Microsoft Scenario Library Sales Quicker customer response and CRM updates

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Sales scenario: Quicker customer response and CRM updates

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Scenario

Using Copilot for quicker customer response and CRM updates

Coordinate responses across sales, marketing, and product teams using Copilot to research customer context and draft follow-up email.

1. Review customer history

Prompt Copilot to summarize email threads and meetings with the customer. With Copilot for Sales, view a summary of the opportunity.

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Copilot Studio Agent

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Copilot for Sales

Benefit: Rapidly get up to speed to on the concerns raised across all the communications you have received.

Ask Copilot to gather product information from the Web and create a summary of the issues and suggested next steps.

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Microsoft 365 Copilot Chat1

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.

Use Copilot to suggest questions to ask the product team based on the customer request and potential solutions.

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Microsoft 365 Copilot Chat1

Benefit: Copilot can help boost creativity by suggesting solutions from its vast knowledge base.

Use Copilot in PowerPoint to turn the information you have collected into a great presentation including images and tables.

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Microsoft 365 Copilot Chat1

Benefit: Use the information from the chat to quickly summarize the proposed solution.

Have Copilot draft an email summarizing the presentation and highlighting how the issues will be resolved.

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Microsoft 365 Copilot Chat1

Benefit: Quickly draft emails for the customer.

Have Copilot update the CRM record with the solution and record of the email sent.

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Copilot Studio Agent

Benefit: Keep documentation accurate in the CRM system.

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.