Sales scenario: Create personalized offers​

Download scenario guide
Available with: Microsoft 365 Copilot Scenario level:
Buy

KPIs impacted

Close rate

Revenue per sale

Opportunities pursued

Value benefit

Revenue growth

Employee experience

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.​

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Business Chat2

Benefit: Build a comprehensive understanding of what the customer aims to achieve, which is crucial for crafting a compelling offer.

Try in Copilot Lab: Get the gist

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.​

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Copilot in Word

Benefit: 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.

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Business Chat2

Benefit: 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.

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Business Chat2

Benefit: 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.

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Copilot in Word

Benefit: Ensure that the offer is clear, comprehensive, and ready for presentation, minimizing the risk of misunderstandings.​

Try in Copilot Lab: Improve this document

6. Close the deal

Use Copilot in Teams to assist in the final negotiation phase, providing suggested talking points and recording action items.

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Copilot in Teams

Benefit: During the final negotiation, Copilot provides support with up-to-date insights, helping to close the deal on favorable terms.

Try in Copilot Lab: Get clarity

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.