Microsoft Scenario Library Retail Streamline market research and strategy

Available with: Microsoft 365 Copilot

Retail scenario: Streamline market research and strategy

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Scenario

Speed research and improve strategy development and communications

1. Define the objective

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft based on key documents.

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Microsoft 365 Copilot Chat2

Benefit: Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

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Copilot in Teams

Benefit: Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.

Try in Prompt Gallery: Keep things moving

Select the Show data insights prompt in Copilot in Excel to discover market trends from the research data and analyze competitive insights.

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Copilot in Excel

Benefit: Use Copilot to help you explore and understand your data better. 

Try in Prompt Gallery: Find insights

Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results. 

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Copilot in Word

Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.

Try in Prompt Gallery: Write a go-to-market strategy

Present the findings using Copilot in PowerPoint to build a presentation by generating slides and images with your branding.

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Copilot in PowerPoint

Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.

Try in Prompt Gallery: Create presentations

Starting in a new email, prompt Copilot in Outlook to create a dynamic message that includes key links.

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Copilot in Outlook

Benefit: Document and socialize the research findings to help better inform product strategy.

Try in Prompt Gallery: Write a product-launch email

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

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.