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View downloadsSales scenario: Make a pitch
Download this scenario guidePotential benefits
Improve close rate
Increase customer retention
Increase revenue per sale
Using Copilot to make a pitch
1. Refine discovery session
Work with the sales team to refine the customer discovery session goals and components using Copilot in Loop.
Copilot in Loop
Collaborate as a team using Copilot as a key contributor of creative ideas.
2. Research the company
Discover information on the customer using Microsoft Copilot to summarize their Annual Report for goals, risks, and financial information.
Copilot
Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.
3. Find the asks in your emails
Create a bulleted list of notes using recent email threads before the meeting with the customer to understand the asks that need to be addressed.
Copilot
Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.
4. Update the sales presentation
Refine a sales presentation with a new slide using customer details from the email summary and visuals relevant to their industry.
Copilot in PowerPoint
Quickly personalize pitch presentations with talking points and data specific to your customer
5. Summarize the meeting
After the meeting is over review the meeting recap for a summary of key points and action items.
Copilot in Teams
Avoid listening to meeting recordings and spend that time improving the proposal.
6. Create the proposal
Draft the final proposal using Copilot to take content from your emails, meeting notes, and presentations.
Copilot in Word
Document and socialize the action items to keep the sales process moving forward towards a successful close.
