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View downloadsSales scenario: Automate your sales processes using Copilot
Download this scenario guide Available with: Microsoft Copilot Scenario level:KPIs impacted
Opportunities pursued
Close rate
Value benefit
Revenue growth
Employee Experience
Using Copilot to automate your sales processes using copilot
1. Customer outreach
Use Microsoft Copilot to draft a customer reach out email with a friendly tone and proposal to meet.
Copilot
Prompt: Draft an email to a prospective customer telling them about [x product/service] and proposing a meeting. Make the tone friendly.
2. Customer research
Prompt Copilot for information on the customer, pulling from their company website and annual reports.
Copilot
Prompt: Describe the key factors that influence customer purchasing decisions for [x product/service] in [y industry].
3. Prepare for customer conversations
Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.
Copilot
Prompt: Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.
4. Create presentation
Prompt Copilot to create a presentation outline for a sales product pitch.
Copilot
Prompt: Create a presentation outline that
includes [x company’s] mission statement, target customer, and the benefits of implementing our product or service.
5. Objection handling
Prepare for objection handling by prompting Copilot to simulate a customer conversation.
Copilot
Prompt: Act like a CTO in the technology industry who is apprehensive about the cost of implementing [x product]. Simulate a conversation discussing the value and benefits of [x products] offering.
6. Prepare for cold calls
Improve future customer outreach by using Copilot to write a cold call script.
Copilot
Prompt: Write a 30-second cold call sales script, highlighting 3 benefits of [x product] for [prospect] based off [paste information in chat box].
1Access Copilot at Copilot.Microsoft.com or from the Windows taskbar or Edge browser and set toggle to “Web”.