Microsoft Scenario Library Retail Track marketing campaign performance

Available with: Microsoft 365 Copilot

Retail scenario: Track marketing campaign performance

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Scenario

Use Copilot to develop and launch personalized campaigns across surfaces

1. Efficient campaign planning

Collaborate with your team to plan a campaign using Copilot in Teams. It assists in suggesting talking points, setting goals, and assigning tasks.

Microsoft Teams icon

Copilot in Teams

Benefit: Accelerate campaign planning, foster creativity, and ensure alignment across the team.

Try in Prompt Gallery: Summarize meetings and videos

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Enhance content quality, save time, and engage your audience effectively.

Try in Prompt Gallery: Test messaging clarity

Analyze campaign performance data with suggestions from Copilot in Excel for new formula columns and insightful charts.

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Copilot in Excel

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.

Try in Prompt Gallery: Find insights

Set up social media posting schedules using Copilot in Planner. It can create tasks, assign deadlines, and remind team members to publish content.

Microsoft Planner icon

Copilot in Planner

Benefit: Streamline social media management, maintain consistency, and reach your audience at optimal times.

Try in Prompt Gallery: Oversee content strategy

During campaign reviews, Copilot in Teams assists in summarizing key points, identifying areas for improvement, and suggesting next steps.

Microsoft Teams icon

Copilot in Teams

Benefit: Facilitate efficient discussions, align stakeholders, and drive campaign success.

Try in Prompt Gallery: Keep things moving

Prompt Copilot to recommend customer segmentation options for consideration.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Increase engagement, deliver relevant content, and boost conversion rates.

Try in Prompt Gallery: Tailor targeted campaigns

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.