Sales scenario: Accelerate customer research and sales preparation
Salespeople can use Copilot Chat to improve their customer interactions through research, ideation, and drafting emails and presentations.
Available with: Microsoft 365 Copilot Chat Scenario level:
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 365 Copilot Chat1
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 365 Copilot Chat1
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 365 Copilot Chat1
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 365 Copilot Chat1
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 365 Copilot Chat1
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 365 Copilot Chat1
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 Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-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.
