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.
Download the Sales scenarios kitScenarios
Transform Sales processes
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 insights
Analyze post-sale customer data to uncover upsell and cross-sell opportunities.
Available with: Microsoft 365 Copilot for Sales
Quicker customer response and CRM updates
Coordinate responses across sales, marketing, and product teams using Copilot to research customer context and draft follow-up email.
Available with: Copilot Chat and Copilot Studio
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.
Available with: Microsoft 365 Copilot
Lead generation
Manual processes can result in broad, untargeted strategies that result in low conversion rates and higher cost per lead.
Targeted prospecting
Discover high-quality leads by using Copilot to assist with researching customers and identifying strong prospects.
Available with: Microsoft 365 Copilot for Sales
Create an unsolicited proposal
Create better proposals by using Copilot to access customer information and develop targeted content.
Available with: Microsoft 365 Copilot for Sales and Copilot Studio
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)
Research customer context to generate presentations tailored to the specific interests and needs of each lead.
Available with: Microsoft 365 Copilot
Accelerate customer research and sales preparation
Research customer context to generate presentations tailored to the specific interests and needs of each lead.
Available with: Microsoft 365 Copilot Chat
Respond to an RFP
Save time and increase quality of RFP responses by quickly analyzing requirements and enabling the creation of accurate, tailored, high-quality proposals.
Available with: Microsoft 365 Copilot for Sales and Copilot Studio
Make a customized pitch (Copilot for Sales)
Research customer context to generate presentations tailored to the specific interests and needs of each lead.
Available with: Microsoft 365 Copilot for Sales
Improve customer meetings
Research customer context to generate presentations tailored to the specific interests and needs of each lead.
Available with: Microsoft 365 Copilot for Sales
