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.
KPI — 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.
How Microsoft Copilot can help improve customer retention
Improve quality of customer-facing materials
- Improve marketing content with clear value propositions
- Improve quality of proposals and RFP responses
- Improve quality of emails and chats
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Respond to a customer complaint
- Respond quickly
- Access customer records
- Gets answer fast
Roles
- Account Manager
- Technical Sales
- Product Support
- Product teams
- Customer Success
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot in Dynamics 365 for Sales
- Microsoft 365 Copilot for Sales
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.
KPI — 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.
How Microsoft Copilot can help increase revenue per sale
Improve quality of customer-facing materials
- Improve marketing content with clear value propositions
- Create more compelling proposals and RFP responses
- Make emails and chats more impactful
Create a proposal
- Improve product training content
- Use Copilot to compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications by pulling CRM data into emails
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Product Marketing
- Finance
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot in Dynamics 365 for Sales
- Microsoft 365 Copilot for Sales
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.
KPI — 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.
How Microsoft Copilot can help improve the close rate
Improve quality of customer-facing materials
- Improve sales and marketing and content
- Create more compelling proposals and RFP responses
- Make emails and chats more impactful
Create a proposal
- Research market conditions
- Compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Product Marketing
- Finance
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot in Dynamics 365 for Sales
- Microsoft 365 Copilot for Sales
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.
KPI — 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.
How Microsoft Copilot can help increase the number of opportunities pursued
Sales is about building relationships and pursuing opportunities. But these things take time, so anything Microsoft Copilot can do to reduce the time sales teams spend on other tasks can be used to increase customer face time and pursue more deals.
Improve customer meetings
- Research company information
- Learn how to pitch the product
- Organize information from past interactions
- Completely focus during the meeting
Respond to an RFP
- Create richer, faster responses to proposals
- Have Copilot assist with drafting and summarizing emails
- Simplify finding information for RFP responses
Roles
- Account Manager
- Technical Sales
- Training staff
- Product teams
- Customer Success
Microsoft AI solutions
- Microsoft 365 Copilot
- Copilot in Dynamics 365 for Sales
- Microsoft 365 Copilot for Sales
Transform Sales processes
| Key processes | Before AI | Using AI |
|---|---|---|
| Customer engagement | Generic product pitches often miss addressing specific customer needs, resulting in slower sales discovery cycles and lower engagement from key stakeholders. | Make a customized pitch (Microsoft 365 Copilot)Accelerate customer research and sales preparation (Microsoft Copilot only) Research customer context to generate presentations tailored to the specific interests and needs of each lead. 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 meetingsResearch customer context to generate presentations tailored to the specific interests and needs of each lead. |
| Lead generation | Manual processes can result in broad, untargeted strategies that result in low conversion rates and higher cost per lead. | Targeted prospectingCreate an unsolicited proposal Discover high-quality leads by using Copilot to assist with researching customers and identifying strong prospects. |
| Negotiation & closing | Intensive 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 & upsell | Manual follow ups are often delayed or forgotten, leading to missed opportunities to flag service concerns or upsell opportunities. | Post-sale customer insightsQuicker customer response and CRM updates Analyze post-sale customer data to uncover upsell and cross-sell opportunities. |
