KPI 受到影響
成交率
每次銷售收入
追求的機會
價值效益
收入成長
員工體驗
Using Copilot to create personalized offers
1. Analyze customer goals
Use Copilot to review recent email threads, previous meeting notes, and public information to understand the customer's objectives and priorities.
Copilot2
Build a comprehensive understanding of what the customer aims to achieve, which is crucial for crafting a compelling offer.
2. Draft personalized offers
Ask Copilot in Word to draft tailored offers that align with the customer's goals and the insights gathered from the analysis.
Word 中的副駕駛
Use the insights gained to draft offers that are highly personalized, increasing the likelihood of acceptance.
3. Optimize deal terms
Based on customer objectives, ask Copilot to recommend several options for deal terms to speed deal closure.
Copilot2
Suggest deal terms that are beneficial for both parties, considering both the customer’s needs and your business objectives.
4. Simulate negotiation scenarios
Utilize Copilot to create potential negotiation scenarios, helping to prepare for various customer responses.
Copilot2
Lead to better outcomes by anticipating and planning for potential objections.
5. Finalize the offer
Ask Copilot in Word to refine the offer details, ensuring clarity and addressing any potential concerns the customer might have.
Word 中的副駕駛
Ensure that the offer is clear, comprehensive, and ready for presentation, minimizing the risk of misunderstandings.
6. Close the deal
Use Copilot in Teams to assist in the final negotiation phase, providing suggested talking points and recording action items.
團隊中的副駕駛
During the final negotiation, Copilot provides support with up-to-date insights, helping to close the deal on favorable terms.
1訪問 Copilot： copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2訪問 Copilot： copilot.microsoft.com、Microsoft Copilot 行動應用程式或 Teams 中的 Copilot 應用程序，並將切換設為“工作”
