Microsoft Scenario Library Sales Sales conversation training agent

Available with: Copilot Studio

Sales scenario: Sales conversation training agent

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Scenario

Using AI Agents to build a sales conversation training agent

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

1. Simulated customer conversations

Seller practices 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

Benefit: The agent can adjust the conversation to reinforce topics or move on to more complex scenarios to use training time effectively.

The 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

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

The agent compiles and summarizes feedback, providing clear insights and actionable recommendations to improve sales performance.

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Copilot Studio Agent

Benefit: Managers receive clear feedback on areas of improvement for future training sessions.

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​

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.