Microsoft Scenario Library Sales Respond to an RFP agent

Available with: Copilot Studio

Sales scenario: Respond to an RFP agent

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Scenario

Using AI Agents to respond to RFPs

Generate RFPs by automatically analyzing requirements and tailoring proposals to align with customer details.

1. Ingest and analyze RFP requirements

Agent parses uploaded RFP documents to identify requirements and details (e.g. evaluation criteria, technical specs).

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Copilot Studio Agent

Search through knowledge bases for previous proposals that can be leveraged for the current RFP.

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Copilot Studio Agent

Changes previous relevant proposal to reflect the specifics of the RFP.

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Copilot Studio Agent

Analyzes customer spend propensity to recommend an optimized price within those parameters.

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Copilot Studio Agent

Evaluates the type of work and historical pricing to suggest a tailored price to the customer.

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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.