Microsoft Scenario Library Sales Make a customized pitch (Microsoft 365 Copilot)

Available with: Microsoft 365 Copilot

Sales scenario: Make a customized pitch (Microsoft 365 Copilot)

Back to Sales Scenarios Download scenario guide

Scenario

Using Copilot to make a customized pitch

Research customer context to generate presentations tailored to the specific interests and needs of each lead.

1. Prepare for discovery session​

Collaborate with your team to prepare for a customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.​

Microsoft Loop icon

Copilot in Loop

Benefit: Brainstorm as a team using Copilot as a key contributor of creative ideas.​

Try in Copilot Lab: Brainstorm strategies

Validate your ideas and learn more about your customer by asking Copilot1 to summarize their online annual report. Prompt Copilot2 for a summary of the account, pulling in CRM insights with Copilot for Sales.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

Prompt Copilot to create a bulleted list of notes prior to the meeting using recent customer email threads to understand the customer asks. Have Copilot prepare a script for the call.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.​

Try in Copilot Lab: Prep for that meeting

Use Copilot in PowerPoint to add a new ​slide to the presentation deck using customer details copied from the email summary ​ and visuals relevant to their industry.​

PowerPoint icon

Copilot in PowerPoint

Benefit: Quickly personalize pitch presentations with talking points and date specific to your customer.

Try in Copilot Lab: Add a slide

After the meeting is over, review the meeting recap from Copilot in Teams for key points and action items. ​Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Microsoft Teams icon

Copilot in Teams

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.​

Try in Copilot Lab: Summarize meetings and videos

Create the final proposal by prompting Copilot in Word to generate a draft, adding information from the customer meeting to the prompt to enhance the draft.​

Word icon

Copilot in Word

Benefit: Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.​

Try in Copilot Lab: Improve this document

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help increase revenue per sale

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Create more compelling proposals and RFP responses​​
  • Make emails and chats more impactful​

How Microsoft Copilot can help improve the close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​
Improve quality of customer-facing materials​
  • Improve sales and marketing and content​
  • Create more compelling proposals and RFP responses​
  • Make emails and chats more impactful ​

How Microsoft Copilot can help increase the number of opportunities pursued

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
Improve customer meetings​
  • Research company information​
  • Learn how to pitch the product​
  • Organize information from past interactions​
  • Completely focus during the meeting​

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.