受影响的 KPI
收盘价
追求的机会
价值效益
收入增长
员工体验
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 销售
Outlook 中的副驾驶
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 销售
Outlook 中的副驾驶
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 中的副驾驶
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 销售
Outlook 中的副驾驶
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 销售
团队中的副驾驶
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 销售
团队中的副驾驶
Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.
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”
