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View downloadsSales scenario: Improve customer meetings
Download this scenario guidePotential benefits
Improve close rate
Increase customer retention
Increase revenue per sale
Using Copilot to improve customer meetings
1. Prepare for a meeting
Summarize recent customer communications across emails, chats, and documents. Pull in deal information from your CRM using Copilot for Sales.
Copilot
Copilot for Sales
Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.
2. Create a presentation
Use Copilot to generate a presentation for the meeting using branded templates. Copilot can suggest important topics, customer requests, and organize slides into a logical flow.
Copilot in PowerPoint
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
Since Copilot is listening in there is no need to take notes and keep track of action items. Stay focused on the call and have a better discussion.
Copilot in Teams
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. Ask Copilot to suggest next steps
During the meeting you can ask Copilot for suggestions on questions to ask or next steps to discuss to keep the conversation on track.
Copilot in Teams
Keep the conversation flowing onto meaningful topics can help to cover the agenda quicker and reduce meeting times.
5. Summarize the meeting
After the meeting is over review the meeting recap for a summary of key points and action items. Update the opportunity details in the CRM system.
Copilot for Sales
Copilot in Teams
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 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.
