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View downloadsMarketing scenario: Conduct market research
Download this scenario guidePotential benefits
First draft faster
Cost per lead
Using Copilot to conduct market research
1. Define the objective
Prepare a brief for your upcoming research by using Copilot for your first draft and tagging other key documents.
Copilot
Copilot in Word
Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.
2. Determine your approach
Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items.
Copilot in Teams
Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.
3. Discover market trends
Select the Show data insights prompt in Copilot in Excel.
Copilot in Excel
Use Copilot to help you explore and understand your data better.
4. Create a compete snapshot
Prompt Copilot in Word to draft you an internal snapshot of the findings, citing the results.
Copilot in Word
Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.
5. Present the findings
In a new PowerPoint file, select the default Create presentation from file.
Copilot in PowerPoint
Let Copilot help you build a presentation by generating slides or images with your organization’s branding.
6. Communicate results
Starting in a new email, prompt Copilot in Outlook to create a dynamic message that includes key links.
Copilot in Outlook
Document and socialize the research findings to help better inform product strategy.
