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Goals and challenges
Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings.
Scenarios Copilot can assist with
Microsoft Copilot opportunity to impact key departmental KPIs
Review our KPI overviews and view additional scenario details.
Impact on customer retention
Improving the quality of sales materials and interactions helps with retention, But the rest of the company can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development. Research shows a 0.8-1% increase in revenue from improved retention.
KPI — Impact on customer retention
Improving the quality of sales materials and interactions helps with retention, But the rest of the company can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development. Research shows a 0.8-1% increase in revenue from improved retention.
How Copilot can impact on customer retention
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
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Respond to a customer complaint
- Respond quickly
- Access customer records
- Gets answer fast
Roles
- Account Manager
- Technical Sales
- Product support
- Product teams
- Customer Success
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Impact on 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. Research shows a 2.5-3.1% increase in upsell or cross-sell.
KPI — Impact on 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. Research shows a 2.5-3.1% increase in upsell or cross-sell.
How Copilot can impact on revenue per sale
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
Create a proposal
- Improve product training content
- Use Copilot to compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Roles
- Account Manager
- Technical Sales
- Training staff
- Product Marketing teams
- Product Marketing
- Finance
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Improve close rate
Improving the customer of marketing content and customer interactions such and emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rate.
KPI — Improve close rate
Improving the customer of marketing content and customer interactions such and emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rate.
How Copilot can improve close rate
Improve quality of customer-facing materials
- Improve marketing content
- Improve quality of proposals and RFP responses
- Improve quality of emails and chats
Create pricing and promotions
- Use Copilot to research market conditions
- Use Copilot to compare sales across regions or other variables
Improve targeting
- Analyze current product mix and cross sell success
Improve customer meetings
- Prepare for the meeting
- Focus during the meeting
- Generate follow up communications
Roles
- Account Manager
- Technical Sales
- Training staff
- Product Marketing teams
- Product Marketing
- finance
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Increase 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. Research shows an increase of 0.4-0.5% in opportunities.
KPI — Increase 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. Research shows an increase of 0.4-0.5% in opportunities.
How Copilot can increase number of opportunities pursued
Improve customer meetings
- Use Copilot to organize information from past interactions
- Research company information
- Learn how to pitch the product
- Completely focus during the meeting
Respond to an RFP
- Use Copilot to gather proposal information
- Have Copilot assist with emails
- Create a bot with RFP responses
Roles
- Account Manager
- Technical Sales
- Training Staff
- Product Marketing Manager
- Customer Success
Microsoft AI solutions
- Copilot for Microsoft 365
- Copilot in Dynamics 365 for Sales
- Copilot for Sales
Sales roles
Account manager
Technical sales
Telesales
Customer success
