try in Copilot Lab: Summarize meetings and videos

5. Revise responses​

Use Copilot in Word to revise the document to make it more compelling.

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Copilot in Word

Benefit: Quickly make answers more readable to improve the quality of the RFP response.​

Try in Copilot Lab: Improve this document

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.​

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Copilot for Sales

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Copilot in Outlook

Benefit: 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”.

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.