판매 시나리오: Post-sale customer insights​

시나리오 가이드 다운로드
다음과 함께 사용 가능: Copilot 판매용 (Microsoft 365에는 Copilot 포함) 시나리오 수준:
시작하다

영향을 받는 KPI

마감율

고객 유지

추구하는 기회

가치 혜택

수익 성장

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 for Sales icon

Copilot 판매용

Microsoft Teams icon

팀의 Copilot

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.​

Microsoft Copilot icon

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 for Sales icon

Copilot 판매용

Outlook icon

아웃룩의 Copilot

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.​

Microsoft Copilot icon

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.​

PowerPoint icon

파워포인트의 Copilot

Word icon

워드의 Copilot

Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.​

1Copilot에 액세스하세요. copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Copilot에 액세스하세요. copilot.microsoft.com, Microsoft Copilot 모바일 앱 또는 Teams의 Copilot 앱을 선택하고 토글을 "작업"으로 설정합니다.