Looking for
downloadable content?
Download our department kits, scenario guides, and day in the life guides to accelerate your Copilot implementation.
View downloadsSales scenario: Create an unsolicited proposal
Download this scenario guidePotential benefits
Improve close rate
Increase number of opportunities pursued
Increase revenue per sale
Using Copilot to create an unsolicited proposal
1. Get targeting information
Easily access CRM information to pull current licensing and targeting recommendations.
Copilot for Sales
Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.
2. Perform company research
Use Copilot to summarize information from the company website and annual reports to understand financials, goals, and challenges.
Copilot
Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.
3. Gather product information
Ask Copilot to gather production information and create a summary of how they will help to meet the customer’s specific goals.
Copilot
Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy
4. Generate the proposal
Use Copilot to turn the information you have collected into a great presentation including images and tables.
Copilot in PowerPoint
Generating a first draft quickly so you can append more time on the details.
5. Meet to review
Ask Copilot to review chat and emails about the proposal and create an agenda. Use Copilot during the meeting to highlight disagreements and then create a set of action items after the meeting.
Copilot in Teams
Avoid listening to meeting recordings and spend that time improving the proposal.
6. Create email with proposal
Have Copilot turn the meeting notes and action items into an email for all participants.
Copilot in Outlook
Document and socialize the action items to keep the sales process moving forward towards a successful close.
