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View downloadsSales scenario: Respond to a RFP
Download this scenario guidePotential benefits
Improve close rate
Number of opportunities
Increase revenue per sale
Using Copilot to respond to a rfp
1. Summarize the RFP
Use Copilot to organize the information required for the RFP by generating a list of required items sorted by category.
Copilot in Word
Get started quickly by skipping over non-essential portions of the RFP.
2. Gather opportunity information
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.
3. Use Copilot to research responses
Use custom RFP repository copilot built with Copilot Studio to ask for responses to the RFP questions.
Copilot Studio
Using defined content to answer customer questions ensures accuracy of the responses.
4. Meet with team to review
Discuss required changes and opportunities for cross-sell. After the meeting generate a list of suggestions for updates
Copilot in Teams
Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.
5. Revise responses
Use Copilot to revise the document content to make it more readable. Go back to the RFP bot to get answers to additional items.
Copilot in Word
Quickly make responses more readable to improve the quality of the RFP response.
6. Create email with response
Have Copilot turn a list of bullet points into a professional email summarizing the RFP response.
Copilot in Outlook
Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.
