Sales scenario: Create an unsolicited proposal​

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Microsoft 365 Copilot for Sales and Copilot Studio Scenario level:
Extend

KPIs impacted

Close rate

Opportunities pursued

Value benefit

Revenue growth

Employee experience

Using Copilot to create an unsolicited proposal​


1. Identify leads

Prompt Copilot to gather a list of leads, enriched with data from a marketing automation platform agent built using Copilot Studio.

Copilot Studio icon

Copilot Studio Agent

Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.​

2. Perform company research​

Use Copilot to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.

Microsoft Copilot icon

Business Chat1

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.

3. Gather product information​

Prompt Copilot to gather production information and create a summary of how the recommended products will help to meet the customer’s specific goals. Add Pages capability: Use Copilot Pages to synthesize and edit the Copilot responses and share with your team.

Microsoft Copilot icon

Business Chat2

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.

4. Generate the proposal​

After creating a summary of the customer and product information in Word, use Copilot in PowerPoint to create a great presentation including images and tables.

PowerPoint icon

Copilot in PowerPoint

Benefit: Generate a first draft quickly so you can append more time on the details.

Try in Copilot Lab: Create presentations

5. Review with customer

Ask Copilot in Teams to suggest talking point during the meeting. Copilot for Sales in Teams provides sales tips like product information and competitor analysis.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.

Try in Copilot Lab: Keep meetings moving

6. Send proposal to customer

Have Copilot in Outlook turn the meeting notes and action items into an email for all participants. Copilot for Sales adds relevant product information to the email.

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.

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.