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Scarica i nostri kit di scenari funzionali, le guide agli scenari e le guide quotidiane per accelerare l'implementazione di Copilot.
Visualizza downloadScenario di vendita: Post-sale customer insights
Scarica la guida agli scenariDisponibile con: Copilot per le vendite (include Copilot per Microsoft 365) Livello dello scenario:
I KPI hanno avuto un impatto
Tasso di chiusura
Fidelizzazione dei clienti
Opportunità perseguite
Vantaggio in termini di valore
La crescita dei ricavi
Using Copilot to 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.
Copilot per le vendite
Copilota in Teams
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.
Copilot2
Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.
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.
Copilot per le vendite
Copilota in Outlook
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.
Copilot1
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.
Copilota in PowerPoint
Copilota in Word
Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.
1Accedi a Copilot su copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Accedi a Copilot su copilot.microsoft.com, l'app mobile Microsoft Copilot o l'app Copilot in Teams e imposta l'interruttore su "Lavoro"