Using Copilot in Sales

Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​

See how Microsoft is improving Sales processes with Copilot – How Microsoft Commercial Sales empowers seller success with Microsoft Copilot

Read how Insight is using Copilot to respond to RFPs 50% faster – case study

Read how Sandvik Coromant hones its sales experience with Microsoft Copilot for Sales – case study

Read how Lumen is saving its sellers four hours per week – case study

Download the Sales scenarios kit Watch demo
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Microsoft Copilot opportunity to impact key functional area KPIs

Review our KPI overviews and view additional scenario details.

Customer retention​

Improving the quality of sales materials and interactions helps with retention, but the rest of the company can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.

Deal size

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.

Close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​

Opportunities pursued​

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.

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Transform Sales processes

Key processes Before AI Using AI
Customer engagementGeneric product pitches often miss addressing specific customer needs, resulting in slower sales discovery cycles and lower engagement from key stakeholders.Respond to an RFPMake a customized pitch (Copilot for Sales)

Save time and increase quality of RFP responses by quickly analyzing requirements and enabling the creation of accurate, tailored, high-quality proposals.

Improve customer meetings​

Research customer context to generate presentations tailored to the specific interests and needs of each lead.

Lead generationManual processes can result in broad, untargeted strategies that result in low conversion rates and higher cost per lead.Targeted prospecting​Create an unsolicited proposal​

Discover high-quality leads by using Copilot to assist with researching customers and identifying strong prospects.

Negotiation & closingIntensive customer meetings and reliance on intuition rather than data-driven strategies can lead to prolonged negotiations and decrease pipeline velocity.Create personalized offers​

Analyze customer interactions across the sales cycle using internal and public data to recommend best next steps for closing deals.

Post-sale follow up & upsellManual follow ups are often delayed or forgotten, leading to missed opportunities to flag service concerns or upsell opportunities. Post-sale customer insights​Quicker customer response and CRM updates

Analyze post-sale customer data to uncover upsell and cross-sell opportunities.