Available with: Microsoft 365 Copilot for Sales and Copilot Studio
Sales scenario: Create an unsolicited proposal
Scenario
Create better proposals by using Copilot to access customer information and develop targeted content.
Prompt Copilot to gather a list of leads, enriched with data from a marketing automation platform agent built using Copilot Studio.

Copilot Studio Agent
Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.
Use Copilot to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.
Microsoft 365 Copilot Chat1
Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.
Prompt Copilot to gather production information and create a summary of how the recommended products will help to meet the customer’s specific goals. Add Pages capability: Use Copilot Pages to synthesize and edit the Copilot responses and share with your team.
Microsoft 365 Copilot Chat2
Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.
After creating a summary of the customer and product information in Word, use Copilot in PowerPoint to create a great presentation including images and tables.

Copilot in PowerPoint
Benefit: Generate a first draft quickly so you can append more time on the details.
Ask Copilot in Teams to suggest talking point during the meeting. Copilot for Sales in Teams provides sales tips like product information and competitor analysis.

Copilot for Sales

Copilot in Teams
Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.
Have Copilot in Outlook turn the meeting notes and action items into an email for all participants. Copilot for Sales adds relevant product information to the email.

Copilot for Sales

Copilot in Outlook
Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.
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.
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