Kịch bản bán hàng: Post-sale customer insights​

Tải xuống hướng dẫn kịch bản
Có sẵn với: Copilot để bán hàng (bao gồm Copilot cho Microsoft 365) Cấp độ kịch bản:
Bắt đầu

KPI bị ảnh hưởng

Tỷ lệ đóng

Duy trì khách hàng

Cơ hội theo đuổi

Giá trị lợi ích

Tăng trưởng doanh thu

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 để bán hàng

Microsoft Teams icon

Copilot trong Đội

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 để bán hàng

Outlook icon

Copilot trong 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.​

Microsoft Copilot icon

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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.​

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Copilot trong PowerPoint

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Copilot trong Word

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

1Truy cập Copilot tại copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Truy cập Copilot tại copilot.microsoft.com, ứng dụng di động Microsoft Copilot hoặc ứng dụng Copilot trong Teams và đặt chuyển đổi thành “Công việc”