Microsoft Scenario Library Sales Outreach personalization agent

Available with: Copilot Studio

Sales scenario: Outreach personalization agent

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Scenario

Using AI Agents to build an outreach personalization agent

Automatically analyze customer communication patterns to craft personalized messaging and streamline email and meeting invite creation for more effective sales engagements.

1. Ingest data

Agent retrieves CRM records, contact history, and opportunity details.

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Copilot Studio Agent

Evaluates past communication trends across channels to identify patterns that drive engagement.

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Copilot Studio Agent

Identifies customer preferences, roles, and potential intent to tailor the tone and content of outreach.

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Copilot Studio Agent

Agent generates a personalized draft outline aligned to customer profile and deal stage.

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Copilot Studio Agent

Agent writes first drafts of emails or meeting invites customized to client context. Agent allows manual final touches before sending.

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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.