Sales scenario: Quicker customer response and CRM updates
Available with: Microsoft 365 Copilot for Sales Scenario level:
KPIs impacted
Customer retention
Value benefit
Cost savings
Employee experience
Using Copilot for quicker customer response and CRM updates
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.
Business Chat2
Copilot for Sales
Benefit: Rapidly get up to speed to on the concerns raised across all the communications you have received.
2. Research product info
Ask Copilot to gather product information from the Web and create a summary of the issues and suggested next steps. Copilot for Sales includes product insights from your CRM system.
Business Chat1
Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.
3. Meet with product team
Use Copilot in Teams to suggest questions to ask the product team based on the customer request and potential solutions.
Copilot in Teams
Benefit: Copilot can help boost creativity by suggesting solutions from its vast knowledge base.
4. Draft proposed response
Use Copilot in PowerPoint to turn the information you have collected into a great presentation including images and tables.
Copilot in PowerPoint
Benefit: Create a draft presentation directly from the meeting recap.
5. Share response
Have Copilot draft an email summarizing the presentation and highlighting how the issues will be resolved. Open the Copilot response in Outlook to finish and send the email.
Business Chat1
Benefit: Quickly summarize files and draft emails to inform customers.
6. Meet with the customer
Have Copilot in Teams take meeting notes and summarize action items. Copilot for Sales provides an analysis of sales keywords and KPIs, and helps you update the CRM record.
Copilot for Sales
Copilot in Teams
Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.
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.
