Microsoft Scenario Library Marketing Streamline market research and strategy

Available with: Microsoft 365 Copilot

Marketing scenario: Streamline market research and strategy

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Scenario

Simplify the process of developing a new marketing strategy by easily researching and summarizing customer insights across multiple sources.

1. Define the objective​

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft and tagging other key documents. Collaborate on the Copilot response with stakeholders using Copilot Pages.

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Microsoft 365 Copilot Chat1

Benefit: Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items.​ Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

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Copilot in Teams

Benefit: Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.​

Select the Show data insights prompt in Copilot in Excel to discover market trends from the research data and analyze competitive insights. Query data directly with prompts like share the top themes in the survey responses.

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Copilot in Excel

Benefit: Use Copilot to help you explore and understand your data better. ​

Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results. ​

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Copilot in Word

Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.​

Try in Copilot Lab: Discover industry trends

Present the findings using Copilot in PowerPoint to build a presentation by generating slides using a branded template.

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Copilot in PowerPoint

Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.​

Prompt Business Chat to create an announcement based on the presentation that includes key links. Edit and finalize the announcement using Copilot Pages.

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Microsoft 365 Copilot Chat2

Benefit: Document and socialize the research findings to help better inform product strategy.​

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.