Microsoft Scenario Library Marketing Collect and share product feedback​

Available with: Copilot for Sales and Copilot Studio

Marketing scenario: Collect and share product feedback​

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Scenario

Help collect and analyze customer feedback to guide product development activities and update product roadmaps.

1. Gather customer feedback​

Use Microsoft Copilot to summarize customer interviews, email interactions, and documents about product feedback, enriched with data from your Customer Data Platform with Copilot Studio agents.​

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Copilot Studio Agent

Benefit: Be present during your customer interview by relying on Copilot to summarize feedback points and takeaways.​

Use Copilot in Outlook to send a timely and thorough follow up email, capturing your earlier interview notes.​

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Copilot for Sales

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Copilot in Outlook

Benefit: Thank customers by asking Copilot in Outlook to draft a response and drop in bullets from the Copilot meeting summary.​

Use Copilot to identify feedback themes from across meeting summaries and notes. Create a follow up survey with Copilot in Microsoft Forms. ​

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Microsoft 365 Copilot Chat2

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Copilot in Whiteboard

Benefit: Simply describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before to gather feedback.​

Use Copilot in Excel to sort and analyze data gathered from the surveys and website metrics. ​

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Copilot in Excel

Benefit: Identify insights with Copilot in Excel.​

Use Copilot in PowerPoint to create a slide deck to share with the leadership and engineering teams. Use Copilot in Teams to capture action items and feedback. ​

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Copilot in PowerPoint

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Copilot in Teams

Benefit: Creating a presentation makes it easier to convey a clear message especially when it’s critical feedback on your product. ​

Starting a new email, prompt Copilot in Outlook to draft a message to all key stakeholders with the results and path forward.​

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Copilot in Outlook

Benefit: Save time preparing emails with Copilot as your drafting partner.​

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help bring work in house

Copilot can help marketing teams rapidly generate creative content in house reducing reliance on outside agencies.​
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 manage marketing expenses

Reducing the cost of marketing campaigns is a key benefit from Microsoft Copilot. Cost Per Lead (CPL) can be reduced with better campaign management and is a crucial metric used to measure and monitor the effectiveness of marketing campaigns. It represents the amount of money a business spends to generate a single new lead.
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 with lead generation

Lead generation is a critical aspect of marketing and paves the way toward gaining new customers.
Inform market research 
  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

How Microsoft Copilot can impact brand value

Brand value isn’t just about logos; it’s about shaping perceptions and building lasting relationships with your audience. A strong brand fuels demand generation.
Draft marketing assets
  • Improve marketing copy by having Copilot check for tone
  • Improve quality of emails campaigns

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.