Sales scenario: Improve customer meetings
Available with: Microsoft 365 Copilot for Sales Scenario level:
KPIs impacted
Customer retention
Revenue per sale
Close rate
Value benefit
Revenue growth
Employee experience
Using Copilot to improve customer meetings
1. Prepare for a meeting
Prompt Copilot for a summary of past interactions and customer details. Copilot for Sales enriches the summary with CRM insights.
Business Chat2
Copilot for Sales
Benefit: Rapidly get up to speed and improve preparation to focus on key issues and concerns. Have additional time to identify cross sell opportunities.
2. Create a presentation
Use Copilot in PowerPoint to generate a presentation for the meeting using branded templates. Copilot can summarize important topics and customer requests from meeting notes and customer reports saved to Word.
Copilot in PowerPoint
Benefit: Using higher quality presentations makes it easier to convey a clear message and can reduce the time to close the deal.
3. Stay focused during the call
Copilot in Teams helps improve the quality of customer meetings by taking notes, suggesting talking points, and surface customer and product information during the call. Copilot for Sales includes sales keywords and KPIs in the meeting recap.
Copilot for Sales
Copilot in Teams
Benefit: Having a better discussion during the call can help to raise and resolve issues quicker, leading to increased customer satisfaction and potentially reduce the time to close the deal.
4. Get in-call sales insights
During the meeting, Copilot suggests questions to ask the customer. Copilot for Sales provides sales insights like brand and competitor analysis.
Copilot for Sales
Copilot in Teams
Benefit: Keep the conversation flowing onto meaningful topics can help to cover the agenda quicker and reduce meeting times.
5. Summarize the meeting
Review the meeting recap from Copilot in Teams for key points and action items. Use Copilot for Sales to update the opportunity details in your CRM system.
Copilot for Sales
Copilot in Teams
Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.
6. Send a follow up email
Have Copilot turn the meeting notes and action items into a follow up email. Copilot for Sales includes product and pricing details in the email from your CRM system.
Copilot for Sales
Copilot in Outlook
Document and socialize the action items to keep the sales process moving forward towards a successful close.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
