Sales scenario: Accelerate customer research and sales preparation (Microsoft Copilot only)

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Available with: Microsoft Copilot Scenario level:
Start

KPIs impacted

Opportunities pursued

Close rate

Value benefit

Revenue growth

Employee Experience

Using Copilot to accelerate customer research and sales preparation


1. Customer outreach

Use Microsoft Copilot to draft a customer reach out email with a friendly tone and proposal to meet.​

Microsoft Copilot icon

Copilot Chat

Prompt: Draft an email to a prospective customer telling them about [x product/service] and proposing a meeting. Make the tone friendly.​

2. Customer research

Prompt Copilot for information on the customer, pulling from their company website and annual reports.​

Microsoft Copilot icon

Copilot Chat

Prompt: Describe the key factors that influence customer purchasing decisions for [x product/service] in [y industry].​

3. Prepare for customer conversations

Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.​

Microsoft Copilot icon

Copilot Chat

Prompt: Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.​

4. Create presentation

Prompt Copilot to create a presentation ​ outline for a sales product pitch.​

Microsoft Copilot icon

Copilot Chat

Prompt: Create a presentation outline that ​
includes [x company’s] mission statement, target customer, and the benefits of implementing our product or service.​

5. Objection handling

Prepare for objection handling by prompting Copilot to simulate a customer conversation. ​

Microsoft Copilot icon

Copilot Chat

Prompt: Act like a CTO in the technology industry who is apprehensive about the cost of implementing [x product]. Simulate a conversation discussing the value and benefits of [x products] offering.​

6. Prepare for cold calls

Improve future customer outreach by using Copilot to write a cold call script.​

Microsoft Copilot icon

Copilot Chat

Prompt: Write a 30-second cold call sales script, highlighting 3 benefits of [x product] for [prospect] based off [paste information in chat box].​

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.