販売シナリオ: Targeted prospecting
シナリオガイドをダウンロード利用可能な： 販売用 Copilot （Microsoft 365の場合はCopilotを含む） シナリオレベル:
影響を受けるKPI
クローズ率
追求した機会
価値のメリット
収益成長
従業員の経験
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.
販売用 Copilot
OutlookのCopilot
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.
販売用 Copilot
OutlookのCopilot
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.
ExcelのCopilot
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.
販売用 Copilot
OutlookのCopilot
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.
販売用 Copilot
TeamsのCopilot
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.
販売用 Copilot
TeamsのCopilot
Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.
