Microsoft Scenario Library Sales Conversation simulation training tool

Available with: Copilot Studio

Sales scenario: Conversation simulation training tool

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Scenario

Using AI Agents to build a conversation simulation training tool

Simulate AI-powered sales conversations that deliver interactive, real-time training—adapting tone, handling objections, and providing instant feedback.

1. Simulates customer conversations

Agent creates conversations simulating real-life customer interactions, adjusting for factors such as customer role, product type, communication tone, and industry-specific nuances.

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Copilot Studio Agent

Agent role-plays as customers varying tone, objections, and complexity.

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Copilot Studio Agent

Assesses the effectiveness of the seller's responses during the conversation, providing immediate feedback on their approach, clarity, and ability to address customer needs.

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Copilot Studio Agent

Offers actionable insights and suggestions for improvement, helping sales teams refine their communication strategies and enhance customer engagement in future interactions.

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Copilot Studio Agent

Compiles and summarizes feedback, providing clear insights and actionable recommendations to improve sales performance.

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Copilot Studio Agent

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.