Microsoft Scenario Library Sales Create an unsolicited proposal​

Available with: Microsoft 365 Copilot for Sales and Copilot Studio

Sales scenario: Create an unsolicited proposal​

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Scenario

Using AI to speed the process of creating unsolicited proposals and increase the quality of the documents allows sellers to pursue more opportunities and generate more revenue. AI can assist with customer research, creating product slides and even provide suggestions during the presentation.

1. Identify leads

Prompt Copilot to gather a list of leads, enriched with data from a marketing automation platform agent built using Copilot Studio.

Copilot Studio icon

Copilot Studio Agent

Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.​

Use Researcher to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.

Copilot Studio icon

Copilot Studio Agent

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.

Prompt Researcher to gather production information and create a summary of how the recommended products will help to meet the customer’s specific goals. Use Copilot Pages to synthesize and edit the Copilot responses with your team.

Copilot Studio icon

Copilot Studio Agent

Benefit: Gathering product information from multiple sources and asking Researcher to prepare a summary can save time and increase accuracy.

After creating a summary of the customer and product information in Word, use Copilot in PowerPoint to create a great presentation including images and tables.

PowerPoint icon

Copilot in PowerPoint

Benefit: After converting the summary of the customer and product information from Pages into Word, use Copilot in PowerPoint to create a great presentation including images and tables.

Try in Copilot Lab: Create presentations

Ask Copilot in Teams to suggest talking point during the meeting. Copilot for Sales in Teams provides sales tips like product information and competitor analysis.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.

Try in Copilot Lab: Keep meetings moving

Have Copilot in Outlook turn the meeting notes and action items into an email for all participants. Copilot for Sales adds relevant product information to the email.

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help increase revenue per sale

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Create more compelling proposals and RFP responses​​
  • Make emails and chats more impactful​

How Microsoft Copilot can help improve the close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​
Improve quality of customer-facing materials​
  • Improve sales and marketing and content​
  • Create more compelling proposals and RFP responses​
  • Make emails and chats more impactful ​

How Microsoft Copilot can help increase the number of opportunities pursued

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
Improve customer meetings​
  • Research company information​
  • Learn how to pitch the product​
  • Organize information from past interactions​
  • Completely focus during the meeting​

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.