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View downloadsSales scenario: Post-sale customer insights
Download scenario guideAvailable with: Microsoft 365 Copilot for Sales Scenario level:
KPIs impacted
Close rate
Customer retention
Opportunities pursued
Value benefit
Revenue growth
Using Copilot for post-sale customer insights
1. Customer feedback analysis
In Teams, use Copilot for Sales to analyze a sales call and get insight on customer sentiment and business objectives.
Copilot for Sales
Copilot in Teams
Benefit: Analyzing customer feedback is essential for understanding their satisfaction levels and identifying areas where they may need additional support or services.
2. Upsell opportunity prioritization
Ask Copilot to recommend a few upsell scenarios based on the last purchase.
Copilot2
Benefit: Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.
3. Personalized engagement
Create personalized follow-up messages and upsell proposals in Outlook using Copilot for Sales to view their purchasing habits and sales interactions.
Copilot for Sales
Copilot in Outlook
Benefit: Personalized engagement ensures that follow-up interactions are relevant and resonate with the customer, increasing the chances of a successful upsell.
4. Engagement strategy optimization
Optimize engagement strategies with Copilot by asking for suggestions based on customer habits and reactions to different upsell approaches.
Copilot1
Benefit: Optimizing engagement strategies based on customer responses ensures that the approach remains effective and can be adjusted as needed.
5. Performance reporting
Using the suggestions from Copilot around those customer behaviors on sales marketplace, interactions and sales cycle opportunities draft an initial report or presentation to help guide future sales opportunities.
Copilot in PowerPoint
Copilot in Word
Benefit: Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
