Microsoft Scenario Library Sales

Using Copilot in Sales

Selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​

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Transform Sales use cases

Selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​

Customer engagement

Generic product pitches often miss addressing specific customer needs, resulting in slower sales discovery cycles and lower engagement from key stakeholders.

Scenarios

StartBuyExtendBuild

Lead generation

Manual processes can result in broad, untargeted strategies that result in low conversion rates and higher cost per lead.

Scenarios

ExtendBuild

Day in the life

See how people can use Copilot to perform common tasks throughout their day to save time, generate value, and improve their wellbeing.

Scenarios

BuyExtend

Post-sale follow up & upsell

Manual follow ups are often delayed or forgotten, leading to missed opportunities to flag service concerns or upsell opportunities.

Scenarios

Extend

Negotiation & closing

Intensive customer meetings and reliance on intuition rather than data-driven strategies can lead to prolonged negotiations and decrease pipeline velocity.

Scenarios

Buy

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization 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 increase revenue per sale

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 improve the 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 increase the number of 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.