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View downloadsSales scenario: Respond to a customer complaint
Download this scenario guidePotential benefits
Improve close rate
Number of opportunities
Increase revenue per sale
Using Copilot to respond to a customer complaint
1. Summarize customer emails
Combine recent customer communications across emails, chats, and documents with deal information from CRM systems to create a customer brief in Word.
Copilot for Sales
Rapidly get up to speed to on the concern raised across all of the communications you have received.
2. Research product info
Ask Copilot to gather product information and create a summary of if this issue has been seen before and how it might be addressed.
Copilot
Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.
3. Meet with product team
Ask Copilot to suggest questions to ask the product team based on the customer request and potential solutions.
Copilot in Teams
Copilot can help boost creativity by suggesting solutions from its vast knowledge base.
4. Draft proposed response
Use Copilot to turn the information you have collected into a great presentation including images and tables.
Copilot in PowerPoint
5. Create email with response
Have Copilot create an email summarizing the presentation and highlighting how the issues will be resolved.
Copilot in Outlook
Avoid listening to meeting recordings and spend that time improving the proposal.
6. Meet with the customer
Have Copilot turn the meeting notes and action items into an email for all participants.
Copilot in Teams
Document and socialize the action items to keep the sales process moving forward towards a successful close.
