Sales scenario: Create personalized offers
Available with: Microsoft 365 Copilot Scenario level:
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.
Microsoft 365 Copilot Chat2
Benefit: 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.
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.
Microsoft 365 Copilot 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.
Microsoft 365 Copilot 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.
Copilot in Word
Benefit: 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. Use transcripts from prior phone calls on Teams Phone.
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 Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-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.
