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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: Targeted prospecting
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
Opportunità perseguite
Vantaggio in termini di valore
La crescita dei ricavi
Esperienza dei dipendenti
Using Copilot to targeted prospecting
1. Get sales context
Use Copilot in Outlook an email from a potential customer. With Copilot for Sales it can include context from your CRM system.
Copilot per le vendite
Copilota in Outlook
Simplify adding items to the CRM system to ensure a complete record of the customer engagement.
2. Update your CRM
Use Copilot for Sales in Outlook to save the email to your CRM and update the CRM record.
Copilot per le vendite
Copilota in Outlook
Update records in your CRM system directly from Outlook where you’re communicating with your customer.
3. Score leads and prioritize
Extract CRM data into Excel and score leads based on propensity criteria. Use Copilot in Excel to create useful charts.
Copilota in Excel
Scoring and prioritizing leads help focus efforts on the most promising prospects, improving the efficiency of the sales process.
4. Nuture lead and prospecting
In Outlook, prompt Copilot for Sales to create personalized outreach messages tailored to the interests and needs of each high-priority lead and opportunity.
Copilot per le vendite
Copilota in Outlook
Personalized messages increase the likelihood of engagement, making leads feel valued and understood.
5. Conduct meaningful engagements
Set up a call to follow up on prospect. In the Teams meeting, use Copilot for Sales to provide talking points and sales insights from your CRM system.
Copilot per le vendite
Copilota in Teams
Build credibility with your customer by having the right background information and talking points while you meet.
6. Analyze conversation
Review the sales meeting recap generated by Copilot for Sales in Teams. The recap includes an analysis of customer engagement, sales KPIs, and suggested action items.
Copilot per le vendite
Copilota in Teams
Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.
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"
