受影响的 KPI
收盘价
客户保留
追求的机会
价值效益
收入增长
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 销售
团队中的副驾驶
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 销售
Outlook 中的副驾驶
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.
PowerPoint 中的副驾驶
Word 中的副驾驶
Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.
1访问 Copilot copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2访问 Copilot copilot.microsoft.com、Microsoft Copilot 移动应用程序或 Teams 中的 Copilot 应用程序，并将开关设置为“工作”
