Sales team member guide
Alex is a Sales team member at Contoso Ltd. They use Microsoft Clipchamp to create engaging videos for their sales team and impactful presentations for client meetings.
8:00 am
Alex starts the day by checking emails and messages using Outlook. They review any urgent updates from clients or team members and prioritize tasks for the day using Microsoft To Do. Alex watches a meeting recap from a missed meeting the previous Friday from the Clipchamp homepage.
Microsoft Clipchamp
Copilot in Outlook
Microsoft To Do
10:00 am
Alex joins the daily stand-up meeting via Microsoft Teams with the sales team. They discuss the progress of ongoing deals, address any blockers, and align on the day’s goals. Alex shares insights from recent client interactions and updates the team on the status of key accounts. To make the meeting more dynamic, a different team member uses Microsoft Clipchamp each week to create an icebreaker video and presentation to engage the team.
Microsoft Clipchamp
Microsoft Teams
11:00 am
Alex spends the next hour following up with clients. They use Dynamics 365 to manage customer interactions and track the progress of deals. Alex sends personalized emails to clients, schedules follow-up calls, and updates the CRM with any new information. To add a personal touch, Alex creates and sends video messages using Microsoft Clipchamp, making the follow-ups more engaging and memorable. Alex tracks the engagement and effectiveness of their videos with detailed analytics.
Microsoft Dynamics 365
Microsoft Clipchamp
1:00 pm
Alex participates in a sales strategy session with the marketing team. They discuss upcoming campaigns, review market trends, and brainstorm new strategies to attract potential clients. Alex provides feedback in Microsoft Loop on the effectiveness of recent marketing efforts and suggests improvements to present their ideas effectively.
Copilot in Loop
3:00 pm
The afternoon is dedicated to client meetings. Alex meets with potential clients to discuss their needs and present Contoso’s solutions. They use Microsoft PowerPoint to deliver engaging presentations and demonstrate the value of Contoso’s products and services. To make the presentations more impactful, Alex incorporates video content created with Microsoft Clipchamp, showcasing client testimonials and product demos.
Microsoft Clipchamp
Copilot in PowerPoint
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