Sales scenario: Respond to an RFP
Available with: Microsoft 365 Copilot for Sales and Copilot Studio Scenario level:
KPIs impacted
Close rate
Opportunities pursued
Value benefit
Revenue growth
Employee experience
Using Copilot to respond to an RFP
1. Review the RFP
Use Microsoft Copilot in Word to summarize the RFP and generate a list of required items sorted by category.
Copilot in Word
Benefit: Get started quickly by skipping over non-essential portions of the RFP.
2. Gather customer information
Prompt Copilot to summarize the information from the customer’s website and annual reports. Use Copilot for Sales to provide a summary of the opportunity, pulling in CRM insights with Copilot for Sales. Share the Copilot response with your team using Copilot Pages.
Business Chat1
Copilot for Sales
Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Research responses
Prompt Copilot for responses to RFP questions, enhanced with a custom RFP repository agent built with Copilot Studio.
Copilot Studio Agent
Benefit: Using defined content to answer customer questions ensures accuracy of the responses.
4. Review with team
Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.
Copilot in Teams
Benefit: Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.
5. Revise responses
Use Copilot in Word to revise the document to make it more compelling.
Copilot in Word
Benefit: Quickly make answers more readable to improve the quality of the RFP response.
6. Communicate reponse
Prompt Copilot for Sales to draft an email to the customer with a summary the RFP response. Copilot for Sales includes relevant CRM details like product information in the email.
Copilot for Sales
Benefit: Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
